Position in FIP
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$51
-$156 QoQ
Shares Held
11
-73.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#171
of 173 holders
Holding Since
Mar 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FIP Over Time
Shares Held
Position Value (USD)
Position in Conglomerates
Industrials · as of Jun 30, 2026True Wealth Design, LLC holds $252,326 across 14 Conglomerates names. FIP ranks #14 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VMI |
Valmont Industries Inc
|
142 | $82,019 | |
| 2 | MMM |
3M Co
|
445 | $72,049 | |
| 3 | HON |
Honeywell International Inc
|
208 | $46,571 | |
| 4 | SEB |
Seaboard Corp /De/
|
4 | $17,857 | |
| 5 | DLX |
Deluxe Corp
|
523 | $12,489 | |
| 6 | GHC |
Graham Holdings Co
|
10 | $11,414 | |
| 7 | TTI |
Tetra Technologies Inc
|
566 | $6,412 | |
| 8 | CODI |
Compass Diversified Holdings
|
169 | $1,801 |
All Filings in FIP
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $51 | 11 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $207 | 42 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $539 | 117 | Shares | Sole | 2026-01-08 | |
| 2025-03-31 | $99 | 22 | Shares | Sole | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||