True Wealth Design, LLC

Position in FTNT — Fortinet, Inc.

CIK 1966033 AKRON, OH

Position in FTNT

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$258,696

+$85,695 QoQ

Shares Held

1,684

-20.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.30%

of 13F equity value

Holder Rank

#183

of 269 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

True Wealth Design, LLC holds $3,733,349 across 73 Software - Infrastructure names. FTNT ranks #2 (6.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	2,405	$897,113
2	FTNT	Fortinet, Inc. This page	1,684	$258,696
3	VRSN	Verisign Inc/Ca	1,017	$255,836
4	RBRK	Rubrik, Inc.	2,381	$191,146
5	ORCL	Oracle Corp	1,303	$190,954
6	SNPS	Synopsys Inc	419	$186,903
7	MDB	MongoDB, Inc.	524	$176,011
8	NTNX	Nutanix, Inc.	2,670	$136,063

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$258,696	1,684	-20.5%	Shares	Sole	2026-07-16
2026-03-31	$173,001	2,117	+103.2%	Shares	Sole	2026-04-13
2025-12-31	$82,745	1,042	+246.2%	Shares	Sole	2026-01-08
2025-09-30	$25,308	301	-83.5%	Shares	Sole	2025-10-21
2025-06-30	$193,256	1,828	+0.1%	Shares	Sole	2025-08-06
2025-03-31	$175,867	1,827	+3.1%	Shares	Sole	2025-05-13
2024-12-31	$167,418	1,772	+12.6%	Shares	Sole	2025-02-14
2024-09-30	$122,063	1,574	+7054.5%	Shares	Sole	2024-11-14
2024-06-30	$1,325	22	+29.4%	Shares	Sole	2024-08-14
2024-03-31	$1,161	17	+70.0%	Shares	Sole	2024-05-14
2023-12-31	$585	10	0.0%	Shares	Sole	2024-02-14
2023-09-30	$586	10	0.0%	Shares	Sole	2023-11-13
2023-06-30	$755	10	0.0%	Shares	Sole	2023-08-14
2023-03-31	$664	10	0.0%	Shares	Sole	2023-05-12
2022-12-31	$488	10	—	Shares	Sole	2023-02-15
No filing history on record for this holder in this stock.