Position in GAIA
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$5
New position
Shares Held
2
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Entertainment
Communication Services · as of Jun 30, 2026True Wealth Design, LLC holds $521,129 across 19 Entertainment names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DIS |
Walt Disney Co
|
1,313 | $126,376 | |
| 2 | NWSA |
News Corp
|
4,135 | $102,672 | |
| 3 | ROKU |
Roku, Inc
|
601 | $83,022 | |
| 4 | SIRI |
Sirius Xm Holdings Inc.
|
1,642 | $48,504 | |
| 5 | NFLX |
Netflix Inc
|
613 | $43,768 | |
| 6 | FOXA |
Fox Corp
|
620 | $32,339 | |
| 7 | LYV |
Live Nation Entertainment, Inc.
|
134 | $24,536 | |
| 8 | WBD |
Warner Bros. Discovery, Inc.
|
589 | $15,702 |
All Filings in GAIA
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5 | 2 | Shares | Sole | 2026-04-13 | |
| No filing history on record for this holder in this stock. | ||||||