True Wealth Design, LLC

Position in GO — Grocery Outlet Holding Corp.

CIK 1966033 AKRON, OH

Position in GO

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

Position Value

$9,291

+$8,433 QoQ

Shares Held

931

+995.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#199

of 242 holders

Holding Since

Sep 2024

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

True Wealth Design, LLC holds $41,819 across 6 Grocery Stores names. GO ranks #3 (22.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SFM	Sprouts Farmers Market, Inc.	205	$17,338
2	KR	Kroger Co	197	$10,939
3	GO	Grocery Outlet Holding Corp. This page	931	$9,291
4	DNUT	Krispy Kreme, Inc.	1,028	$3,628
5	ACI	Albertsons Companies, Inc.	43	$581
6	VLGEA	Village Super Market Inc	1	$42

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,291	931	+995.3%	Shares	Sole	2026-07-16
2025-12-31	$858	85	+269.6%	Shares	Sole	2026-01-08
2025-09-30	$369	23	-99.5%	Shares	Sole	2025-10-21
2024-09-30	$75,342	4,293	—	Shares	Sole	2024-11-14
No filing history on record for this holder in this stock.