True Wealth Design, LLC

Position in LUV — Southwest Airlines Co

CIK 1966033 AKRON, OH

Position in LUV

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

Position Value

$11,312

+$5,940 QoQ

Shares Held

220

+53.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#782

of 928 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

True Wealth Design, LLC holds $586,658 across 12 Airlines names. LUV ranks #5 (1.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UAL	United Airlines Holdings, Inc.	2,299	$312,641
2	DAL	Delta Air Lines, Inc.	2,283	$213,825
3	JBLU	Jetblue Airways Corp	3,202	$18,347
4	CPA	Copa Holdings, S.A.	105	$16,334
5	LUV	Southwest Airlines Co This page	220	$11,312
6	RYAAY	Ryanair Holdings PLC	91	$5,892
7	ULCC	Frontier Group Holdings, Inc.	394	$3,116
8	ALGT	Allegiant Travel CO	24	$2,822

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$11,312	220	+53.8%	Shares	Sole	2026-07-16
2026-03-31	$5,372	143	0.0%	Shares	Sole	2026-04-13
2025-12-31	$5,910	143	-0.7%	Shares	Sole	2026-01-08
2025-09-30	$4,595	144	-5.3%	Shares	Sole	2025-10-21
2025-06-30	$4,930	152	-26.2%	Shares	Sole	2025-08-06
2025-03-31	$6,917	206	+51.5%	Shares	Sole	2025-05-13
2024-12-31	$4,572	136	+3.8%	Shares	Sole	2025-02-14
2024-09-30	$3,881	131	-93.8%	Shares	Sole	2024-11-14
2024-06-30	$60,595	2,118	+1741.7%	Shares	Sole	2024-08-14
2024-03-31	$3,356	115	+5.5%	Shares	Sole	2024-05-14
2023-12-31	$3,147	109	0.0%	Shares	Sole	2024-02-14
2023-09-30	$2,950	109	0.0%	Shares	Sole	2023-11-13
2023-06-30	$3,946	109	-90.3%	Shares	Sole	2023-08-14
2023-03-31	$36,737	1,129	0.0%	Shares	Sole	2023-05-12
2022-12-31	$38,013	1,129	—	Shares	Sole	2023-02-15
No filing history on record for this holder in this stock.