Position in MAX
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,005
+$531 QoQ
Shares Held
80
+56.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#146
of 153 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MAX Over Time
Shares Held
Position Value (USD)
Position in Internet Content & Information
Communication Services · as of Jun 30, 2026True Wealth Design, LLC holds $1,835,946 across 32 Internet Content & Information names. MAX ranks #23 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GOOGL |
Alphabet Inc.
|
3,665 | $1,309,761 | |
| 2 | META |
Meta Platforms, Inc.
|
407 | $229,259 | |
| 3 | MTCH |
Match Group, Inc.
|
4,167 | $158,554 | |
| 4 | PINS |
Pinterest, Inc.
|
1,117 | $23,490 | |
| 5 | SPOT |
Spotify Technology S.A.
|
44 | $20,201 | |
| 6 | PPLI |
People Inc
|
341 | $15,740 | |
| 7 | NBIS |
Nebius Group N.V.
|
38 | $10,494 | |
| 8 | SNAP |
Snap Inc
|
2,171 | $9,639 |
All Filings in MAX
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,005 | 80 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $474 | 51 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $4,351 | 336 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $2,731 | 240 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $3,328 | 304 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $203 | 22 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $858 | 76 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||