True Wealth Design, LLC

Position in MSFT — Microsoft Corp

CIK 1966033 AKRON, OH

Position in MSFT

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

Position Value

$897,113

+$184,536 QoQ

Shares Held

2,405

+24.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.06%

of 13F equity value

Holder Rank

#1,094

of 1,291 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. MSFT ranks #1 (24.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp This page	2,405	$897,113
2	FTNT	Fortinet, Inc.	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	$897,113	2,405	+24.9%	Shares	Sole	2026-07-16
2026-03-31	$712,577	1,925	+43.9%	Shares	Sole	2026-04-13
2025-12-31	$647,083	1,338	-10.9%	Shares	Sole	2026-01-08
2025-09-30	$777,442	1,501	+35.3%	Shares	Sole	2025-10-21
2025-06-30	$551,627	1,109	+14.8%	Shares	Sole	2025-08-06
2025-03-31	$362,626	966	+53.6%	Shares	Sole	2025-05-13
2024-12-31	$265,123	629	+14.8%	Shares	Sole	2025-02-14
2024-09-30	$235,804	548	-57.6%	Shares	Sole	2024-11-14
2024-06-30	$577,459	1,292	+3.5%	Shares	Sole	2024-08-14
2024-03-31	$525,058	1,248	-7.6%	Shares	Sole	2024-05-14
2023-12-31	$507,654	1,350	+36.1%	Shares	Sole	2024-02-14
2023-09-30	$313,224	992	+0.1%	Shares	Sole	2023-11-13
2023-06-30	$337,475	991	-70.5%	Shares	Sole	2023-08-14
2023-03-31	$969,841	3,364	+4.5%	Shares	Sole	2023-05-12
2022-12-31	$771,740	3,218	—	Shares	Sole	2023-02-15
No filing history on record for this holder in this stock.