True Wealth Design, LLC
Top Portfolio Positions
2,542 positions ·
$67,414,005 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
9,239 | $2,344,765 | 3.48% | |
| NVDA |
Nvidia Corp
Technology
|
7,644 | $1,333,113 | 1.98% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
3,972 | $1,142,188 | 1.69% | |
| CAT |
Caterpillar Inc
Industrials
|
1,017 | $720,503 | 1.07% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
2,299 | $714,506 | 1.06% | |
| MSFT |
Microsoft Corp
Technology
|
1,925 | $712,577 | 1.06% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
3,193 | $665,006 | 0.99% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
2,202 | $647,740 | 0.96% | |
| BWXT |
BWX Technologies, Inc.
Industrials
|
3,117 | $637,395 | 0.95% | |
| FIX |
Comfort Systems USA Inc
Industrials
|
447 | $616,408 | 0.91% |
Portfolio Trend
14 quarters · across all stocks
Holdings in PHI
Shares Held
Position Value (USD)
14 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,345 | 159 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $3,261 | 150 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $2,543 | 136 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $435 | 20 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $459 | 21 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $487 | 22 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $483 | 18 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $442 | 18 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $345 | 14 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $210 | 9 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $185 | 9 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $210 | 9 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $227 | 9 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $205 | 9 | Shares | Sole | 2023-02-15 | |
| No 13F history on record for this holder in this stock. | ||||||