True Wealth Design, LLC

Position in PM — Philip Morris International Inc.

CIK 1966033 AKRON, OH

Position in PM

as of Mar 31, 2026 · filed Apr 13, 2026 Compact

Position Value

$189,148

+$32,277 QoQ

Shares Held

1,144

+17.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.28%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Consumer Defensive · as of Mar 31, 2026

True Wealth Design, LLC holds $260,100 across 5 Tobacco names. PM ranks #1 (72.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PM	Philip Morris International Inc. This page	1,144	$189,148
2	BTI	British American Tobacco p.l.c.	600	$35,082
3	MO	Altria Group, Inc.	523	$34,512
4	TPB	Turning Point Brands, Inc.	15	$1,301
5	ISPR	Ispire Technology Inc.	31	$57

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$189,148	1,144	+17.0%	Shares	Sole	2026-04-13
2025-12-31	$156,871	978	-2.8%	Shares	Sole	2026-01-08
2025-09-30	$163,173	1,006	+44.5%	Shares	Sole	2025-10-21
2025-06-30	$126,762	696	+4.5%	Shares	Sole	2025-08-06
2025-03-31	$105,714	666	-10.6%	Shares	Sole	2025-05-13
2024-12-31	$89,660	745	+304.9%	Shares	Sole	2025-02-14
2024-09-30	$22,337	184	+1.1%	Shares	Sole	2024-11-14
2024-06-30	$18,442	182	+1.7%	Shares	Sole	2024-08-14
2024-03-31	$16,399	179	-26.3%	Shares	Sole	2024-05-14
2023-12-31	$22,861	243	+1.2%	Shares	Sole	2024-02-14
2023-09-30	$22,219	240	+0.8%	Shares	Sole	2023-11-13
2023-06-30	$23,233	238	-45.4%	Shares	Sole	2023-08-14
2023-03-31	$42,401	436	+0.5%	Shares	Sole	2023-05-12
2022-12-31	$43,925	434	—	Shares	Sole	2023-02-15
No filing history on record for this holder in this stock.