True Wealth Design, LLC

Position in SNA — Snap-on Inc

CIK 1966033 AKRON, OH

Position in SNA

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

Position Value

$49,092

+$13,860 QoQ

Shares Held

122

+25.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#216

of 278 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 $478,372 across 8 Tools & Accessories names. SNA ranks #5 (10.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LECO	Lincoln Electric Holdings Inc	561	$148,951
2	TTC	Toro Co	965	$94,010
3	RBC	RBC Bearings INC	126	$81,151
4	SWK	Stanley Black & Decker, Inc.	798	$75,107
5	SNA	Snap-on Inc This page	122	$49,092
6	TKR	Timken Co	194	$28,192
7	KMT	Kennametal Inc	47	$1,647
8	EML	Eastern Co	8	$222

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$49,092	122	+25.8%	Shares	Sole	2026-07-16
2026-03-31	$35,232	97	+11.5%	Shares	Sole	2026-04-13
2025-12-31	$29,980	87	+38.1%	Shares	Sole	2026-01-08
2025-09-30	$21,831	63	+231.6%	Shares	Sole	2025-10-21
2025-06-30	$5,912	19	-48.6%	Shares	Sole	2025-08-06
2025-03-31	$12,469	37	+640.0%	Shares	Sole	2025-05-13
2024-12-31	$1,697	5	-70.6%	Shares	Sole	2025-02-14
2024-09-30	$4,925	17	-99.4%	Shares	Sole	2024-11-14
2024-06-30	$779,203	2,981	+1.4%	Shares	Sole	2024-08-14
2024-03-31	$871,183	2,941	-1.1%	Shares	Sole	2024-05-14
2023-12-31	$858,721	2,973	-2.7%	Shares	Sole	2024-02-14
2023-09-30	$778,953	3,054	-4.1%	Shares	Sole	2023-11-13
2023-06-30	$917,308	3,183	-0.7%	Shares	Sole	2023-08-14
2023-03-31	$791,282	3,205	-3.6%	Shares	Sole	2023-05-12
2022-12-31	$759,957	3,326	—	Shares	Sole	2023-02-15
No filing history on record for this holder in this stock.