True Wealth Design, LLC

Position in SWK — Stanley Black & Decker, Inc.

CIK 1966033 AKRON, OH

Position in SWK

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

Position Value

$75,107

+$49,171 QoQ

Shares Held

798

+118.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#137

of 202 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. SWK ranks #4 (15.7% 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. This page	798	$75,107
5	SNA	Snap-on Inc	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	$75,107	798	+118.6%	Shares	Sole	2026-07-16
2026-03-31	$25,936	365	+194.4%	Shares	Sole	2026-04-13
2025-12-31	$9,210	124	+853.8%	Shares	Sole	2026-01-08
2025-09-30	$966	13	-38.1%	Shares	Sole	2025-10-21
2025-06-30	$1,422	21	-97.4%	Shares	Sole	2025-08-06
2025-03-31	$62,195	809	-14.2%	Shares	Sole	2025-05-13
2024-12-31	$75,713	943	+1614.5%	Shares	Sole	2025-02-14
2024-09-30	$6,057	55	+511.1%	Shares	Sole	2024-11-14
2024-06-30	$719	9	+50.0%	Shares	Sole	2024-08-14
2024-03-31	$587	6	+50.0%	Shares	Sole	2024-05-14
2023-12-31	$392	4	+100.0%	Shares	Sole	2024-02-14
2023-09-30	$167	2	0.0%	Shares	Sole	2023-11-13
2023-06-30	$187	2	0.0%	Shares	Sole	2023-08-14
2023-03-31	$161	2	0.0%	Shares	Sole	2023-05-12
2022-12-31	$150	2	—	Shares	Sole	2023-02-15
No filing history on record for this holder in this stock.