True Wealth Design, LLC

Position in SYF — Synchrony Financial

CIK 1966033 AKRON, OH

Position in SYF

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

Position Value

$76,810

-$11,411 QoQ

Shares Held

1,010

-22.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#69

of 115 holders

Holding Since

Sep 2023

11 quarters on record

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

Financial Services · as of Jun 30, 2026

True Wealth Design, LLC holds $881,031 across 31 Credit Services names. SYF ranks #4 (8.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COF	Capital One Financial Corp	1,207	$242,148
2	V	Visa Inc.	318	$109,102
3	OMF	OneMain Holdings, Inc.	1,543	$94,076
4	SYF	Synchrony Financial This page	1,010	$76,810
5	PYPL	PayPal Holdings, Inc.	1,702	$73,492
6	ALLY	Ally Financial Inc.	966	$44,387
7	MA	Mastercard Inc	73	$37,492
8	ENVA	Enova International, Inc.	153	$36,831

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$76,810	1,010	-22.1%	Shares	Sole	2026-07-16
2026-03-31	$88,221	1,297	+19.2%	Shares	Sole	2026-04-13
2025-12-31	$90,771	1,088	-3.9%	Shares	Sole	2026-01-08
2025-09-30	$80,428	1,132	+140.3%	Shares	Sole	2025-10-21
2025-06-30	$31,434	471	+5787.5%	Shares	Sole	2025-08-06
2025-03-31	$423	8	-90.5%	Shares	Sole	2025-05-13
2024-09-30	$4,189	84	-99.6%	Shares	Sole	2024-11-14
2024-06-30	$1,045,494	22,155	-1.3%	Shares	Sole	2024-08-14
2024-03-31	$967,526	22,438	-9.8%	Shares	Sole	2024-05-14
2023-12-31	$949,899	24,873	-2.1%	Shares	Sole	2024-02-14
2023-09-30	$776,691	25,407	—	Shares	Sole	2023-11-13
No filing history on record for this holder in this stock.