True Wealth Design, LLC

Position in USB — US Bancorp \De\

CIK 1966033 AKRON, OH

Position in USB

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

Position Value

$89,814

+$10,603 QoQ

Shares Held

1,487

-2.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#1,798

of 2,052 holders

Holding Since

Mar 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

True Wealth Design, LLC holds $2,813,371 across 235 Banks - Regional names. USB ranks #7 (3.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNC	Pnc Financial Services Group, Inc.	1,196	$294,479
2	EWBC	East West Bancorp Inc	1,086	$140,191
3	PNFP	Pinnacle Financial Partners, Inc.	1,081	$109,051
4	FHN	First Horizon Corp	4,143	$106,226
5	CFG	Citizens Financial Group Inc/Ri	1,329	$93,123
6	CBSH	Commerce Bancshares Inc /Mo/	1,596	$92,169
7	USB	US Bancorp \De\ This page	1,487	$89,814
8	MFG	Mizuho Financial Group Inc	8,722	$83,556

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$89,814	1,487	-2.4%	Shares	Sole	2026-07-16
2026-03-31	$79,211	1,523	+11.2%	Shares	Sole	2026-04-13
2025-12-31	$73,103	1,370	+85.6%	Shares	Sole	2026-01-08
2025-09-30	$35,667	738	+216.7%	Shares	Sole	2025-10-21
2025-06-30	$10,543	233	+137.8%	Shares	Sole	2025-08-06
2025-03-31	$4,137	98	-42.0%	Shares	Sole	2025-05-13
2024-12-31	$8,083	169	+12.7%	Shares	Sole	2025-02-14
2024-09-30	$6,859	150	-99.3%	Shares	Sole	2024-11-14
2023-12-31	$985,355	22,767	-3.5%	Shares	Sole	2024-02-14
2023-09-30	$779,885	23,590	+11463.7%	Shares	Sole	2023-11-13
2023-03-31	$7,354	204	—	Shares	Sole	2023-05-12
No filing history on record for this holder in this stock.