True Wealth Design, LLC

Position in USFD — US Foods Holding Corp.

CIK 1966033 AKRON, OH

Position in USFD

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

Position Value

$123,006

-$4,243 QoQ

Shares Held

1,203

-12.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#498

of 662 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

True Wealth Design, LLC holds $223,405 across 4 Food Distribution names. USFD ranks #1 (55.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	USFD	US Foods Holding Corp. This page	1,203	$123,006
2	SYY	Sysco Corp	1,145	$95,699
3	PFGC	Performance Food Group Co	42	$4,695
4	HFFG	HF Foods Group Inc.	4	$5

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$123,006	1,203	-12.8%	Shares	Sole	2026-07-16
2026-03-31	$127,249	1,380	+2.3%	Shares	Sole	2026-04-13
2025-12-31	$101,606	1,349	-3.8%	Shares	Sole	2026-01-08
2025-09-30	$107,421	1,402	+12.2%	Shares	Sole	2025-10-21
2025-06-30	$96,262	1,250	+21.7%	Shares	Sole	2025-08-06
2025-03-31	$67,227	1,027	+108.7%	Shares	Sole	2025-05-13
2024-12-31	$33,190	492	+153.6%	Shares	Sole	2025-02-14
2024-09-30	$11,931	194	+1112.5%	Shares	Sole	2024-11-14
2024-06-30	$847	16	+100.0%	Shares	Sole	2024-08-14
2024-03-31	$431	8	+100.0%	Shares	Sole	2024-05-14
2023-12-31	$181	4	0.0%	Shares	Sole	2024-02-14
2023-09-30	$158	4	+100.0%	Shares	Sole	2023-11-13
2023-06-30	$88	2	+100.0%	Shares	Sole	2023-08-14
2023-03-31	$36	1	0.0%	Shares	Sole	2023-05-12
2022-12-31	$34	1	—	Shares	Sole	2023-02-15
No filing history on record for this holder in this stock.