Position in V
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$109,102
+$8,154 QoQ
Shares Held
318
-4.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#709
of 741 holders
Holding Since
Dec 2022
13 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in V Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026True Wealth Design, LLC holds $881,031 across 31 Credit Services names. V ranks #2 (12.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COF |
Capital One Financial Corp
|
1,207 | $242,148 | |
| 2 | V |
Visa Inc.
This page
|
318 | $109,102 | |
| 3 | OMF |
OneMain Holdings, Inc.
|
1,543 | $94,076 | |
| 4 | SYF |
Synchrony Financial
|
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 |
All Filings in V
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $109,102 | 318 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $100,948 | 334 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $34,369 | 98 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $85,686 | 251 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $54,322 | 153 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $41,354 | 118 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $14,853 | 47 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $94,032 | 342 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $6,299 | 24 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $6,697 | 24 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $6,248 | 24 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 | $14,203 | 63 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $4,362 | 21 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||