True Wealth Design, LLC

Position in VLTO — Veralto Corp

CIK 1966033 AKRON, OH

Position in VLTO

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

Position Value

$23,500

+$21,555 QoQ

Shares Held

265

+1104.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#217

of 333 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

True Wealth Design, LLC holds $29,516 across 5 Pollution & Treatment Controls names. VLTO ranks #1 (79.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VLTO	Veralto Corp This page	265	$23,500
2	CECO	Ceco Environmental Corp	52	$4,718
3	PCT	PureCycle Technologies, Inc.	72	$583
4	ERII	Energy Recovery, Inc.	51	$460
5	ARQ	Arq, Inc.	100	$255

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$23,500	265	+1104.5%	Shares	Sole	2026-07-16
2026-03-31	$1,945	22	-69.4%	Shares	Sole	2026-04-13
2025-12-31	$7,184	72	-77.8%	Shares	Sole	2026-01-08
2025-09-30	$34,541	324	+852.9%	Shares	Sole	2025-10-21
2025-06-30	$3,432	34	+6.2%	Shares	Sole	2025-08-06
2025-03-31	$3,118	32	—	Shares	Sole	2025-05-13
No filing history on record for this holder in this stock.