Position in WK
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$15,862
+$4,354 QoQ
Shares Held
327
+69.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#243
of 301 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WK Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026True Wealth Design, LLC holds $2,394,310 across 101 Software - Application names. WK ranks #34 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNOW |
Snowflake Inc.
|
865 | $220,142 | |
| 2 | ZM |
Zoom Communications, Inc.
|
2,450 | $211,459 | |
| 3 | TEAM |
Atlassian Corp
|
2,135 | $166,081 | |
| 4 | PAYX |
Paychex Inc
|
1,244 | $122,322 | |
| 5 | DT |
Dynatrace, Inc.
|
2,647 | $116,229 | |
| 6 | PCTY |
Paylocity Holding Corp
|
1,011 | $105,679 | |
| 7 | U |
Unity Software Inc.
|
2,959 | $84,568 | |
| 8 | DDOG |
Datadog, Inc.
|
315 | $82,013 |
All Filings in WK
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,862 | 327 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $11,508 | 193 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $10,522 | 122 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $2,238 | 26 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $2,943 | 43 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $5,389 | 71 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,314 | 12 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $949 | 12 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||