Position in YMM
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$706
New position
Shares Held
87
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#242
of 246 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Software - Application
Technology · as of Jun 30, 2026True Wealth Design, LLC holds $2,394,310 across 101 Software - Application names. YMM ranks #85 (0.0% 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 YMM
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $706 | 87 | Shares | Sole | 2026-07-16 | |
| No filing history on record for this holder in this stock. | ||||||