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First Fndtn shares owned by True Wealth Design

Quarter-by-quarter ownership of First Fndtn (FFWM) shares owned by True Wealth Design from 13F filings

Historical chart of True Wealth Design investment in First Fndtn

Tip: Access up to 7 years of quarterly data

All positions including First Fndtn held by True Wealth Design consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Fndtn by True Wealth Design

Quarter filed Position value Share count Share price at filing
2025-12-31 $370 60 6.17
2025-09-30 $334 60 5.58
2025-06-30 $86 17 5.12

More positions owned by True Wealth Design

Ea Series Trust Alpha Arch 1-3 (BOXX)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Emerging Mkts Va (DFEV)
Dimensional Etf Trust Intl High Profit (DIHP)
Simplify Exchange Traded Fun Mbs Etf (MTBA)
Simplify Exchange Traded Fun Intmd Term Trsry (TYA)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Simplify Exchange Traded Fun Bond Bull Etf (RFIX)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Vanguard Index Fds Total Stk Mkt (VTI)
American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Us Targeted Vlu (DFAT)

View all positions for True Wealth Design

Top funds holding First Fndtn

Canyon Capital Advisors
North Reef Capital Management
Strategic Value Bank Partners
BlackRock
Vanguard Group
Fortress Investment Group
FMR
Sandler O'Neill Asset Management
State Street Corporation
Dimensional Fund Advisors
Geode Capital Management
Hotchkis and Wiley Capital Management
Ameriprise Financial
Invenomic Capital Management
Abc Arbitrage Sa

View all funds holding First Fndtn