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Finwise Bancorp shares owned by True Wealth Design

Quarter-by-quarter ownership of Finwise Bancorp (FINW) shares owned by True Wealth Design from 13F filings

Historical chart of True Wealth Design investment in Finwise Bancorp

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Finwise Bancorp by True Wealth Design

Quarter filed Position value Share count Share price at filing
2026-06-30 $145 10 14.50

More positions owned by True Wealth Design

Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Us High Prof Etf (DUHP)
Dimensional Etf Trust Emerging Mkts Va (DFEV)
Simplify Exchange Traded Fun Intmd Term Trsry (TYA)
Dimensional Etf Trust Intl High Profit (DIHP)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Simplify Exchange Traded Fun Mbs Etf (MTBA)
Simplify Exchange Traded Fun Bond Bull Etf (RFIX)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Us Eqt Etf (AVUS)
Pimco Etf Tr Mtg Bkd Secs Act (PMBS)
Dimensional Etf Trust Us Equi Mark Etf (DFUS)
Dimensional Etf Trust Us Targeted Vlu (DFAT)

View all positions for True Wealth Design

Top funds holding Finwise Bancorp

Alliancebernstein
Daniel D. Thurber
BlackRock
Vanguard Capital Management
Geode Capital Management
Dimensional Fund Advisors
State Street Corporation
Bridgeway Capital Management
Northern Trust
Vanguard Fiduciary Trust
Vanguard Portfolio Management
Emerald Mutual Fund Advisers, Trust
Smith, Moore & Co.
Goldman Sachs Group
Militia Capital Management

View all funds holding Finwise Bancorp