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Perella Weinberg Partners shares owned by True Wealth Design

Quarter-by-quarter ownership of Perella Weinberg Partners (PWP) shares owned by True Wealth Design from 13F filings

Historical chart of True Wealth Design investment in Perella Weinberg Partners

Tip: Access up to 7 years of quarterly data

All positions including Perella Weinberg Partners held by True Wealth Design consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Perella Weinberg Partners by True Wealth Design

Quarter filed Position value Share count Share price at filing
2025-12-31 $640 37 17.32
2025-09-30 $788 37 21.32
2025-06-30 $718 37 19.43
2025-03-31 $295 16 18.44

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 Perella Weinberg Partners

FMR
BlackRock
Wellington Management Company
William Blair Investment Management
Vanguard Group
Nuveen
Adage Capital Partners GP
Westwood Holdings
State Street Corporation
Ameriprise Financial
Geode Capital Management
Goldman Sachs Group
Walleye Trading Advisors
Daniel D. Thurber
Franklin Resources

View all funds holding Perella Weinberg Partners