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Siebert Financial shares owned by True Wealth Design

Quarter-by-quarter ownership of Siebert Financial (SIEB) shares owned by True Wealth Design from 13F filings

Historical chart of True Wealth Design investment in Siebert Financial

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Siebert Financial by True Wealth Design

Quarter filed Position value Share count Share price at filing
2026-03-31 $8 4 2.00

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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 Intmd Term Trsry (TYA)
Simplify Exchange Traded Fun Mbs Etf (MTBA)
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)
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Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Equity Market (DFUS)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for True Wealth Design

Top funds holding Siebert Financial

BlackRock
Vanguard Group
Geode Capital Management
Cetera Investment Advisers
State Street Corporation
Northern Trust
UBS Group
OTR - Nominee Name for The State Teachers Retirement Board of Ohio
Navellier & Associates
Bridgeway Capital Management
Dimensional Fund Advisors
Goldman Sachs Group
Bank of New York Mellon
Colony
Charles Schwab Investment Management

View all funds holding Siebert Financial