True Wealth Design, LLC EXFY — EXPENSIFY INC

Ownership history in True Wealth Design, LLC  ·  4 quarters on record

AI Ownership Summary

True Wealth Design, LLC reported EXPENSIFY INC (EXFY) in 4 quarterly 13F filings from 2025 Q3 through 2026 Q2. The latest visible filing shows EXFY at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this EXFY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was True Wealth Design, LLC's position in EXPENSIFY INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

EXFY was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

EXFY stock page True Wealth Design, LLC fund profile True Wealth Design, LLC full holdings
How True Wealth Design, LLC held EXFY — position size vs. price
% of Fund (quarterly)    EXFY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 752 +718 +2111.8% 0.00% $1K 2026-07-16 $1.81
2026 Q1 REDUCED 86.6% +102.3% ❌ 34 -219 -86.6% 0.00% $30 2026-04-13 $0.86
2025 Q4 ADDED — — — 253 +218 +622.9% 0.00% $383 2026-01-08 $1.42
2025 Q3 INITIATED — — — 35 — — 0.00% $65 2025-10-21 $1.69

🏢 Other funds also holding EXFY

As of 2026 Q2 — sorted by position size

Williams & Novak, LLC 0.06% Merit Financial Group, LLC 3Y 7Y 0.0% WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 3Y 7Y 0.0% State of Alaska, Department of Revenue 3Y 7Y 0.0% Fortitude Family Office, LLC 0.0% IFP Advisors, Inc 3Y 7Y 0.0% Farther Finance Advisors, LLC 0.0% BFSG, LLC 3Y 7Y 0.0%

FAQ About True Wealth Design, LLC and EXFY

These are the practical questions this page is built to answer before you even open the full history table.

How long has True Wealth Design, LLC reported owning EXFY?

True Wealth Design, LLC reported EXFY across 4 quarterly 13F filings, from 2025 Q3 through 2026 Q2.

What was the largest reported EXFY position in True Wealth Design, LLC's portfolio?

The largest reported portfolio weight for EXFY was 0.00% in 2026 Q2.

What is the latest reported EXFY position on this page?

The most recent filing on this page is 2026 Q2, when True Wealth Design, LLC reported 752 shares, equal to 0.00% of portfolio, with an estimated market value of $1K.

What does the chart on this EXFY ownership page compare?

The chart compares True Wealth Design, LLC's quarterly EXFY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did True Wealth Design, LLC time their EXFY position?

Based on 13F filing dates vs. subsequent EXFY price moves, True Wealth Design, LLC correctly timed 0 out of 3 reported position changes (0%). The annualised alpha on EXFY relative to SPY over the holding period was -6.8%.

← Back to True Wealth Design, LLC Holdings