True Wealth Design, LLC MGM — MGM RESORTS INTERNATIONAL

Ownership history in True Wealth Design, LLC  ·  8 quarters on record

AI Ownership Summary

True Wealth Design, LLC reported MGM RESORTS INTERNATIONAL (MGM) in 8 quarterly 13F filings from 2024 Q4 through 2026 Q3. Peak portfolio weight reached 0.02% in 2025 Q3. The latest visible filing shows MGM at 0.01% 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 MGM 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 MGM RESORTS INTERNATIONAL, 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 Q3

MGM was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2025 Q3

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

Time in book
Holding Window
2024 Q4 to 2026 Q3

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.

MGM stock page True Wealth Design, LLC fund profile True Wealth Design, LLC full holdings
How True Wealth Design, LLC held MGM — position size vs. price
% of Fund (quarterly)    MGM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 983 +418 +74.0% 0.01% $31K 2026-10-13 $29.40
2026 Q2 ADDED — — — 565 +40 +7.6% 0.01% $27K 2026-07-16 $46.90
2026 Q1 REDUCED 63.8% +34.3% ❌ 525 -925 -63.8% 0.01% $19K 2026-04-13 $36.75
2025 Q4 REDUCED 25.6% +1.4% ❌ 1,450 -498 -25.6% 0.02% $53K 2026-01-08 $35.15
2025 Q3 ADDED — — — 1,948 +1,477 +313.6% 0.02% $68K 2025-10-21 $32.90
2025 Q2 REDUCED 41.3% +6.2% ❌ 471 -332 -41.3% 0.01% $16K 2025-08-06 $35.09
2025 Q1 REDUCED 16.5% +16.0% ❌ 803 -159 -16.5% 0.01% $24K 2025-05-13 $34.90
2024 Q4 INITIATED — — — 962 — — 0.01% $33K 2025-02-14 $39.81

🏢 Other funds also holding MGM

As of 2026 Q3 — sorted by position size

Mirador Capital Partners LP 3Y 7Y 0.2% Dale Q Rice Investment Management Ltd 0.12% Byrne Asset Management LLC 3Y 0.08% Somerset Trust Co 3Y 7Y 0.07% GAMMA Investing LLC 0.02% B. Riley Wealth Advisors, Inc. 3Y 7Y 0.01% Bullock Wealth Management Group 0.01% GATEWAY INVESTMENT ADVISERS LLC 3Y 7Y 0.01% Grove Bank & Trust 3Y 7Y 0.01% CONTRAVISORY INVESTMENT MANAGEMENT, INC. 3Y 7Y 0.01%

FAQ About True Wealth Design, LLC and MGM

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 MGM?

True Wealth Design, LLC reported MGM across 8 quarterly 13F filings, from 2024 Q4 through 2026 Q3.

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

The largest reported portfolio weight for MGM was 0.02% in 2025 Q3.

What is the latest reported MGM position on this page?

The most recent filing on this page is 2026 Q3, when True Wealth Design, LLC reported 983 shares, equal to 0.01% of portfolio, with an estimated market value of $31K.

What does the chart on this MGM ownership page compare?

The chart compares True Wealth Design, LLC's quarterly MGM 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 MGM position?

Based on 13F filing dates vs. subsequent MGM price moves, True Wealth Design, LLC correctly timed 2 out of 7 reported position changes (29%). The annualised alpha on MGM relative to SPY over the holding period was -28.9%.

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