True Wealth Design, LLC PHI — PLDT INC

Ownership history in True Wealth Design, LLC  ·  15 quarters on record

AI Ownership Summary

True Wealth Design, LLC reported PLDT INC (PHI) in 15 quarterly 13F filings from 2024 Q1 through 2026 Q2. The latest visible filing shows PHI 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this PHI 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 PLDT 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

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

High-water mark
Peak Conviction
0.0% in 2025 Q4

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

Time in book
Holding Window
2024 Q1 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.

PHI stock page True Wealth Design, LLC fund profile True Wealth Design, LLC full holdings
How True Wealth Design, LLC held PHI — position size vs. price
% of Fund (quarterly)    PHI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 33 -126 -79.2% 0.00% $579 2026-07-16 $19.50
2026 Q1 ADDED — — — 159 +9 +6.0% 0.00% $3K 2026-04-13 $20.47
2025 Q4 ADDED — — — 150 +14 +10.3% 0.00% $3K 2026-01-08 $20.92
2025 Q3 ADDED — — — 136 +116 +580.0% 0.00% $3K 2025-10-21 $18.46
2025 Q2 REDUCED — — — 20 -1 -4.8% 0.00% $436 2025-08-06 $21.96
2025 Q1 REDUCED — — — 21 -1 -4.5% 0.00% $460 2025-05-13 $22.47
2024 Q4 ADDED — — — 22 +4 +22.2% 0.00% $488 2025-02-14 $21.80
2024 Q3 UNCHANGED — — — 18 — 0% 0.00% $484 2024-11-14 $20.09
2024 Q2 ADDED — — — 18 +4 +28.6% 0.00% $443 2024-08-14 $25.25
2024 Q1 ADDED — — — 14 +5 +55.6% 0.00% $346 2024-05-14 $22.92
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding PHI

As of 2026 Q2 — sorted by position size

Crossmark Global Holdings, Inc. 3Y 7Y 0.0% Ballentine Partners, LLC 3Y 7Y 0.0% Robeco Institutional Asset Management B.V. 3Y 7Y 0.0% State of Alaska, Department of Revenue 3Y 7Y 0.0% Blue Trust, Inc. 3Y 0.0% ELEVATION WEALTH PARTNERS, LLC 0.0% GAMMA Investing LLC 0.0% WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 3Y 7Y 0.0% Physician Wealth Advisors, Inc. 3Y 0.0% Farther Finance Advisors, LLC 0.0%

FAQ About True Wealth Design, LLC and PHI

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 PHI?

True Wealth Design, LLC reported PHI across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

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

The largest reported portfolio weight for PHI was 0.00% in 2025 Q4.

What is the latest reported PHI position on this page?

The most recent filing on this page is 2026 Q2, when True Wealth Design, LLC reported 33 shares, equal to 0.00% of portfolio, with an estimated market value of $579.

What does the chart on this PHI ownership page compare?

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

Based on 13F filing dates vs. subsequent PHI price moves, True Wealth Design, LLC correctly timed 5 out of 9 reported position changes (56%). The annualised alpha on PHI relative to SPY over the holding period was -17.1%.

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