True Wealth Design, LLC STRA — STRATEGIC ED INC

Ownership history in True Wealth Design, LLC  ·  7 quarters on record

AI Ownership Summary

True Wealth Design, LLC reported STRATEGIC ED INC (STRA) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q2. The latest visible filing shows STRA 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 STRA 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 STRATEGIC ED 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

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

High-water mark
Peak Conviction
0.0% in 2024 Q3

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

Time in book
Holding Window
2024 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.

STRA stock page True Wealth Design, LLC fund profile True Wealth Design, LLC full holdings
How True Wealth Design, LLC held STRA — position size vs. price
% of Fund (quarterly)    STRA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 90 +32 +55.2% 0.00% $7K 2026-07-16 $77.69
2026 Q1 REDUCED 7.9% -6.3% ✅ 58 -5 -7.9% 0.00% $5K 2026-04-13 $78.54
2025 Q4 REDUCED 8.7% +4.2% ❌ 63 -6 -8.7% 0.00% $5K 2026-01-08 $82.15
2025 Q3 REDUCED 42.5% -5.3% ✅ 69 -51 -42.5% 0.00% $6K 2025-10-21 $81.61
2025 Q2 ADDED — — — 120 +99 +471.4% 0.00% $10K 2025-08-06 $75.80
2024 Q4 REDUCED 79.4% -9.5% ✅ 21 -81 -79.4% 0.00% $2K 2025-02-14 $97.97
2024 Q3 INITIATED — — — 102 — — 0.00% $9K 2024-11-14 $91.92

🏢 Other funds also holding STRA

As of 2026 Q2 — sorted by position size

Miller Global Investments, LLC 0.42% Linden Thomas Advisory Services, LLC 3Y 0.13% WEDGE CAPITAL MANAGEMENT L L P/NC 3Y 7Y 0.03% Y-Intercept (Hong Kong) Ltd 3Y 0.03% YOUSIF CAPITAL MANAGEMENT, LLC 3Y 0.01% Versant Capital Management, Inc 3Y 7Y 0.0% WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 3Y 7Y 0.0% Handelsbanken Fonder AB 3Y 7Y 0.0% GAMMA Investing LLC 0.0% Retirement Wealth Solutions LLC 0.0%

FAQ About True Wealth Design, LLC and STRA

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 STRA?

True Wealth Design, LLC reported STRA across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q2.

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

The largest reported portfolio weight for STRA was 0.00% in 2024 Q3.

What is the latest reported STRA position on this page?

The most recent filing on this page is 2026 Q2, when True Wealth Design, LLC reported 90 shares, equal to 0.00% of portfolio, with an estimated market value of $7K.

What does the chart on this STRA ownership page compare?

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

Based on 13F filing dates vs. subsequent STRA price moves, True Wealth Design, LLC correctly timed 5 out of 6 reported position changes (83%). The annualised alpha on STRA relative to SPY over the holding period was -22.5%.

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