Apple Inc.
CH ˙ SWX ˙ US0378331005
SecurityCH:AAPL / Apple Inc.
InstitutionTrue Wealth Design, LLC
Latest Disclosed Ownership9,239 shares
Latest Disclosed Value $ 2,344,791
True Wealth Design, LLC reports 7.71% increase in ownership of AAPL / Apple Inc.

On April 13, 2026 - True Wealth Design, LLC filed a 13F-HR form disclosing ownership of 9,239 shares of Apple Inc. (CH:AAPL) valued at $2,344,791 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 8, 2026 disclosing 8,578 shares of Apple Inc.. This represents a change in shares of 7.71% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-13 2026-03-31 13F APPLE COM 037833100 9,239 661 7.71 2,345 0.56 0.6505
2026-01-08 2025-12-31 13F APPLE COM 037833100 8,578 303 3.66 2,332 10.63 0.6836
2025-10-21 2025-09-30 13F APPLE COM 037833100 8,275 826 11.09 2,107 37.89 0.6439
2025-08-06 2025-06-30 13F APPLE COM 037833100 7,449 230 3.19 1,528 -4.68 0.5386
2025-05-13 2025-03-31 13F APPLE COM 037833100 7,219 110 1.55 1,604 -9.94 0.6108
2025-02-14 2024-12-31 13F APPLE COM 037833100 7,109 880 14.13 1,780 22.67 0.6907
2024-11-14 2024-09-30 13F APPLE COM 037833100 6,229 -3,591 -36.57 1,451 -29.84 0.5668
2024-08-14 2024-06-30 13F APPLE COM 037833100 9,820 951 10.72 2,068 36.05 0.5111
2024-05-14 2024-03-31 13F APPLE COM 037833100 8,869 111 1.27 1,521 -9.85 0.3790
2024-02-14 2023-12-31 13F APPLE COM 037833100 8,758 817 10.29 1,686 24.06 0.4749
2023-11-13 2023-09-30 13F APPLE COM 037833100 7,941 -2 -0.03 1,360 -11.75 0.4550
2023-08-14 2023-06-30 13F APPLE COM 037833100 7,943 -1,723 -17.83 1,541 -3.33 0.5633
2023-05-12 2023-03-31 13F APPLE COM 037833100 9,666 5 0.05 1,594 26.93 0.6683
2023-02-15 2022-12-31 13F APPLE COM 037833100 9,661 9,661 1,255 0.5808
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.