Meta Platforms, Inc.
MX ˙ BMV ˙ US30303M1027
SecurityMX:META / Meta Platforms, Inc.
InstitutionStrategic Wealth Designers
Latest Disclosed Ownership33,338 shares
Latest Disclosed Value $ 19,073,619
Strategic Wealth Designers reports 6.07% increase in ownership of META / Meta Platforms, Inc.

On May 11, 2026 - Strategic Wealth Designers filed a 13F-HR form disclosing ownership of 33,338 shares of Meta Platforms, Inc. (MX:META) valued at $19,073,619 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 31,431 shares of Meta Platforms, Inc.. This represents a change in shares of 6.07% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-11 2026-03-31 13F META PLATFORMS CL A 30303M102 33,338 1,907 6.07 19,074 -8.07 2.4203
2026-02-11 2025-12-31 13F META PLATFORMS CL A 30303M102 31,431 -12,336 -28.19 20,747 -35.45 2.5499
2025-11-14 2025-09-30 13F META PLATFORMS CL A 30303M102 43,767 40,651 1,304.59 32,142 1,297.43 2.7052
2025-08-14 2025-06-30 13F META PLATFORMS CL A 30303M102 3,116 279 9.83 2,300 40.67 3.3302
2025-04-14 2025-03-31 13F LAM RESH COMMON STOCK 30303M102 2,837 -41,082 -93.54 1,635 -93.64 2.8458
2025-01-23 2024-12-31 13F/A-2 META PLATFORMS INC CL A 30303M102 43,919 649 1.50 25,715 3.09 2.8410
2025-01-22 2024-12-31 13F/A-1 ADOBE COM 30303M102 1,323 -41,947 588 0.0644
2025-01-22 2024-12-31 13F ADOBE COM 30303M102 1,323 -41,947 588 0.0644
2024-10-24 2024-09-30 13F META PLATFORMS CL A 30303M102 43,270 9,290 27.34 24,944 45.46 2.6725
2024-08-13 2024-06-30 13F META PLATFORMS CL A 30303M102 33,980 -10,816 -24.15 17,149 8.16 2.1674
2024-01-16 2023-12-31 13F META PLATFORMS CL A 30303M102 44,796 3,016 7.22 15,856 26.42 2.3832
2023-11-03 2023-09-30 13F META PLATFORMS CL A 30303M102 41,780 2,899 7.46 12,543 12.40 2.2735
2023-07-17 2023-06-30 13F META PLATFORMS INC COM CL A COM CL A 30303M102 38,881 -6,907 -15.08 11,158 14.98 1.7707
2023-04-24 2023-03-31 13F/A-1 META PLATFORMS INC COM CL A COM CL A 30303M102 45,788 6,848 17.59 9,704 87.37 1.7999
2023-04-20 2023-03-31 13F META PLATFORMS INC COM CL A COM CL A 30303M102 21,082 -17,858 9,704 1.7999
2023-01-27 2022-12-31 13F META PLATFORMS INC COM CL A COM CL A 30303M102 38,940 11,428 41.54 5,180 38.74 1.1976
2022-10-21 2022-09-30 13F META PLATFORMS INC COM CL A COM CL A 30303M102 27,512 3,336 13.80 3,733 -4.23 1.0733
2022-08-08 2022-06-30 13F META PLATFORMS INC COM CL A COM CL A 30303M102 24,176 2,391 10.98 3,898 -19.53 0.9765
2022-04-26 2022-03-31 13F META PLATFORMS INC COM CL A COM CL A 30303M102 21,785 4,552 26.41 4,844 -16.43 1.1553
2022-01-21 2021-12-31 13F META PLATFORMS CL A 30303M102 17,233 2,040 13.43 5,796 13.07 1.5072
2021-11-15 2021-09-30 13F FACEBOOK CL A 30303M102 15,193 2,692 21.53 5,126 17.92 1.5314
2021-07-16 2021-06-30 13F FACEBOOK CL A 30303M102 12,501 3,161 33.84 4,347 58.02 1.5405
2021-04-22 2021-03-31 13F FACEBOOK CL A 30303M102 9,340 2,187 30.57 2,751 40.79 1.3196
2021-01-26 2020-12-31 13F/A-1 FACEBOOK CL A 30303M102 7,153 498 7.48 1,954 12.11 1.1447
2020-11-03 2020-09-30 13F FACEBOOK CL A 30303M102 6,655 685 11.47 1,743 28.54 1.3111
2020-07-13 2020-06-30 13F FACEBOOK CL A 30303M102 5,970 -407 -6.38 1,356 27.44 1.3284
2020-04-20 2020-03-31 13F FACEBOOK CL A 30303M102 6,377 324 5.35 1,064 -14.33 1.7335
2020-02-11 2019-12-31 13F FACEBOOK CL A 30303M102 6,053 6,053 1,242 1.2879
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.