Position in AMZN
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$889,961
+$224,955 QoQ
Shares Held
3,734
+16.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.05%
of 13F equity value
Holder Rank
#5,053
of 6,107 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AMZN Over Time
Shares Held
Position Value (USD)
Position in Internet Retail
Consumer Cyclical · as of Jun 30, 2026True Wealth Design, LLC holds $1,148,408 across 16 Internet Retail names. AMZN ranks #1 (77.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMZN |
Amazon Com Inc
This page
|
3,734 | $889,961 | |
| 2 | ETSY |
Etsy Inc
|
1,015 | $76,459 | |
| 3 | W |
Wayfair Inc.
|
626 | $57,854 | |
| 4 | EBAY |
Ebay Inc
|
392 | $43,806 | |
| 5 | DASH |
DoorDash, Inc.
|
176 | $32,477 | |
| 6 | MELI |
Mercadolibre Inc
|
8 | $13,579 | |
| 7 | BABA |
Alibaba Group Holding Ltd
|
84 | $8,062 | |
| 8 | SE |
Sea Ltd
|
68 | $6,516 |
All Filings in AMZN
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $889,961 | 3,734 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $665,006 | 3,193 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $557,199 | 2,414 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $502,156 | 2,287 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $414,647 | 1,890 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $380,329 | 1,999 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $365,284 | 1,665 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $316,015 | 1,696 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $279,053 | 1,444 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $249,645 | 1,384 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $192,963 | 1,270 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $118,475 | 932 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $121,365 | 931 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $115,271 | 1,116 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $49,980 | 595 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||