Position in AS
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,421
+$138 QoQ
Shares Held
42
+7.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#320
of 349 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AS Over Time
Shares Held
Position Value (USD)
Position in Leisure
Consumer Cyclical · as of Jun 30, 2026True Wealth Design, LLC holds $135,719 across 14 Leisure names. AS ranks #9 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | YETI |
YETI Holdings, Inc.
|
968 | $47,974 | |
| 2 | HAS |
Hasbro, Inc.
|
506 | $41,790 | |
| 3 | PLNT |
Planet Fitness, Inc.
|
411 | $21,441 | |
| 4 | PTON |
Peloton Interactive, Inc.
|
1,892 | $11,181 | |
| 5 | FUN |
Six Flags Entertainment Corporation/NEW
|
138 | $2,939 | |
| 6 | LTH |
Life Time Group Holdings, Inc.
|
65 | $2,654 | |
| 7 | JOUT |
Johnson Outdoors Inc
|
56 | $2,578 | |
| 8 | CALY |
Callaway Golf Co
|
91 | $1,709 |
All Filings in AS
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,421 | 42 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $1,283 | 39 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,456 | 39 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $1,355 | 39 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,860 | 48 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $80 | 3 | Shares | Sole | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||