Position in BH-A
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$329
-$3 QoQ
Shares Held
1
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BH-A Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026True Wealth Design, LLC holds $1,191,998 across 25 Restaurants names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
2,268 | $613,063 | |
| 2 | TXRH |
Texas Roadhouse, Inc.
|
867 | $167,530 | |
| 3 | DPZ |
Dominos Pizza Inc
|
556 | $164,598 | |
| 4 | CMG |
Chipotle Mexican Grill Inc
|
1,787 | $60,758 | |
| 5 | DRI |
Darden Restaurants Inc
|
225 | $46,352 | |
| 6 | YUM |
Yum Brands Inc
|
278 | $44,441 | |
| 7 | SBUX |
Starbucks Corp
|
265 | $27,080 | |
| 8 | QSR |
Restaurant Brands International Inc.
|
274 | $19,867 |
All Filings in BH-A
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 BH | $329 | 1 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 BH | $332 | 1 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 BH | $323 | 1 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 BH | $292 | 1 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 BH | $216 | 1 | Shares | Sole | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||