Position in BHP
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$90,974
+$11,761 QoQ
Shares Held
1,092
+0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#625
of 814 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BHP Over Time
Shares Held
Position Value (USD)
Position in Other Industrial Metals & Mining
Basic Materials · as of Jun 30, 2026True Wealth Design, LLC holds $178,236 across 13 Other Industrial Metals & Mining names. BHP ranks #1 (51.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BHP |
BHP Group Ltd
This page
|
1,092 | $90,974 | |
| 2 | RIO |
Rio Tinto PLC
|
460 | $43,667 | |
| 3 | CRML |
Critical Metals Corp.
|
1,759 | $18,029 | |
| 4 | VALE |
Vale S.A.
|
541 | $8,136 | |
| 5 | MTRN |
MATERION Corp
|
21 | $6,245 | |
| 6 | LAR |
Lithium Argentina AG
|
600 | $4,962 | |
| 7 | LAC |
Lithium Americas Corp.
|
600 | $2,310 | |
| 8 | CMP |
Compass Minerals International Inc
|
52 | $1,618 |
All Filings in BHP
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $90,974 | 1,092 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $79,213 | 1,089 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $48,235 | 799 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $42,091 | 755 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $11,012 | 229 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $11,212 | 231 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $9,570 | 196 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $10,745 | 173 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $10,219 | 179 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $8,191 | 142 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $5,533 | 81 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $4,607 | 81 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $4,833 | 81 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $5,136 | 81 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $5,026 | 81 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||