True Wealth Design, LLC

Position in BHP — BHP Group Ltd

CIK 1966033 AKRON, OH

Position in BHP

as of Mar 31, 2026 · filed Apr 13, 2026 Compact

Position Value

$79,213

+$30,978 QoQ

Shares Held

1,089

+36.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Basic Materials · as of Mar 31, 2026

True Wealth Design, LLC holds $172,801 across 12 Other Industrial Metals & Mining names. BHP ranks #1 (45.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BHP	BHP Group Ltd This page	1,089	$79,213
2	RIO	Rio Tinto PLC	615	$57,373
3	CRML	Critical Metals Corp.	1,759	$13,966
4	VALE	Vale S.A.	538	$8,559
5	MTRN	MATERION Corp	29	$4,194
6	LAR	Lithium Argentina AG	600	$4,008
7	LAC	Lithium Americas Corp.	600	$2,370
8	TECK	Teck Resources Ltd	45	$2,328

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$79,213	1,089	+36.3%	Shares	Sole	2026-04-13
2025-12-31	$48,235	799	+5.8%	Shares	Sole	2026-01-08
2025-09-30	$42,091	755	+229.7%	Shares	Sole	2025-10-21
2025-06-30	$11,012	229	-0.9%	Shares	Sole	2025-08-06
2025-03-31	$11,212	231	+17.9%	Shares	Sole	2025-05-13
2024-12-31	$9,570	196	+13.3%	Shares	Sole	2025-02-14
2024-09-30	$10,745	173	-3.4%	Shares	Sole	2024-11-14
2024-06-30	$10,219	179	+26.1%	Shares	Sole	2024-08-14
2024-03-31	$8,191	142	+75.3%	Shares	Sole	2024-05-14
2023-12-31	$5,533	81	0.0%	Shares	Sole	2024-02-14
2023-09-30	$4,607	81	0.0%	Shares	Sole	2023-11-13
2023-06-30	$4,833	81	0.0%	Shares	Sole	2023-08-14
2023-03-31	$5,136	81	0.0%	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.