True Wealth Design, LLC

Position in BJ — BJ's Wholesale Club Holdings, Inc.

CIK 1966033 AKRON, OH

Position in BJ

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$65,327

+$54,501 QoQ

Shares Held

749

+580.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#478

of 632 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

True Wealth Design, LLC holds $967,963 across 7 Discount Stores names. BJ ranks #6 (6.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WMT	Walmart Inc.	3,136	$355,183
2	DG	Dollar General Corp	1,666	$191,773
3	COST	Costco Wholesale Corp /New	200	$187,094
4	DLTR	Dollar Tree, Inc.	740	$89,503
5	TGT	Target Corp	604	$78,888
6	BJ	BJ's Wholesale Club Holdings, Inc. This page	749	$65,327
7	PSMT	Pricesmart Inc	1	$195

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$65,327	749	+580.9%	Shares	Sole	2026-07-16
2026-03-31	$10,826	110	+111.5%	Shares	Sole	2026-04-13
2025-12-31	$4,681	52	-70.5%	Shares	Sole	2026-01-08
2025-09-30	$16,412	176	-40.5%	Shares	Sole	2025-10-21
2025-06-30	$31,917	296	+2.1%	Shares	Sole	2025-08-06
2025-03-31	$33,089	290	+11.1%	Shares	Sole	2025-05-13
2024-12-31	$23,320	261	+467.4%	Shares	Sole	2025-02-14
2024-09-30	$3,794	46	+1433.3%	Shares	Sole	2024-11-14
2024-06-30	$263	3	+50.0%	Shares	Sole	2024-08-14
2024-03-31	$151	2	0.0%	Shares	Sole	2024-05-14
2023-12-31	$133	2	0.0%	Shares	Sole	2024-02-14
2023-09-30	$142	2	0.0%	Shares	Sole	2023-11-13
2023-06-30	$126	2	+100.0%	Shares	Sole	2023-08-14
2023-03-31	$76	1	0.0%	Shares	Sole	2023-05-12
2022-12-31	$66	1	—	Shares	Sole	2023-02-15
No filing history on record for this holder in this stock.