Position in BSET
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$425
+$369 QoQ
Shares Held
24
+500.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#68
of 73 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BSET Over Time
Shares Held
Position Value (USD)
Position in Furnishings, Fixtures & Appliances
Consumer Cyclical · as of Jun 30, 2026True Wealth Design, LLC holds $201,555 across 14 Furnishings, Fixtures & Appliances names. BSET ranks #11 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MHK |
Mohawk Industries Inc
|
998 | $121,087 | |
| 2 | 2,514 | $29,438 | |||
| 3 | WHR |
Whirlpool Corp /De/
|
563 | $22,193 | |
| 4 | LZB |
La-Z-Boy Inc
|
235 | $9,428 | |
| 5 | ETD |
Ethan Allen Interiors Inc
|
351 | $7,841 | |
| 6 | SN |
SharkNinja, Inc.
|
38 | $5,786 | |
| 7 | COOK |
Traeger, Inc.
|
27 | $2,128 | |
| 8 | SGI |
Somnigroup International Inc.
|
17 | $1,332 |
All Filings in BSET
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $425 | 24 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $56 | 4 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $16 | 1 | Shares | Sole | 2026-01-08 | |
| No filing history on record for this holder in this stock. | ||||||