Position in BWA
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$135,854
+$24,621 QoQ
Shares Held
2,046
-0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#638
of 811 holders
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BWA Over Time
Shares Held
Position Value (USD)
Position in Auto Parts
Consumer Cyclical · as of Jun 30, 2026True Wealth Design, LLC holds $611,622 across 30 Auto Parts names. BWA ranks #1 (22.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BWA |
Borgwarner Inc
This page
|
2,046 | $135,854 | |
| 2 | ALV |
Autoliv Inc
|
587 | $68,191 | |
| 3 | LKQ |
Lkq Corp
|
1,964 | $51,712 | |
| 4 | ALSN |
Allison Transmission Holdings Inc
|
456 | $51,409 | |
| 5 | GPC |
Genuine Parts Co
|
407 | $48,017 | |
| 6 | ORLY |
O Reilly Automotive Inc
|
506 | $46,597 | |
| 7 | APTV |
Aptiv PLC
|
640 | $39,283 | |
| 8 | AZO |
Autozone Inc
|
9 | $28,763 |
All Filings in BWA
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $135,854 | 2,046 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $111,233 | 2,050 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $91,742 | 2,036 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $89,766 | 2,042 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $15,066 | 450 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,719 | 60 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $33,411 | 1,051 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $38,140 | 1,051 | Shares | Sole | 2024-11-14 | |
| 2024-03-31 | $416 | 12 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $358 | 10 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $403 | 10 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $489 | 10 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $392 | 8 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $281 | 7 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||