Position in CVCO
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$614
-$354 QoQ
Shares Held
1
-50.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#355
of 357 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CVCO Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026True Wealth Design, LLC holds $487,966 across 13 Residential Construction names. CVCO ranks #8 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TOL |
Toll Brothers, Inc.
|
1,326 | $218,458 | |
| 2 | NVR |
Nvr Inc
|
23 | $156,708 | |
| 3 | PHM |
Pultegroup Inc/Mi/
|
248 | $34,028 | |
| 4 | MHO |
M/I Homes, Inc.
|
167 | $26,851 | |
| 5 | LEN |
Lennar Corp /New/
|
228 | $20,631 | |
| 6 | DHI |
Horton D R Inc /De/
|
105 | $17,102 | |
| 7 | MTH |
Meritage Homes CORP
|
141 | $11,822 | |
| 8 | CVCO |
Cavco Industries, Inc.
This page
|
1 | $614 |
All Filings in CVCO
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $614 | 1 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $968 | 2 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $590 | 1 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $580 | 1 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $4,344 | 10 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $4,676 | 9 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $4,016 | 9 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||