Position in CVNA
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$5,726
+$1,640 QoQ
Shares Held
87
+33.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#721
of 815 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CVNA Over Time
Shares Held
Position Value (USD)
Position in Auto & Truck Dealerships
Consumer Cyclical · as of Jun 30, 2026True Wealth Design, LLC holds $232,118 across 13 Auto & Truck Dealerships names. CVNA ranks #7 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AN |
Autonation, Inc.
|
545 | $101,255 | |
| 2 | KMX |
Carmax Inc
|
1,347 | $71,242 | |
| 3 | GPI |
Group 1 Automotive Inc
|
71 | $20,673 | |
| 4 | ABG |
Asbury Automotive Group Inc
|
45 | $9,048 | |
| 5 | DRVN |
Driven Brands Holdings Inc.
|
496 | $6,914 | |
| 6 | LAD |
Lithia Motors Inc
|
23 | $6,681 | |
| 7 | CVNA |
Carvana Co.
This page
|
87 | $5,726 | |
| 8 | ACVA |
ACV Auctions Inc.
|
718 | $5,162 |
All Filings in CVNA
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,726 | 87 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $4,086 | 13 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $5,486 | 13 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $5,281 | 14 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $4,380 | 13 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,672 | 8 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,016 | 5 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $696 | 4 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $643 | 5 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||