Position in DG
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$191,773
+$55,590 QoQ
Shares Held
1,666
+45.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#839
of 1,127 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DG Over Time
Shares Held
Position Value (USD)
Position in Discount Stores
Consumer Defensive · as of Jun 30, 2026True Wealth Design, LLC holds $967,963 across 7 Discount Stores names. DG ranks #2 (19.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMT |
Walmart Inc.
|
3,136 | $355,183 | |
| 2 | DG |
Dollar General Corp
This page
|
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.
|
749 | $65,327 | |
| 7 | PSMT |
Pricesmart Inc
|
1 | $195 |
All Filings in DG
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $191,773 | 1,666 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $136,183 | 1,147 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $150,561 | 1,134 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $95,702 | 926 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $10,294 | 90 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $2,725 | 31 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $379 | 5 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $591 | 7 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $661 | 5 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $780 | 5 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $543 | 4 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $423 | 4 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $679 | 4 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $841 | 4 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $985 | 4 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||