True Wealth Design, LLC

Position in DHI — Horton D R Inc /De/

CIK 1966033 AKRON, OH

Position in DHI

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$17,102

-$9,930 QoQ

Shares Held

105

-46.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,089

of 1,224 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

True Wealth Design, LLC holds $487,966 across 13 Residential Construction names. DHI ranks #6 (3.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
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/ This page	105	$17,102
7	MTH	Meritage Homes CORP	141	$11,822
8	CVCO	Cavco Industries, Inc.	1	$614

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$17,102	105	-46.7%	Shares	Sole	2026-07-16
2026-03-31	$27,032	197	-39.8%	Shares	Sole	2026-04-13
2025-12-31	$47,097	327	+2.5%	Shares	Sole	2026-01-08
2025-09-30	$54,060	319	+786.1%	Shares	Sole	2025-10-21
2025-06-30	$4,641	36	+38.5%	Shares	Sole	2025-08-06
2025-03-31	$3,305	26	+23.8%	Shares	Sole	2025-05-13
2024-12-31	$2,936	21	+31.2%	Shares	Sole	2025-02-14
2024-09-30	$3,052	16	+23.1%	Shares	Sole	2024-11-14
2024-06-30	$1,832	13	-13.3%	Shares	Sole	2024-08-14
2024-03-31	$2,468	15	+66.7%	Shares	Sole	2024-05-14
2023-12-31	$1,367	9	0.0%	Shares	Sole	2024-02-14
2023-09-30	$967	9	-18.2%	Shares	Sole	2023-11-13
2023-06-30	$1,338	11	0.0%	Shares	Sole	2023-08-14
2023-03-31	$1,074	11	0.0%	Shares	Sole	2023-05-12
2022-12-31	$980	11	—	Shares	Sole	2023-02-15
No filing history on record for this holder in this stock.