True Wealth Design, LLC

Position in HD — Home Depot, Inc.

CIK 1966033 AKRON, OH

Position in HD

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

Position Value

$142,835

+$65,546 QoQ

Shares Held

405

+72.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#3,909

of 4,083 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 $161,109 across 4 Home Improvement Retail names. HD ranks #1 (88.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HD	Home Depot, Inc. This page	405	$142,835
2	FND	Floor & Decor Holdings, Inc.	179	$10,625
3	LOW	Lowes Companies Inc	34	$7,496
4	HVT	Haverty Furniture Companies Inc	6	$153

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$142,835	405	+72.3%	Shares	Sole	2026-07-16
2026-03-31	$77,289	235	+20.5%	Shares	Sole	2026-04-13
2025-12-31	$67,099	195	-22.6%	Shares	Sole	2026-01-08
2025-09-30	$102,107	252	+20.0%	Shares	Sole	2025-10-21
2025-06-30	$76,994	210	+35.5%	Shares	Sole	2025-08-06
2025-03-31	$56,805	155	+4.7%	Shares	Sole	2025-05-13
2024-12-31	$57,570	148	+9.6%	Shares	Sole	2025-02-14
2024-09-30	$54,702	135	0.0%	Shares	Sole	2024-11-14
2024-06-30	$46,472	135	-52.1%	Shares	Sole	2024-08-14
2024-03-31	$108,175	282	+3.7%	Shares	Sole	2024-05-14
2023-12-31	$94,261	272	0.0%	Shares	Sole	2024-02-14
2023-09-30	$82,187	272	-90.6%	Shares	Sole	2023-11-13
2023-06-30	$900,234	2,898	-0.7%	Shares	Sole	2023-08-14
2023-03-31	$861,160	2,918	+10.6%	Shares	Sole	2023-05-12
2022-12-31	$833,554	2,639	—	Shares	Sole	2023-02-15
No filing history on record for this holder in this stock.