Position in KMX
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$71,242
+$6,045 QoQ
Shares Held
1,347
-14.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#21
of 45 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in KMX Over Time
Shares Held
Position Value (USD)
Position in Auto & Truck Dealerships
Consumer Cyclical · as of Jun 30, 2026True Wealth Design, LLC holds $233,515 across 14 Auto & Truck Dealerships names. KMX ranks #2 (30.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AN |
Autonation, Inc.
|
545 | $101,255 | |
| 2 | KMX |
Carmax Inc
This page
|
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.
|
87 | $5,726 | |
| 8 | ACVA |
ACV Auctions Inc.
|
718 | $5,162 |
All Filings in KMX
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $71,242 | 1,347 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $65,197 | 1,568 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $35,046 | 907 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $26,383 | 588 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $118,020 | 1,756 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $6,311 | 81 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $81,432 | 996 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $34,434 | 445 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $660 | 9 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $696 | 8 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $383 | 5 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $353 | 5 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $334 | 4 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $257 | 4 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $243 | 4 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||