Position in LI
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$5,669
+$4,315 QoQ
Shares Held
318
+297.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in LI Over Time
Shares Held
Position Value (USD)
Position in Auto Manufacturers
Consumer Cyclical · as of Mar 31, 2026True Wealth Design, LLC holds $627,017 across 13 Auto Manufacturers names. LI ranks #7 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GM |
General Motors Co
|
4,218 | $314,241 | |
| 2 | TSLA |
Tesla, Inc.
|
581 | $215,986 | |
| 3 | TM |
Toyota Motor Corp/
|
203 | $41,836 | |
| 4 | F |
Ford Motor Co
|
1,327 | $15,313 | |
| 5 | RACE |
Ferrari N.V.
|
43 | $14,553 | |
| 6 | STLA |
Stellantis N.V.
|
1,223 | $8,671 | |
| 7 | LI |
Li Auto Inc.
This page
|
318 | $5,669 | |
| 8 | HMC |
Honda Motor Co Ltd
|
231 | $5,615 |
All Filings in LI
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,669 | 318 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,354 | 80 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $2,280 | 90 | Shares | Sole | 2025-10-21 | |
| No filing history on record for this holder in this stock. | ||||||