Position in LITE
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$77,225
+$30,843 QoQ
Shares Held
90
+36.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,125
of 1,304 holders
Holding Since
Mar 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LITE Over Time
Shares Held
Position Value (USD)
Position in Communication Equipment
Technology · as of Jun 30, 2026True Wealth Design, LLC holds $579,735 across 20 Communication Equipment names. LITE ranks #3 (13.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CIEN |
Ciena Corp
|
409 | $200,639 | |
| 2 | CSCO |
Cisco Systems, Inc.
|
1,220 | $143,301 | |
| 3 | LITE |
Lumentum Holdings Inc.
This page
|
90 | $77,225 | |
| 4 | HPE |
Hewlett Packard Enterprise Co
|
1,224 | $55,214 | |
| 5 | VSAT |
Viasat Inc
|
272 | $24,428 | |
| 6 | UI |
Ubiquiti Inc.
|
40 | $21,361 | |
| 7 | NOK |
Nokia Corp
|
1,060 | $14,076 | |
| 8 | MSI |
Motorola Solutions, Inc.
|
31 | $12,873 |
All Filings in LITE
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $77,225 | 90 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $46,382 | 66 | Shares | Sole | 2026-04-13 | |
| 2025-03-31 | $62 | 1 | Shares | Sole | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||