Position in LULU
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$142,383
+$135,318 QoQ
Shares Held
930
+2635.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in LULU Over Time
Shares Held
Position Value (USD)
Position in Apparel Retail
Consumer Cyclical · as of Mar 31, 2026True Wealth Design, LLC holds $834,967 across 21 Apparel Retail names. LULU ranks #2 (17.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TJX |
Tjx Companies Inc /De/
|
1,482 | $236,675 | |
| 2 | LULU |
lululemon athletica inc.
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|
930 | $142,383 | |
| 3 | BURL |
Burlington Stores, Inc.
|
379 | $123,319 | |
| 4 | GAP |
Gap Inc
|
4,116 | $99,607 | |
| 5 | ROST |
Ross Stores, Inc.
|
440 | $95,317 | |
| 6 | ANF |
Abercrombie & Fitch Co /De/
|
708 | $64,689 | |
| 7 | AEO |
American Eagle Outfitters Inc
|
1,518 | $25,350 | |
| 8 | URBN |
Urban Outfitters Inc
|
230 | $14,570 |
All Filings in LULU
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $142,383 | 930 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $7,065 | 34 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $2,135 | 12 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $21,382 | 90 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $51,516 | 182 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $48,183 | 126 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $11,668 | 43 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $18,818 | 63 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $24,610 | 63 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $31,188 | 61 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $771 | 2 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $757 | 2 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $728 | 2 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $640 | 2 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||