Position in MHO
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$26,851
+$6,402 QoQ
Shares Held
167
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#289
of 348 holders
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MHO Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026True Wealth Design, LLC holds $487,966 across 13 Residential Construction names. MHO ranks #4 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TOL |
Toll Brothers, Inc.
|
1,326 | $218,458 | |
| 2 | NVR |
Nvr Inc
|
23 | $156,708 | |
| 3 | PHM |
Pultegroup Inc/Mi/
|
248 | $34,028 | |
| 4 | MHO |
M/I Homes, Inc.
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|
167 | $26,851 | |
| 5 | LEN |
Lennar Corp /New/
|
228 | $20,631 | |
| 6 | DHI |
Horton D R Inc /De/
|
105 | $17,102 | |
| 7 | MTH |
Meritage Homes CORP
|
141 | $11,822 | |
| 8 | CVCO |
Cavco Industries, Inc.
|
1 | $614 |
All Filings in MHO
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,851 | 167 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $20,449 | 167 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $21,367 | 167 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $24,121 | 167 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $18,724 | 167 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $14,729 | 129 | Shares | Sole | 2025-05-13 | |
| 2024-09-30 | $171 | 1 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||