Position in MLR
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,074
+$482 QoQ
Shares Held
21
+61.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#139
of 147 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MLR Over Time
Shares Held
Position Value (USD)
Position in Auto Parts
Consumer Cyclical · as of Jun 30, 2026True Wealth Design, LLC holds $611,622 across 30 Auto Parts names. MLR ranks #23 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BWA |
Borgwarner Inc
|
2,046 | $135,854 | |
| 2 | ALV |
Autoliv Inc
|
587 | $68,191 | |
| 3 | LKQ |
Lkq Corp
|
1,964 | $51,712 | |
| 4 | ALSN |
Allison Transmission Holdings Inc
|
456 | $51,409 | |
| 5 | GPC |
Genuine Parts Co
|
407 | $48,017 | |
| 6 | ORLY |
O Reilly Automotive Inc
|
506 | $46,597 | |
| 7 | APTV |
Aptiv PLC
|
640 | $39,283 | |
| 8 | AZO |
Autozone Inc
|
9 | $28,763 |
All Filings in MLR
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,074 | 21 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $592 | 13 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $224 | 6 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $404 | 10 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $577 | 13 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $550 | 13 | Shares | Sole | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||