Position in MTH
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$11,822
+$11,761 QoQ
Shares Held
141
+14000.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#331
of 398 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MTH 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. MTH ranks #7 (2.4% 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.
|
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
This page
|
141 | $11,822 | |
| 8 | CVCO |
Cavco Industries, Inc.
|
1 | $614 |
All Filings in MTH
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,822 | 141 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $61 | 1 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $65 | 1 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $796 | 11 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $602 | 9 | Shares | Sole | 2025-08-06 | |
| No filing history on record for this holder in this stock. | ||||||