Position in OMEX
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$35
-$47 QoQ
Shares Held
42
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in OMEX Over Time
Shares Held
Position Value (USD)
Position in Other Industrial Metals & Mining
Basic Materials · as of Jun 30, 2026True Wealth Design, LLC holds $181,922 across 14 Other Industrial Metals & Mining names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BHP |
BHP Group Ltd
|
1,092 | $90,974 | |
| 2 | RIO |
Rio Tinto PLC
|
460 | $43,667 | |
| 3 | CRML |
Critical Metals Corp.
|
1,759 | $18,029 | |
| 4 | VALE |
Vale S.A.
|
541 | $8,136 | |
| 5 | MTRN |
MATERION Corp
|
21 | $6,245 | |
| 6 | LAR |
Lithium Argentina AG
|
600 | $4,962 | |
| 7 | TECK |
Teck Resources Ltd
|
62 | $3,686 | |
| 8 | LAC |
Lithium Americas Corp.
|
600 | $2,310 |
All Filings in OMEX
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $35 | 42 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $82 | 42 | Shares | Sole | 2026-01-08 | |
| No filing history on record for this holder in this stock. | ||||||