Position in RICK
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$901
+$605 QoQ
Shares Held
33
+153.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#86
of 97 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in RICK Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026True Wealth Design, LLC holds $1,191,998 across 25 Restaurants names. RICK ranks #21 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
2,268 | $613,063 | |
| 2 | TXRH |
Texas Roadhouse, Inc.
|
867 | $167,530 | |
| 3 | DPZ |
Dominos Pizza Inc
|
556 | $164,598 | |
| 4 | CMG |
Chipotle Mexican Grill Inc
|
1,787 | $60,758 | |
| 5 | DRI |
Darden Restaurants Inc
|
225 | $46,352 | |
| 6 | YUM |
Yum Brands Inc
|
278 | $44,441 | |
| 7 | SBUX |
Starbucks Corp
|
265 | $27,080 | |
| 8 | QSR |
Restaurant Brands International Inc.
|
274 | $19,867 |
All Filings in RICK
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $901 | 33 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $296 | 13 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,048 | 44 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $793 | 26 | Shares | Sole | 2025-10-21 | |
| No filing history on record for this holder in this stock. | ||||||