Position in SMG
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$18,117
+$14,955 QoQ
Shares Held
266
+411.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#371
of 460 holders
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SMG Over Time
Shares Held
Position Value (USD)
Position in Agricultural Inputs
Basic Materials · as of Jun 30, 2026True Wealth Design, LLC holds $200,153 across 8 Agricultural Inputs names. SMG ranks #4 (9.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MOS |
Mosaic Co
|
3,876 | $82,132 | |
| 2 | CF |
CF Industries Holdings, Inc.
|
453 | $49,041 | |
| 3 | FMC |
Fmc Corp
|
2,423 | $27,864 | |
| 4 | SMG |
Scotts Miracle-Gro Co
This page
|
266 | $18,117 | |
| 5 | CTVA |
Corteva, Inc.
|
163 | $13,804 | |
| 6 | NTR |
Nutrien Ltd.
|
133 | $8,372 | |
| 7 | AVD |
American Vanguard Corp
|
216 | $604 | |
| 8 | ICL |
ICL Group Ltd.
|
44 | $219 |
All Filings in SMG
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,117 | 266 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $3,162 | 52 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $2,450 | 42 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $7,403 | 130 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $7,453 | 113 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,317 | 24 | Shares | Sole | 2025-05-13 | |
| 2024-09-30 | $8,496 | 98 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||