Position in TM
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$6,231
-$35,605 QoQ
Shares Held
37
-81.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#571
of 641 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TM Over Time
Shares Held
Position Value (USD)
Position in Auto Manufacturers
Consumer Cyclical · as of Jun 30, 2026True Wealth Design, LLC holds $750,746 across 12 Auto Manufacturers names. TM ranks #7 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GM |
General Motors Co
|
4,753 | $366,361 | |
| 2 | TSLA |
Tesla, Inc.
|
712 | $299,467 | |
| 3 | RACE |
Ferrari N.V.
|
82 | $30,527 | |
| 4 | F |
Ford Motor Co
|
1,670 | $23,213 | |
| 5 | HMC |
Honda Motor Co Ltd
|
357 | $9,678 | |
| 6 | STLA |
Stellantis N.V.
|
1,553 | $8,914 | |
| 7 | TM |
Toyota Motor Corp/
This page
|
37 | $6,231 | |
| 8 | RIVN |
Rivian Automotive, Inc. / DE
|
122 | $2,116 |
All Filings in TM
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,231 | 37 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $41,836 | 203 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $24,830 | 116 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $21,019 | 110 | Shares | Sole | 2025-10-21 | |
| No filing history on record for this holder in this stock. | ||||||