Position in TREX
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$62,499
+$21,964 QoQ
Shares Held
1,249
+12.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#62
of 115 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TREX Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026True Wealth Design, LLC holds $818,075 across 19 Building Products & Equipment names. TREX ranks #4 (7.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JCI |
Johnson Controls International plc
|
2,154 | $314,720 | |
| 2 | OC |
Owens Corning
|
889 | $141,315 | |
| 3 | CARR |
CARRIER GLOBAL Corp
|
937 | $68,728 | |
| 4 | TREX |
Trex Co Inc
This page
|
1,249 | $62,499 | |
| 5 | MAS |
Masco Corp /De/
|
742 | $60,376 | |
| 6 | FBIN |
Fortune Brands Innovations, Inc.
|
630 | $34,587 | |
| 7 | TT |
Trane Technologies plc
|
65 | $31,925 | |
| 8 | AWI |
Armstrong World Industries Inc
|
176 | $28,233 |
All Filings in TREX
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $62,499 | 1,249 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $40,535 | 1,113 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $4,455 | 127 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $16,379 | 317 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $543 | 10 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $290 | 5 | Shares | Sole | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||