Position in VRT
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$175,780
+$47,985 QoQ
Shares Held
525
+2.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#1,775
of 2,032 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VRT Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026True Wealth Design, LLC holds $591,683 across 11 Electrical Equipment & Parts names. VRT ranks #1 (29.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
This page
|
525 | $175,780 | |
| 2 | NVT |
nVent Electric plc
|
862 | $146,203 | |
| 3 | AYI |
Acuity Inc. (De)
|
264 | $99,438 | |
| 4 | ENS |
EnerSys
|
264 | $61,728 | |
| 5 | AEIS |
Advanced Energy Industries Inc
|
148 | $55,184 | |
| 6 | BE |
Bloom Energy Corp
|
99 | $29,967 | |
| 7 | HAYW |
Hayward Holdings, Inc.
|
710 | $12,290 | |
| 8 | HUBB |
Hubbell Inc
|
10 | $5,232 |
All Filings in VRT
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $175,780 | 525 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $127,795 | 510 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $38,396 | 237 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $29,266 | 194 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $16,179 | 126 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $33,861 | 469 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $47,943 | 422 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $36,413 | 366 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,298 | 15 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $816 | 10 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $288 | 6 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $148 | 4 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||