Position in W
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$57,854
+$28,297 QoQ
Shares Held
626
+59.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#354
of 450 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in W Over Time
Shares Held
Position Value (USD)
Position in Internet Retail
Consumer Cyclical · as of Jun 30, 2026True Wealth Design, LLC holds $1,148,408 across 16 Internet Retail names. W ranks #3 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMZN |
Amazon Com Inc
|
3,734 | $889,961 | |
| 2 | ETSY |
Etsy Inc
|
1,015 | $76,459 | |
| 3 | W |
Wayfair Inc.
This page
|
626 | $57,854 | |
| 4 | EBAY |
Ebay Inc
|
392 | $43,806 | |
| 5 | DASH |
DoorDash, Inc.
|
176 | $32,477 | |
| 6 | MELI |
Mercadolibre Inc
|
8 | $13,579 | |
| 7 | BABA |
Alibaba Group Holding Ltd
|
84 | $8,062 | |
| 8 | SE |
Sea Ltd
|
68 | $6,516 |
All Filings in W
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $57,854 | 626 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $29,557 | 393 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $45,084 | 449 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $29,121 | 326 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $4,756 | 93 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $896 | 28 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $25,040 | 565 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $10,337 | 184 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||