Position in WHR
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$22,193
+$14,483 QoQ
Shares Held
563
+293.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#71
of 130 holders
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WHR Over Time
Shares Held
Position Value (USD)
Position in Furnishings, Fixtures & Appliances
Consumer Cyclical · as of Jun 30, 2026True Wealth Design, LLC holds $201,555 across 14 Furnishings, Fixtures & Appliances names. WHR ranks #3 (11.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MHK |
Mohawk Industries Inc
|
998 | $121,087 | |
| 2 | LEG |
Leggett & Platt Inc
|
2,514 | $29,438 | |
| 3 | WHR |
Whirlpool Corp /De/
This page
|
563 | $22,193 | |
| 4 | LZB |
La-Z-Boy Inc
|
235 | $9,428 | |
| 5 | ETD |
Ethan Allen Interiors Inc
|
351 | $7,841 | |
| 6 | SN |
SharkNinja, Inc.
|
38 | $5,786 | |
| 7 | COOK |
Traeger, Inc.
|
27 | $2,128 | |
| 8 | SGI |
Somnigroup International Inc.
|
17 | $1,332 |
All Filings in WHR
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,193 | 563 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $7,710 | 143 | Shares | Sole | 2026-04-13 | |
| 2025-09-30 | $78 | 1 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $101 | 1 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,261 | 14 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $50,829 | 444 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $37,985 | 355 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $5,621 | 55 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $6,579 | 55 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $243 | 2 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $267 | 2 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $297 | 2 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $396 | 3 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $424 | 3 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||