Position in WSO
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,250
+$159 QoQ
Shares Held
3
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#755
of 780 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WSO Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Jun 30, 2026True Wealth Design, LLC holds $345,517 across 15 Industrial Distribution names. WSO ranks #13 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WCC |
Wesco International Inc
|
163 | $56,305 | |
| 2 | POOL |
Pool Corp
|
232 | $49,856 | |
| 3 | SITE |
SiteOne Landscape Supply, Inc.
|
395 | $45,191 | |
| 4 | AIT |
Applied Industrial Technologies Inc
|
130 | $43,959 | |
| 5 | GWW |
W.W. Grainger, Inc.
|
29 | $39,451 | |
| 6 | FERG |
Ferguson Enterprises Inc. /DE/
|
166 | $39,396 | |
| 7 | MSM |
Msc Industrial Direct Co Inc
|
268 | $31,878 | |
| 8 | FAST |
Fastenal Co
|
428 | $20,556 |
All Filings in WSO
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,250 | 3 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $1,091 | 3 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $673 | 2 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $2,021 | 5 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,766 | 4 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $3,049 | 6 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,421 | 3 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,475 | 3 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,389 | 3 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $863 | 2 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $428 | 1 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $377 | 1 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $381 | 1 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $318 | 1 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $249 | 1 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||