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True Wealth Design’s LGI Homes LGIH Stock Holding History

True Wealth Design’s Portfolio LGIH Stock Details LGIH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-4
Closed -$172 – 2786
2025
Q4 		$172 Sell
4
-11
-73% -$516 ﹤0.01% 2258
2025
Q3 		$776 Buy
15
+3
+25% +$175 ﹤0.01% 1843
2025
Q2 		$619 Buy
12
+7
+140% +$383 ﹤0.01% 1651
2025
Q1 		$333 Buy
+5
New +$404 ﹤0.01% 1730

Other funds holding LGIH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AS
Altshuler Shaham Tel Aviv, Israel $8.04B AUM 44.04% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CU
CDAM (UK) London, United Kingdom $387M AUM 4.05% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

True Wealth Design's LGIH Position: Q1 2026 in Review

True Wealth Design sold out of LGI Homes (LGIH) in Q1 2026, closing a stake of 4 shares — an estimated $172 sold.

True Wealth Design first reported a position in LGIH in Q1 2025 and held it in 4 quarters. The position peaked at $776 in Q3 2025. 206 funds tracked by Wall St. Rank hold LGIH as of Q1 2026.

  • True Wealth Design reported no remaining LGI Homes position as of Q1 2026 after selling out during the quarter.
  • True Wealth Design sold 4 LGI Homes shares in Q1 2026, an estimated $172.
  • True Wealth Design first reported a position in LGI Homes in Q1 2025 and held it in 4 quarters.
  • True Wealth Design's LGI Homes position peaked at $776 in Q3 2025.
  • 206 funds tracked by Wall St. Rank held LGI Homes as of Q1 2026.

Based on True Wealth Design's 13F filing for Q1 2026, filed 13 Apr 2026.