True Wealth Design’s Li Auto LI Stock Holding History

True Wealth Design’s Portfolio LI Stock Details LI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$3.09K	Buy	272 +221	+433%	+$2.72K	﹤0.01%	1522
2026 Q2	$599	Sell	51 -267	-84%	-$4.38K	﹤0.01%	2138
2026 Q1	$5.67K	Buy	318 +238	+298%	+$4.16K	﹤0.01%	1160
2025 Q4	$1.36K	Sell	80 -10	-11%	-$198	﹤0.01%	1593
2025 Q3	$2.28K	Buy	+90	New	+$2.33K	﹤0.01%	1410

Other funds holding LI

PCM

Ping Capital Management New York $541M AUM 40.31% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

EWP

Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

PWM

Proathlete Wealth Management Boca Raton, Florida $457M AUM 13.68% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

AFC

Ares Financial Consulting Calabasas, California $145M AUM 16.02% 1-Year Est. Return

True Wealth Design's LI Position: Q3 2026 in Review

True Wealth Design increased its Li Auto (LI) stake by 433% in Q3 2026, buying an estimated $2.72K and bringing the position to 272 shares worth $3.09K. The position accounts for ﹤0.01% of the portfolio, ranked #1522.

True Wealth Design first reported a position in LI in Q3 2025 and has held it in 5 quarters since. The position peaked at $5.67K in Q1 2026. 12 funds tracked by Wall St. Rank hold LI as of Q3 2026.

True Wealth Design held 272 shares of Li Auto worth $3.09K as of Q3 2026.
True Wealth Design bought 221 Li Auto shares in Q3 2026, an estimated $2.72K.
Li Auto made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1522 holding.
True Wealth Design first reported a position in Li Auto in Q3 2025 and has held it in 5 quarters since.
True Wealth Design's Li Auto position peaked at $5.67K in Q1 2026.
12 funds tracked by Wall St. Rank held Li Auto as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.