True Wealth Design, LLC

Position in CVS — CVS HEALTH Corp

CIK 1966033 AKRON, OH

Position in CVS

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$112,243

+$28,573 QoQ

Shares Held

1,085

-6.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#1,769

of 2,051 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

True Wealth Design, LLC holds $1,275,182 across 10 Healthcare Plans names. CVS ranks #4 (8.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CNC	Centene Corp	7,108	$456,262
2	UNH	Unitedhealth Group Inc	712	$295,928
3	MOH	Molina Healthcare, Inc.	988	$225,955
4	CVS	CVS HEALTH Corp This page	1,085	$112,243
5	CI	Cigna Group	330	$90,974
6	ELV	Elevance Health, Inc.	160	$61,876
7	HUM	Humana Inc	45	$17,874
8	PGNY	Progyny, Inc.	232	$6,688

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$112,243	1,085	-6.9%	Shares	Sole	2026-07-16
2026-03-31	$83,670	1,165	+12.5%	Shares	Sole	2026-04-13
2025-12-31	$82,216	1,036	-3.3%	Shares	Sole	2026-01-08
2025-09-30	$80,742	1,071	+156.8%	Shares	Sole	2025-10-21
2025-06-30	$28,764	417	-61.5%	Shares	Sole	2025-08-06
2025-03-31	$73,441	1,084	+2308.9%	Shares	Sole	2025-05-13
2024-12-31	$2,020	45	-95.4%	Shares	Sole	2025-02-14
2024-09-30	$61,496	978	-67.7%	Shares	Sole	2024-11-14
2024-06-30	$178,715	3,026	+5.5%	Shares	Sole	2024-08-14
2024-03-31	$228,751	2,868	+0.5%	Shares	Sole	2024-05-14
2023-12-31	$225,430	2,855	+1.9%	Shares	Sole	2024-02-14
2023-09-30	$195,635	2,802	0.0%	Shares	Sole	2023-11-13
2023-06-30	$193,702	2,802	-15.4%	Shares	Sole	2023-08-14
2023-03-31	$246,189	3,313	+539.6%	Shares	Sole	2023-05-12
2022-12-31	$48,272	518	—	Shares	Sole	2023-02-15
No filing history on record for this holder in this stock.