Position in EW
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$36,003
+$5,093 QoQ
Shares Held
398
+3.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#298
of 369 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EW Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Jun 30, 2026True Wealth Design, LLC holds $972,344 across 68 Medical Devices names. EW ranks #8 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABT |
Abbott Laboratories
|
1,435 | $130,211 | |
| 2 | BSX |
Boston Scientific Corp
|
2,891 | $123,387 | |
| 3 | PODD |
Insulet Corp
|
796 | $121,191 | |
| 4 | MDT |
Medtronic plc
|
1,416 | $110,773 | |
| 5 | STE |
STERIS plc
|
320 | $67,382 | |
| 6 | DXCM |
Dexcom Inc
|
983 | $66,205 | |
| 7 | BRKR |
Bruker Corp
|
665 | $40,019 | |
| 8 | EW |
Edwards Lifesciences Corp
This page
|
398 | $36,003 |
All Filings in EW
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $36,003 | 398 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $30,910 | 386 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $28,729 | 337 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $28,152 | 362 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $8,055 | 103 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $5,870 | 81 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,480 | 20 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,055 | 16 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,016 | 11 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $668 | 7 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $305 | 4 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $277 | 4 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $377 | 4 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $744 | 9 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $298 | 4 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||