Position in EXEL
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$129,570
-$7,091 QoQ
Shares Held
3,021
-3.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in EXEL Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Mar 31, 2026True Wealth Design, LLC holds $1,083,380 across 153 Biotechnology names. EXEL ranks #3 (12.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INCY |
Incyte Corp
|
1,833 | $172,521 | |
| 2 | REGN |
Regeneron Pharmaceuticals, Inc.
|
219 | $169,208 | |
| 3 | EXEL |
Exelixis, Inc.
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|
3,021 | $129,570 | |
| 4 | BMRN |
Biomarin Pharmaceutical Inc
|
1,652 | $93,321 | |
| 5 | RPRX |
Royalty Pharma plc
|
1,503 | $72,098 | |
| 6 | JAZZ |
Jazz Pharmaceuticals plc
|
200 | $37,810 | |
| 7 | AXSM |
Axsome Therapeutics, Inc.
|
182 | $30,761 | |
| 8 | ALNY |
Alnylam Pharmaceuticals, Inc.
|
76 | $25,146 |
All Filings in EXEL
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $129,570 | 3,021 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $136,661 | 3,118 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $86,151 | 2,086 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $108,701 | 2,466 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $110,206 | 2,985 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $75,024 | 2,253 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $18,139 | 699 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $828,356 | 36,865 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $840,753 | 35,430 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $828,038 | 34,516 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||