True Wealth Design, LLC

Position in EXEL — Exelixis, Inc.

CIK 1966033 AKRON, OH

Position in EXEL

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

Position Value

$161,760

+$32,190 QoQ

Shares Held

2,973

-1.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#591

of 751 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

True Wealth Design, LLC holds $1,417,706 across 151 Biotechnology names. EXEL ranks #2 (11.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	INCY	Incyte Corp	1,850	$209,716
2	EXEL	Exelixis, Inc. This page	2,973	$161,760
3	REGN	Regeneron Pharmaceuticals, Inc.	210	$130,943
4	RPRX	Royalty Pharma plc	1,644	$92,179
5	VRTX	Vertex Pharmaceuticals Inc / Ma	173	$85,934
6	JAZZ	Jazz Pharmaceuticals plc	320	$77,110
7	BMRN	Biomarin Pharmaceutical Inc	957	$54,759
8	CORT	Corcept Therapeutics Inc	529	$45,996

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$161,760	2,973	-1.6%	Shares	Sole	2026-07-16
2026-03-31	$129,570	3,021	-3.1%	Shares	Sole	2026-04-13
2025-12-31	$136,661	3,118	+49.5%	Shares	Sole	2026-01-08
2025-09-30	$86,151	2,086	-15.4%	Shares	Sole	2025-10-21
2025-06-30	$108,701	2,466	-17.4%	Shares	Sole	2025-08-06
2025-03-31	$110,206	2,985	+32.5%	Shares	Sole	2025-05-13
2024-12-31	$75,024	2,253	+222.3%	Shares	Sole	2025-02-14
2024-09-30	$18,139	699	-98.1%	Shares	Sole	2024-11-14
2024-06-30	$828,356	36,865	+4.1%	Shares	Sole	2024-08-14
2024-03-31	$840,753	35,430	+2.6%	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.