Position in FMS
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$7,642
+$3,153 QoQ
Shares Held
338
+69.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#174
of 232 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FMS Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Jun 30, 2026True Wealth Design, LLC holds $321,020 across 26 Medical Care Facilities names. FMS ranks #9 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CHE |
Chemed Corp
|
183 | $85,230 | |
| 2 | THC |
Tenet Healthcare Corp
|
388 | $72,587 | |
| 3 | DVA |
Davita Inc.
|
172 | $38,266 | |
| 4 | AGL |
agilon health, inc.
|
341 | $36,548 | |
| 5 | UHS |
Universal Health Services Inc
|
110 | $16,355 | |
| 6 | HCA |
HCA Healthcare, Inc.
|
40 | $15,595 | |
| 7 | PACS |
PACS Group, Inc.
|
293 | $12,493 | |
| 8 | AMN |
Amn Healthcare Services Inc
|
257 | $8,319 |
All Filings in FMS
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,642 | 338 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $4,489 | 199 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,834 | 77 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $5,266 | 200 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $999 | 35 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $871 | 35 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $792 | 35 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $575 | 27 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $515 | 27 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $462 | 24 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $249 | 12 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $258 | 12 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $287 | 12 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $255 | 12 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $196 | 12 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||