Position in HGV
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$3,980
+$1,007 QoQ
Shares Held
76
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#27
of 40 holders
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HGV Over Time
Shares Held
Position Value (USD)
Position in Resorts & Casinos
Consumer Cyclical · as of Jun 30, 2026True Wealth Design, LLC holds $194,474 across 11 Resorts & Casinos names. HGV ranks #6 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LVS |
Las Vegas Sands Corp
|
1,591 | $73,488 | |
| 2 | BYD |
Boyd Gaming Corp
|
548 | $48,404 | |
| 3 | VAC |
MARRIOTT VACATIONS WORLDWIDE Corp
|
317 | $32,295 | |
| 4 | MGM |
MGM Resorts International
|
565 | $27,012 | |
| 5 | MCRI |
Monarch Casino & Resort Inc
|
31 | $4,079 | |
| 6 | HGV |
Hilton Grand Vacations Inc.
This page
|
76 | $3,980 | |
| 7 | PENN |
PENN Entertainment, Inc.
|
78 | $1,666 | |
| 8 | WYNN |
Wynn Resorts Ltd
|
15 | $1,456 |
All Filings in HGV
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,980 | 76 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $2,973 | 76 | Shares | Sole | 2026-04-13 | |
| 2025-09-30 | $83 | 2 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $41 | 1 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $37 | 1 | Shares | Sole | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||