Position in HLT
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$163,577
+$64,447 QoQ
Shares Held
495
+51.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,024
of 1,283 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HLT Over Time
Shares Held
Position Value (USD)
Position in Lodging
Consumer Cyclical · as of Jun 30, 2026True Wealth Design, LLC holds $206,838 across 7 Lodging names. HLT ranks #1 (79.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HLT |
Hilton Worldwide Holdings Inc.
This page
|
495 | $163,577 | |
| 2 | MAR |
Marriott International Inc /Md/
|
32 | $11,858 | |
| 3 | WH |
Wyndham Hotels & Resorts, Inc.
|
135 | $11,368 | |
| 4 | IHG |
Intercontinental Hotels Group PLC /New/
|
51 | $8,829 | |
| 5 | CHH |
Choice Hotels International Inc /De
|
55 | $6,064 | |
| 6 | H |
Hyatt Hotels Corp
|
19 | $3,682 | |
| 7 | HTHT |
H World Group Ltd
|
35 | $1,460 |
All Filings in HLT
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $163,577 | 495 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $99,130 | 326 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $71,812 | 250 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $60,449 | 233 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $62,057 | 233 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $66,217 | 291 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $80,079 | 324 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $40,337 | 175 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,527 | 7 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,066 | 5 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $546 | 3 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $450 | 3 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $436 | 3 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $422 | 3 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $379 | 3 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||