Position in IQV
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$145,108
+$38,350 QoQ
Shares Held
751
+20.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#854
of 1,077 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IQV Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026True Wealth Design, LLC holds $1,261,408 across 27 Diagnostics & Research names. IQV ranks #4 (11.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ILMN |
Illumina, Inc.
|
1,637 | $287,833 | |
| 2 | NTRA |
Natera, Inc.
|
760 | $206,302 | |
| 3 | A |
Agilent Technologies, Inc.
|
1,486 | $197,385 | |
| 4 | IQV |
Iqvia Holdings Inc.
This page
|
751 | $145,108 | |
| 5 | MEDP |
Medpace Holdings, Inc.
|
189 | $100,092 | |
| 6 | DHR |
Danaher Corp /De/
|
366 | $69,715 | |
| 7 | MTD |
Mettler Toledo International Inc/
|
29 | $37,047 | |
| 8 | SHC |
Sotera Health Co
|
1,882 | $33,405 |
All Filings in IQV
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $145,108 | 751 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $106,758 | 626 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $168,381 | 747 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $124,030 | 653 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $87,935 | 558 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $71,930 | 408 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $16,310 | 83 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,132 | 9 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,691 | 8 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,517 | 6 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $694 | 3 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $590 | 3 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $674 | 3 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $596 | 3 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $614 | 3 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||