Position in WH
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$11,368
+$10,090 QoQ
Shares Held
135
+743.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#393
of 465 holders
Holding Since
Mar 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WH 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. WH ranks #3 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HLT |
Hilton Worldwide Holdings Inc.
|
495 | $163,577 | |
| 2 | MAR |
Marriott International Inc /Md/
|
32 | $11,858 | |
| 3 | WH |
Wyndham Hotels & Resorts, Inc.
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|
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 WH
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,368 | 135 | Shares | Sole | 2026-07-16 | |
| 2025-09-30 | $1,278 | 16 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $81 | 1 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $90 | 1 | Shares | Sole | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||