TRUE WEALTH DESIGN, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | PCG | 24K | $418.55K |
 | ADT | 10K | $65.96K |
 | LYG | 9K | $47.67K |
 | AAPL | 9K | $2.34M |
 | CNC | 8K | $273.38K |
 | NVDA | 8K | $1.33M |
 | BMY | 8K | $462.15K |
 | MFG | 6K | $51.33K |
 | SAN | 6K | $66.29K |
 | INTC | 6K | $248.54K |
 | S | 5K | $69.45K |
 | DKNG | 5K | $115.91K |
 | EIX | 5K | $388.94K |
 | DVN | 5K | $258.95K |
 | FTI | 5K | $335.56K |
 | NEE | 5K | $450.00K |
 | TXG | 5K | $102.16K |
 | WS | 5K | $144.86K |
 | VLY | 5K | $57.79K |
 | MUFG | 4K | $76.18K |
PG&E Corporation
PCG
Shares Held
24K
Value
$418.55K
ADT Inc.
ADT
Shares Held
10K
Value
$65.96K
Lloyds Banking Group plc
LYG
Shares Held
9K
Value
$47.67K
Apple Inc.
AAPL
Shares Held
9K
Value
$2.34M
Centene Corp.
CNC
Shares Held
8K
Value
$273.38K
NVIDIA Corporation
NVDA
Shares Held
8K
Value
$1.33M
Bristol-Myers Squibb Company
BMY
Shares Held
8K
Value
$462.15K
Mizuho Financial Group, Inc.
MFG
Shares Held
6K
Value
$51.33K
Banco Santander, S.A.
SAN
Shares Held
6K
Value
$66.29K
Intel Corp.
INTC
Shares Held
6K
Value
$248.54K
SentinelOne, Inc.
S
Shares Held
5K
Value
$69.45K
DraftKings Inc.
DKNG
Shares Held
5K
Value
$115.91K
Edison International
EIX
Shares Held
5K
Value
$388.94K
Devon Energy Corporation
DVN
Shares Held
5K
Value
$258.95K
TechnipFMC plc
FTI
Shares Held
5K
Value
$335.56K
NextEra Energy, Inc.
NEE
Shares Held
5K
Value
$450.00K
10x Genomics, Inc.
TXG
Shares Held
5K
Value
$102.16K
Worthington Steel, Inc.
WS
Shares Held
5K
Value
$144.86K
Valley National Bancorp
VLY
Shares Held
5K
Value
$57.79K
Mitsubishi UFJ Financial Group, Inc.
MUFG
Shares Held
4K
Value
$76.18K