Stock Taper 
TRUE WEALTH DESIGN, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 PG&E Corporation | PCG | 22.01K | $370.16K |
 Lloyds Banking Group plc | LYG | 9.48K | $55.26K |
 Apple Inc. | AAPL | 9.18K | $2.66M |
 Mizuho Financial Group, Inc. | MFG | 8.72K | $83.56K |
 NVIDIA Corporation | NVDA | 7.9K | $1.58M |
 Bristol-Myers Squibb Company | BMY | 7.79K | $448.57K |
 SentinelOne, Inc. | S | 7.17K | $121.76K |
 Centene Corp. | CNC | 7.11K | $456.26K |
 Freshworks Inc. | FRSH | 6.21K | $62.84K |
 Banco Santander, S.A. | SAN | 6.12K | $84.39K |
 DraftKings Inc. | DKNG | 5.75K | $145.27K |
 Edison International | EIX | 5.25K | $390.56K |
 Host Hotels & Resorts, Inc. | HST | 5.18K | $122.87K |
 TechnipFMC plc | FTI | 5.09K | $337.8K |
 Blue Owl Capital Inc. | OWL | 5.07K | $44.36K |
 Valley National Bancorp | VLY | 5.05K | $74.01K |
 Mitsubishi UFJ Financial Group, Inc. | MUFG | 4.88K | $97.16K |
 Carnival Corporation & plc | CCL | 4.84K | $138.34K |
 General Motors Company | GM | 4.75K | $366.36K |
 Conagra Brands, Inc. | CAG | 4.72K | $63.52K |