Stock Taper

TRUE WEALTH DESIGN, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Innospec Inc.IOSP129$10.5K
Xencor, Inc.XNCR129$2.08K
Zscaler, Inc.ZS130$18.35K
Qualys, Inc.QLYS130$17.87K
Arch Capital Group Ltd.ACGL130$12.62K
Companhia Energética de Minas GeraisCIG130$273
Bank of Hawaii CorporationBOH130$10.59K
KKR Real Estate Finance Trust Inc.KREF130$890
Solventum CorporationSOLV130$10.03K
Applied Industrial Technologies, Inc.AIT130$43.96K
Telefônica Brasil S.A.VIV130$1.71K
TransUnionTRU131$9.45K
Teleflex IncorporatedTFX131$16.61K
Hormel Foods CorporationHRL131$3.25K
Liberty Global plcLBTYK131$1.44K
Guidewire Software, Inc.GWRE132$16.24K
Banco de ChileBCH132$5.25K
Revolution Medicines, Inc.RVMD132$24.72K
Core & Main, Inc.CNM133$6.42K
Nutrien Ltd.NTR133$8.37K