Stock Taper

TRUE WEALTH DESIGN, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Live Nation Entertainment, Inc.LYV134$24.54K
TC Energy CorporationTRP134$8.88K
NexPoint Residential Trust, Inc.NXRT134$3.74K
Stagwell Inc.STGW134$996
Douglas Elliman Inc.DOUG134$238
Pearson plcPSO135$2.15K
Companhia de Saneamento Básico do Estado de São Paulo - SABESPSBS135$781
Wyndham Hotels & Resorts, Inc.WH135$11.37K
Ecolab Inc.ECL135$37.61K
Heritage Insurance Holdings, Inc.HRTG136$3.55K
FIGS, Inc.FIGS137$1.4K
Global Industrial CoGIC137$4.58K
AstraZeneca PLCAZN137$25.98K
Sun Life Financial Inc.SLF137$10.74K
BCE Inc.BCE138$2.97K
Workday, Inc.WDAY138$16.89K
Six Flags Entertainment CorporationFUN138$2.94K
Four Corners Property Trust, Inc.FCPT140$3.44K
Forrester Research, Inc.FORR140$1.18K
Verisk Analytics, Inc.VRSK140$25.14K