Stock Taper

TRUE WEALTH DESIGN, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
MSCI Inc.MSCI155$86.81K
Simon Property Group, Inc.SPG156$34.89K
AerCap Holdings N.V.AER156$22.74K
Westamerica BancorporationWABC157$9.21K
Avnet, Inc.AVT157$13.95K
Kimberly-Clark CorporationKMB157$17.23K
Trimble Inc.TRMB157$8.04K
Zillow Group, Inc. Class CZ157$4.95K
Green Plains Inc.GPRE158$2.43K
Ribbon Communications Inc.RBBN158$370
Simmons First National CorporationSFNC158$3.58K
Clearwater Paper CorporationCLW159$2.49K
CEMEX, S.A.B. de C.V.CX159$1.91K
Elevance Health Inc.ELV160$61.88K
Autodesk, Inc.ADSK160$31.11K
CareDx, IncCDNA160$4.56K
Fastly, Inc.FSLY160$2.94K
United Therapeutics CorporationUTHR162$87.78K
LifeStance Health Group, Inc.LFST162$1.74K
Wave Life Sciences Ltd.WVE163$948