Stock Taper

TRUE WEALTH DESIGN, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
OceanFirst Financial Corp.OCFC193$3.77K
LivaNova PLCLIVN193$15.87K
U-Haul Holding CompanyUHAL193$12.63K
Fortive CorporationFTV193$11.79K
CoreWeave, Inc. Class A Common StockCRWV193$19.21K
The Timken CompanyTKR194$28.19K
Recursion Pharmaceuticals, Inc.RXRX194$712
Savers Value Village, Inc.SVV194$1.96K
Union Pacific CorporationUNP194$52.77K
ADTRAN Holdings Inc.ADTN194$2.7K
Redwire CorpRDW195$2.38K
Corpay, Inc.CPAY196$65.32K
Novavax, Inc.NVAX196$1.85K
Altimmune, Inc.ALT196$596
Designer Brands Inc.DBI197$1.15K
The Kroger Co.KR197$10.94K
Amentum Holdings, Inc.AMTM197$4.07K
Logitech International S.A.LOGI199$18.71K
Agnico Eagle Mines LimitedAEM199$30.87K
Kanzhun LimitedBZ199$2.56K