Stock Taper

TRUE WEALTH DESIGN, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Terex CorporationTEX199$14.41K
NioCorp Developments Ltd.NB200$964
Paycom Software, Inc.PAYC200$25.14K
Costco Wholesale CorporationCOST200$187.09K
BETA Technologies, Inc.BETA200$3.35K
Ormat Technologies, Inc.ORA201$21.89K
Palo Alto Networks, Inc.PANW202$68.89K
Midland States Bancorp, Inc.MSBI202$6.29K
Versant Media Group, Inc. Class AVSNT203$7.31K
NOV Inc.NOV204$3.79K
GCM Grosvenor Inc.GCMG204$2.51K
ZTO Express (Cayman) Inc.ZTO204$4.57K
Roivant Sciences Ltd.ROIV204$7.22K
Tandem Diabetes Care, Inc.TNDM205$3.09K
Xperi Inc.XPER205$1.69K
Movado Group, Inc.MOV205$8.06K
Sprouts Farmers Market, Inc.SFM205$17.34K
Q2 Holdings, Inc.QTWO206$9.91K
Valero Energy CorporationVLO206$53.65K
Advanced Micro Devices, Inc.AMD206$119.67K