Stock Taper

TRUE WEALTH DESIGN, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
ACI Worldwide, Inc.ACIW206$10.36K
Utz Brands, Inc.UTZ207$1.59K
Gentex CorporationGNTX207$5.23K
Cincinnati Financial CorporationCINF207$38.32K
The Bank of N.T. Butterfield & Son LimitedNTB208$12.38K
Amgen Inc.AMGN208$75.32K
Honeywell International Inc.HON208$46.57K
OraSure Technologies, Inc.OSUR208$928
ABM Industries Inc.ABM208$9.2K
Anavex Life Sciences Corp.AVXL209$542
NXP Semiconductors N.V.NXPI210$59.02K
Brixmor Property Group Inc.BRX210$6.62K
Regeneron Pharmaceuticals, Inc.REGN210$130.94K
F5, Inc.FFIV211$87.77K
Packaging Corporation of AmericaPKG211$50.28K
Atrium Therapeutics, Inc.RNA213$2.87K
Landstar System, Inc.LSTR213$44.05K
Healthcare Services Group, Inc.HCSG213$5.23K
Porch Group, Inc.PRCH214$3.22K
NetApp, Inc.NTAP214$33.12K