Stock Taper

TRUE WEALTH DESIGN, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
ResMed Inc.RMD240$46.77K
Brookfield Asset Management Ltd.BAM240$10.76K
AGCO CorporationAGCO240$28.73K
Atmos Energy CorporationATO241$41.52K
Louisiana-Pacific CorporationLPX242$19.04K
Ulta Beauty, Inc.ULTA242$109.14K
FormFactor, Inc.FORM242$38.7K
Euronet Worldwide, Inc.EEFT243$17.79K
Alignment Healthcare, Inc.ALHC243$5.79K
Blend Labs, Inc.BLND244$418
Safehold Inc.SAFE245$3.85K
Washington Trust Bancorp, Inc.WASH247$9.01K
PulteGroup, Inc.PHM248$34.03K
Essent Group Ltd.ESNT250$16.07K
Essex Property Trust, Inc.ESS251$73.19K
Varex Imaging CorporationVREX252$2.63K
Arteris, Inc.AIP252$12.24K
Kelly Services, Inc.KELYA253$3.11K
Arcturus Therapeutics Holdings Inc.ARCT253$1.7K
Dominion Energy, Inc.D253$17.28K