Stock Taper

TRUE WEALTH DESIGN, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
National Energy Services Reunited Corp.NESR266$7.96K
Relay Therapeutics, Inc.RLAY267$5K
First American Financial CorporationFAF267$18.31K
Adaptive Biotechnologies CorporationADPT267$5.73K
CBRE Group, Inc.CBRE268$36.1K
The Progressive CorporationPGR268$58.55K
MSC Industrial Direct Co., Inc.MSM268$31.88K
Orthofix Medical Inc.OFIX268$2.45K
Jack Henry & Associates, Inc.JKHY269$37.05K
Cenovus Energy Inc.CVE269$6.67K
Viasat, Inc.VSAT272$24.43K
HubSpot, Inc.HUBS272$49.64K
Moody's CorporationMCO273$123.65K
Cimpress plcCMPR273$27.77K
Restaurant Brands International Inc.QSR274$19.87K
Marvell Technology, Inc.MRVL276$82.22K
Welltower Inc.WELL276$62.64K
Ameren CorporationAEE277$31.31K
Magna International Inc.MGA278$18.25K
Yum! Brands, Inc.YUM278$44.44K