Stock Taper 
TRUE WEALTH DESIGN, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Ares Commercial Real Estate Corporation | ACRE | 307 | $1.38K |
 GE Vernova Inc. | GEV | 308 | $361.86K |
 Rollins, Inc. | ROL | 308 | $12.86K |
 Assured Guaranty Ltd. | AGO | 308 | $24.69K |
 Keysight Technologies, Inc. | KEYS | 308 | $107.82K |
 Global Payments Inc. | GPN | 309 | $22.42K |
 Sunrun Inc. | RUN | 309 | $4.13K |
 Broadridge Financial Solutions, Inc. | BR | 309 | $42.32K |
 Signet Jewelers Limited | SIG | 310 | $26.72K |
 FedEx Freight Holding Company, Inc. | FDXF | 312 | $47.11K |
 The Simply Good Foods Company | SMPL | 312 | $4.14K |
 Morningstar, Inc. | MORN | 312 | $48.68K |
 Appian Corporation | APPN | 314 | $7.19K |
 Datadog, Inc. | DDOG | 315 | $82.01K |
| SS SHOE STA GROUP INC | SCVL | 315 | $4.67K |
 Bright Horizons Family Solutions Inc. | BFAM | 316 | $22.4K |
 Mercury General Corporation | MCY | 316 | $33.69K |
 Marriott Vacations Worldwide Corporation | VAC | 317 | $32.3K |
 The Allstate Corporation | ALL | 317 | $75.43K |
 RXO, Inc. | RXO | 318 | $8.77K |