Stock Taper

TRUE WEALTH DESIGN, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Adobe Inc.ADBE318$65.2K
Patria Investments LtdPAX318$3.49K
Visa Inc.V318$109.1K
Enovis CorporationENOV318$6.58K
Globus Medical, Inc.GMED319$25.2K
STERIS plcSTE320$67.38K
Jazz Pharmaceuticals plcJAZZ320$77.11K
StoneCo Ltd.STNE321$3.48K
Cummins Inc.CMI323$230.37K
POSCO Holdings Inc.PKX324$16.65K
EverQuote, Inc.EVER324$7.71K
Associated Banc-CorpASB327$10.06K
Workiva Inc.WK327$15.86K
Flex Ltd.FLEX328$53.16K
The Southern CompanySO328$31.39K
British American Tobacco p.l.c.BTI328$20.26K
Anheuser-Busch InBev SA/NVBUD330$27.19K
Dana IncorporatedDAN330$8.98K
Cigna CorporationCI330$90.97K
Carpenter Technology CorporationCRS331$204.18K