Stock Taper

TRUE WEALTH DESIGN, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Insperity, Inc.NSP362$14.96K
PACCAR IncPCAR364$43.72K
Ardmore Shipping CorporationASC364$5.1K
Amkor Technology, Inc.AMKR364$31.39K
Take-Two Interactive Software, Inc.TTWO365$91.24K
Biogen Inc.BIIB365$78.86K
United Bankshares, Inc.UBSI366$16.77K
Danaher CorporationDHR366$69.72K
SunCoke Energy, Inc.SXC367$2.96K
Cognizant Technology Solutions CorporationCTSH367$14.21K
Qnity Electronics, Inc.Q368$60.1K
Popular, Inc.BPOP368$60.42K
Lincoln National CorporationLNC369$13.04K
Pinnacle West Capital CorporationPNW371$39.7K
Chunghwa Telecom Co., Ltd.CHT372$16.46K
Cleveland-Cliffs Inc.CLF372$3.49K
Portillo's Inc.PTLO373$1.77K
ONE Gas, Inc.OGS373$28.75K
Brunswick CorporationBC373$31.42K
Scholastic CorporationSCHL374$17.2K