Stock Taper

TRUE WEALTH DESIGN, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
3M CompanyMMM445$72.05K
Blackstone Inc.BX445$52.36K
Cloudflare, Inc.NET448$109.89K
Patterson-UTI Energy, Inc.PTEN448$4.11K
Stifel Financial CorpSF449$31.33K
IPG Photonics CorporationIPGP450$52.79K
American States Water CompanyAWR451$37.27K
Progress Software CorporationPRGS452$15.18K
Equity LifeStyle Properties, Inc.ELS453$29.2K
CF Industries Holdings, Inc.CF453$49.04K
Allison Transmission Holdings, Inc.ALSN456$51.41K
Rio Tinto GroupRIO460$43.67K
MasTec, Inc.MTZ460$191.39K
Twilio Inc.TWLO461$95.12K
Taiwan Semiconductor Manufacturing Company LimitedTSM461$220.16K
LegalZoom.com, Inc.LZ462$2.83K
Rambus Inc.RMBS462$61.33K
Flywire CorpFLYW462$8.12K
Block, Inc.XYZ463$35.19K
General Dynamics CorporationGD464$164.37K