Stock Taper

TRUE WEALTH DESIGN, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Evercore Inc.EVR524$178.91K
MongoDB, Inc.MDB524$176.01K
Under Armour, Inc.UAA525$3.35K
Satellogic Inc.SATL525$3K
Vertiv Holdings CoVRT525$175.78K
CMS Energy CorporationCMS526$40.24K
REGENXBIO Inc.RGNX529$6.34K
Corcept Therapeutics IncorporatedCORT529$46K
Duolingo, Inc.DUOL530$60.96K
International Business Machines CorporationIBM531$149.46K
Newsmax, Inc.NMAX531$4.4K
Hanmi Financial CorporationHAFC532$17.24K
Equinor ASAEQNR532$16.7K
AbbVie Inc.ABBV534$134.38K
Omnicom Group Inc.OMC535$38.97K
Weyerhaeuser CompanyWY535$12.8K
The RealReal, Inc.REAL537$6.33K
ING Groep N.V.ING537$16.85K
CME Group Inc.CME541$119.47K
Vale S.A.VALE541$8.14K