Stock Taper

TRUE WEALTH DESIGN, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
World Kinect CorporationWKC592$19.5K
Booz Allen Hamilton Holding CorporationBAH592$35.92K
AvePoint, Inc.AVPT595$6.67K
Prudential Financial, Inc.PRU596$64.33K
MarketAxess Holdings Inc.MKTX598$67.87K
Lithium Americas Corp.LAC600$2.31K
Lithium Argentina AGLAR600$4.96K
Commercial Metals CompanyCMC601$37.71K
Roku, Inc.ROKU601$83.02K
National Fuel Gas CompanyNFG602$46.48K
nLIGHT, Inc.LASR602$41.91K
Target CorporationTGT604$78.89K
The Travelers Companies, Inc.TRV607$200.38K
Forestar Group Inc.FOR610$19.31K
Healthpeak Properties, Inc.DOC610$13.05K
Netflix, Inc.NFLX613$43.77K
Veeva Systems Inc.VEEV615$109.14K
QUALCOMM IncorporatedQCOM616$113.83K
American International Group, Inc.AIG620$46.21K
Fox CorporationFOXA620$32.34K