Stock Taper

TRUE WEALTH DESIGN, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
American Water Works Company, Inc.AWK681$89.61K
Kenvue Inc.KVUE683$13.05K
Hudson Technologies, Inc.HDSN684$3.93K
Kiniksa Pharmaceuticals International, plcKNSA687$43.93K
Schneider National, Inc.SNDR695$25.39K
TE Connectivity plcTEL698$140.72K
APA CorporationAPA701$22.83K
DTE Energy CompanyDTE701$106.81K
Globe Life Inc.GL703$125.61K
Exelon CorporationEXC704$32.82K
Summit Hotel Properties, Inc.INN707$4.96K
ORIX CorporationIX708$26.93K
BXP, Inc.BXP709$47.01K
Verastem, Inc.VSTM709$2.71K
Hayward Holdings, Inc.HAYW710$12.29K
Tetra Tech, Inc.TTEK712$20.57K
Tesla, Inc.TSLA712$299.47K
UnitedHealth Group IncorporatedUNH712$295.77K
Varonis Systems, Inc.VRNS715$30K
ACV Auctions Inc.ACVA718$5.16K