Stock Taper

TRUE WEALTH DESIGN, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Ross Stores, Inc.ROST719$153.04K
Quantum-Si incorporatedQSI720$638
Inspire Medical Systems, Inc.INSP722$32.21K
The Real Brokerage Inc.REAX724$1.32K
ServiceNow, Inc.NOW725$71.98K
Amplitude, Inc.AMPL726$5.55K
RTX CorporationRTX728$138.12K
Kemper CorporationKMPR730$19.68K
RLJ Lodging TrustRLJ734$8.7K
A. O. Smith CorporationAOS734$46.04K
Dollar Tree, Inc.DLTR740$89.5K
DoubleVerify Holdings, Inc.DV741$8.03K
Masco CorporationMAS742$60.38K
Berkshire Hathaway Inc.BRK-B744$372.29K
Ultragenyx Pharmaceutical Inc.RARE744$24.84K
Regions Financial CorporationRF745$22.5K
Columbus McKinnon CorporationCMCO746$11.29K
Federal Realty Investment TrustFRT748$92.33K
BJ's Wholesale Club Holdings, Inc.BJ749$65.33K
IQVIA Holdings Inc.IQV751$145.11K