Stock Taper

TRUE WEALTH DESIGN, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Rocket Companies, Inc.RKT758$11.94K
Avantor, Inc.AVTR758$7.5K
Lockheed Martin CorporationLMT759$386.68K
Five Below, Inc.FIVE759$136.46K
Natera, Inc.NTRA760$206.3K
OPKO Health, Inc.OPK765$1.15K
B&G Foods, Inc.BGS766$3.05K
Ardelyx, Inc.ARDX773$3.94K
Texas Capital Bancshares, Inc.TCBI774$79.92K
Hope Bancorp, Inc.HOPE774$10.59K
QuidelOrtho CorporationQDEL778$13.63K
Zions Bancorporation, National AssociationZION781$54.04K
APi Group CorporationAPG782$33.12K
Akamai Technologies, Inc.AKAM788$93.15K
Insulet Corp.PODD796$121.19K
Stanley Black & Decker, Inc.SWK798$75.11K
EOG Resources, Inc.EOG800$103.78K
GLOBALFOUNDRIES Inc.GFS804$66.26K
QuinStreet, Inc.QNST805$11.79K
Phreesia, Inc.PHR806$8.29K