Stock Taper

TRUE WEALTH DESIGN, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Public Service Enterprise Group IncorporatedPEG919$74.59K
Community Health Systems, Inc.CYH920$3.07K
Chubb LimitedCB920$313.48K
SLM CorporationSLM925$24K
Grocery Outlet Holding Corp.GO931$9.29K
Celsius Holdings, Inc.CELH932$27.29K
Carrier Global CorporationCARR937$68.73K
Textron Inc.TXT939$86.14K
Truist Financial CorporationTFC941$46.88K
BioCryst Pharmaceuticals, Inc.BCRX946$9.46K
Consolidated Edison, Inc.ED947$104.77K
The Boeing CompanyBA954$206.51K
Elastic N.V.ESTC956$54.51K
BioMarin Pharmaceutical Inc.BMRN957$54.76K
Micron Technology, Inc.MU957$1.1M
Mid-America Apartment Communities, Inc.MAA963$133.8K
Fluence Energy, Inc.FLNC965$19.18K
The Toro CompanyTTC965$94.01K
Ally Financial Inc.ALLY966$44.39K
YETI Holdings, Inc.YETI968$47.98K