Stock Taper 
TRUE WEALTH DESIGN, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Unum Group | UNM | 970 | $86.72K |
 Fidelity National Financial, Inc. | FNF | 973 | $45.89K |
 Palantir Technologies Inc. | PLTR | 977 | $113.99K |
 Xcel Energy Inc. | XEL | 978 | $78.53K |
 Caterpillar Inc. | CAT | 980 | $1.04M |
 DexCom, Inc. | DXCM | 983 | $66.21K |
 ASE Technology Holding Co., Ltd. | ASX | 987 | $44.53K |
 Molina Healthcare, Inc. | MOH | 988 | $225.96K |
 Fate Therapeutics, Inc. | FATE | 989 | $2.67K |
 The Cooper Companies, Inc. | COO | 990 | $70.99K |
 Sprout Social, Inc. | SPT | 993 | $7.5K |
 Mohawk Industries, Inc. | MHK | 998 | $121.09K |
 Vornado Realty Trust | VNO | 998 | $39.22K |
 The Williams Companies, Inc. | WMB | 998 | $74.19K |
 Oshkosh Corp | OSK | 1K | $153.63K |
 Gen Digital Inc. | GEN | 1K | $24.99K |
 GSK plc | GSK | 1.01K | $52.73K |
 Synchrony Financial | SYF | 1.01K | $76.81K |
 Paylocity Holding Corporation | PCTY | 1.01K | $105.68K |
 Hudson Pacific Properties, Inc. | HPP | 1.01K | $15.37K |