Stock Taper

TRUE WEALTH DESIGN, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Xeris Biopharma Holdings, Inc.XERS1.12K$8.86K
Iron Mountain IncorporatedIRM1.14K$144.01K
PBF Energy Inc.PBF1.14K$52.03K
Keurig Dr Pepper Inc.KDP1.14K$37.41K
Lamb Weston Holdings, Inc.LW1.14K$49.4K
Nasdaq, Inc.NDAQ1.14K$90.17K
Sysco CorporationSYY1.15K$95.7K
Howmet Aerospace Inc.HWM1.15K$308.65K
Philip Morris International Inc.PM1.15K$207.83K
Chevron CorporationCVX1.15K$190.62K
Alcoa CorporationAA1.16K$60.64K
Liberty Global plcLBTYA1.17K$13.29K
Novo Nordisk A/SNVO1.19K$56.86K
Dynex Capital, Inc.DX1.19K$15.64K
The PNC Financial Services Group, Inc.PNC1.2K$294.48K
PagerDuty, Inc.PD1.2K$11.54K
Conduent IncorporatedCNDT1.2K$1.75K
Sonos, Inc.SONO1.2K$16.25K
US Foods Holding Corp.USFD1.2K$123.01K
Leonardo DRS, Inc.DRS1.2K$51.38K