Stock Taper

TRUE WEALTH DESIGN, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
OGE Energy Corp.OGE1.21K$58.68K
Hawaiian Electric Industries, Inc.HE1.21K$16.32K
Capital One Financial CorporationCOF1.21K$242.15K
Cisco Systems, Inc.CSCO1.22K$143.3K
Hewlett Packard Enterprise CompanyHPE1.22K$55.22K
Haleon plcHLN1.24K$11.56K
Kura Oncology, Inc.KURA1.24K$13.63K
Paychex, Inc.PAYX1.24K$122.32K
Bit Digital, Inc.BTBT1.25K$2.25K
Trex Company, Inc.TREX1.25K$62.5K
SoFi Technologies, Inc.SOFI1.25K$22.48K
Newmont CorporationNEM1.26K$117.59K
Cousins Properties IncorporatedCUZ1.28K$38.44K
Humacyte, Inc.HUMA1.29K$1K
Mueller Industries, Inc.MLI1.29K$158.33K
Gaming and Leisure Properties, Inc.GLPI1.29K$57.35K
Oracle CorporationORCL1.3K$190.96K
The Walt Disney CompanyDIS1.31K$126.38K
Alphatec Holdings, Inc.ATEC1.32K$11.4K
Broadcom Inc.AVGO1.32K$499.76K