Stock Taper

TRUE WEALTH DESIGN, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
The AES CorporationAES1.9K$27.85K
International Paper CompanyIP1.91K$72.69K
Otis Worldwide CorporationOTIS1.92K$137.69K
Brandywine Realty TrustBDN1.94K$6.16K
Robert Half Inc.RHI1.96K$60.08K
H&R Block, Inc.HRB1.96K$74.6K
LKQ CorporationLKQ1.96K$51.71K
Roblox CorporationRBLX1.98K$107.51K
Johnson & JohnsonJNJ1.98K$503.88K
JPMorgan Chase & Co.JPM2K$655.97K
First Hawaiian, Inc.FHB2.02K$59.19K
Invitation Homes Inc.INVH2.04K$61.6K
Tyson Foods, Inc.TSN2.04K$117.02K
BorgWarner Inc.BWA2.05K$135.85K
Tapestry, Inc.TPR2.09K$306.08K
American Homes 4 RentAMH2.12K$70.96K
Myriad Genetics, Inc.MYGN2.13K$12.14K
Atlassian CorporationTEAM2.13K$166.08K
Johnson Controls International plcJCI2.15K$314.72K
Jefferies Financial Group Inc.JEF2.16K$107.86K