Stock Taper 
TRUE WEALTH DESIGN, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Barclays PLC | BCS | 2.9K | $77.92K |
 Sumitomo Mitsui Financial Group, Inc. | SMFG | 2.92K | $68.97K |
 General Mills, Inc. | GIS | 2.94K | $102.17K |
 Unity Software Inc. | U | 2.96K | $84.57K |
 Exelixis, Inc. | EXEL | 2.97K | $161.76K |
 KeyCorp | KEY | 2.98K | $68.71K |
 Lumen Technologies, Inc. | LUMN | 3K | $23.04K |
 Citigroup Inc. | C | 3.05K | $426.32K |
 Merck & Co., Inc. | MRK | 3.06K | $393.72K |
 Cerus Corporation | CERS | 3.09K | $9.02K |
 The Goodyear Tire & Rubber Company | GT | 3.09K | $20.41K |
 BWX Technologies, Inc. | BWXT | 3.1K | $603.03K |
 Huntington Bancshares Incorporated | HBAN | 3.11K | $55.12K |
 Eversource Energy | ES | 3.13K | $226.28K |
 Walmart Inc. | WMT | 3.14K | $355.18K |
 Park Hotels & Resorts Inc. | PK | 3.16K | $45.03K |
 Invesco Ltd. | IVZ | 3.17K | $83.79K |
 CoStar Group, Inc. | CSGP | 3.18K | $90.03K |
 JetBlue Airways Corporation | JBLU | 3.2K | $18.35K |
 Flowers Foods, Inc. | FLO | 3.38K | $26.69K |