Stock Taper

TRUE WEALTH DESIGN, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Halliburton CompanyHAL3.39K$115.13K
Bank of America CorporationBAC3.42K$194.93K
Burford Capital LimitedBUR3.45K$14.13K
NNN REIT, Inc.NNN3.47K$161.51K
Takeda Pharmaceutical Company LimitedTAK3.64K$58.32K
Alphabet Inc.GOOGL3.67K$1.31M
ADT Inc.ADT3.7K$24.04K
Amazon.com, Inc.AMZN3.73K$889.96K
F.N.B. CorporationFNB3.87K$73.75K
Kyndryl Holdings, Inc.KD3.87K$43.75K
Intel Corp.INTC3.87K$540.51K
The Mosaic CompanyMOS3.88K$82.13K
Freeport-McMoRan Inc.FCX4.02K$252.57K
Nomura Holdings, Inc.NMR4.08K$35.78K
DENTSPLY SIRONA Inc.XRAY4.1K$43.53K
Pfizer Inc.PFE4.12K$99.16K
News CorporationNWSA4.13K$102.67K
First Horizon CorporationFHN4.14K$106.23K
Match Group, Inc.MTCH4.17K$158.56K
NatWest Group plcNWG4.25K$74.88K