Stock Taper

TRUE WEALTH DESIGN, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
SentinelOne, Inc.S7.17K$121.76K
Bristol-Myers Squibb CompanyBMY7.79K$448.57K
NVIDIA CorporationNVDA7.9K$1.58M
Mizuho Financial Group, Inc.MFG8.72K$83.56K
Apple Inc.AAPL9.18K$2.66M
Lloyds Banking Group plcLYG9.48K$55.26K
PG&E CorporationPCG22.01K$370.16K