Stock Taper 
TRUE WEALTH DESIGN, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Navan, Inc. | NAVN | 19 | $435 |
 Digital Realty Trust, Inc. | DLR | 19 | $3.41K |
 Plexus Corp. | PLXS | 19 | $5.71K |
 ArcBest Corp | ARCB | 19 | $2.73K |
 The RMR Group Inc. | RMR | 19 | $391 |
 CACI International Inc | CACI | 19 | $8.8K |
 BW LPG Limited | BWLP | 19 | $332 |
 Raymond James Financial, Inc. | RJF | 20 | $3.04K |
 Cardinal Health, Inc. | CAH | 20 | $4.75K |
 Newmark Group, Inc. | NMRK | 20 | $303 |
 John B. Sanfilippo & Son, Inc. | JBSS | 20 | $1.72K |
 First Interstate BancSystem, Inc. | FIBK | 20 | $772 |
 Roper Technologies, Inc. | ROP | 20 | $6.77K |
 MBIA Inc. | MBI | 20 | $131 |
 HEICO Corporation | HEI | 20 | $7.12K |
 Ellington Financial Inc. | EFC | 20 | $273 |
 loanDepot, Inc. | LDI | 20 | $25 |
 Millicom International Cellular S.A. | TIGO | 20 | $1.82K |
 Great Southern Bancorp, Inc. | GSBC | 21 | $1.65K |
 Century Communities, Inc. | CCS | 21 | $1.5K |