Stock Taper

TRUE WEALTH DESIGN, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Civista Bancshares, Inc.CIVB21$593
Fulgent Genetics, Inc.FLGT21$431
Gulfport Energy CorpGPOR21$3.56K
NB NORTHFIELD BANCORP INC DELNFBK21$310
Limoneira CompanyLMNR21$276
NewAmsterdam Pharma Company N.V.NAMS21$712
Markel CorporationMKL21$41.01K
Materion CorporationMTRN21$6.25K
Miller Industries, Inc.MLR21$1.07K
LifeVantage CorporationLFVN21$132
Intapp, Inc.INTA21$530
Home Bancorp, Inc.HBCP21$1.44K
Balchem CorpBCPC21$3.55K
Digi International Inc.DGII22$1.65K
Victory Capital Holdings, Inc.VCTR22$1.85K
Community West BancsharesCWBC22$591
Axcelis Technologies, Inc.ACLS22$4.17K
Crexendo, Inc.CXDO22$165
Verra Mobility CorporationVRRM22$94
NBT Bancorp Inc.NBTB22$1.09K