Stock Taper 
TRUE WEALTH DESIGN, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Energy Recovery, Inc. | ERII | 51 | $461 |
 InterContinental Hotels Group PLC | IHG | 51 | $8.83K |
 James River Group Holdings, Ltd. | JRVR | 51 | $225 |
 Universal Health Realty Income Trust | UHT | 51 | $2.24K |
 Cogent Biosciences, Inc. | COGT | 51 | $1.97K |
 Coupang, Inc. | CPNG | 51 | $886 |
 Li Auto Inc. | LI | 51 | $599 |
 Protara Therapeutics, Inc. | TARA | 52 | $199 |
 CNO Financial Group, Inc. | CNO | 52 | $2.65K |
 Liberty Media Corporation | FWONK | 52 | $4.95K |
 SandRidge Energy, Inc. | SD | 52 | $713 |
 Vistra Corp. | VST | 52 | $8.25K |
 TrueBlue, Inc. | TBI | 52 | $363 |
 Compass Minerals International, Inc. | CMP | 52 | $1.62K |
 UDR, Inc. | UDR | 52 | $2.08K |
 Wheaton Precious Metals Corp. | WPM | 53 | $5.95K |
 Quaker Houghton | KWR | 53 | $8.42K |
 World Acceptance Corporation | WRLD | 53 | $11.86K |
 H.B. Fuller Company | FUL | 53 | $3.09K |
 Bread Financial Holdings, Inc. | BFH | 53 | $5.74K |