Stock Taper

TRUE WEALTH DESIGN, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Thor Industries, Inc.THO64$4.81K
Old Second Bancorp, Inc.OSBC64$1.49K
ICU Medical, Inc.ICUI65$9.53K
Life Time Group Holdings, Inc.LTH65$2.65K
Waterstone Financial, Inc.WSBF65$1.35K
Trane Technologies plcTT65$31.93K
Banc of California, Inc.BANC66$1.35K
Kinsale Capital Group, Inc.KNSL66$21.77K
Viatris Inc.VTRS66$1.05K
Surgery Partners, Inc.SGRY66$1.11K
CNX Resources CorporationCNX66$2.24K
Matador Resources CompanyMTDR66$3.29K
Post Holdings, Inc.POST66$5.83K
Schrödinger, Inc.SDGR67$1.09K
Tredegar CorporationTG67$534
Kinetik Holdings Inc.KNTK68$3.29K
Enel Chile S.A.ENIC68$306
Sea LimitedSE68$6.52K
Minerals Technologies Inc.MTX68$5.03K
Trinity Industries, Inc.TRN68$2.35K