Stock Taper

TRUE WEALTH DESIGN, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
NRG Energy, Inc.NRG68$9.93K
Alcon Inc.ALC69$4.63K
HCI Group, Inc.HCI69$12.09K
First BankFRBA69$1.22K
Korn FerryKFY69$4.59K
Vulcan Materials CompanyVMC69$20.36K
Himalaya Shipping Ltd.HSHP70$936
Flutter Entertainment plcFLUT70$7.15K
ACM Research, Inc.ACMR70$8.88K
Mirum Pharmaceuticals, Inc.MIRM70$8.2K
XPeng Inc.XPEV70$927
Amdocs LimitedDOX70$3.54K
WF WEBSTER FINL CORPWBS70$5.35K
Group 1 Automotive, Inc.GPI71$20.67K
Tiptree Inc.TIPT71$1.27K
Cullinan Therapeutics, Inc.CGEM71$1.29K
Entegris, Inc.ENTG71$12.77K
Doximity, Inc.DOCS71$1.47K
Bristow Group Inc.VTOL71$2.93K
PureCycle Technologies, Inc.PCT72$584