Stock Taper 
TRUE WEALTH DESIGN, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Five Star Bancorp | FSBC | 4 | $195 |
 Talen Energy Corporation | TLN | 4 | $1.54K |
 TransDigm Group Incorporated | TDG | 4 | $5.33K |
 Knife River Corporation | KNF | 4 | $335 |
 U-Haul Holding Company | UHAL-B | 4 | $231 |
 CTO Realty Growth, Inc. | CTO | 4 | $87 |
 Customers Bancorp, Inc. | CUBI | 4 | $317 |
 City Holding Company | CHCO | 4 | $531 |
 WSFS Financial Corporation | WSFS | 4 | $307 |
 Velocity Financial, Inc. | VEL | 5 | $93 |
 CorMedix Inc. | CRMD | 5 | $40 |
 Weyco Group, Inc. | WEYS | 5 | $197 |
 Urban Edge Properties | UE | 5 | $115 |
 Crawford & Company | CRD-A | 5 | $57 |
 First Community Bankshares, Inc. | FCBC | 5 | $223 |
 Symbotic Inc. | SYM | 5 | $225 |
 Stride, Inc. | LRN | 5 | $432 |
 South Bow Corporation | SOBO | 5 | $177 |
 Seneca Foods Corporation | SENEA | 5 | $870 |
 Sezzle Inc. | SEZL | 5 | $859 |