Stock Taper

TRUE WEALTH DESIGN, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Merit Medical Systems, Inc.MMSI99$6.87K
Luxfer Holdings PLCLXFR99$1.79K
Patriot National Bancorp, Inc.PNBK99$95
Bloom Energy CorporationBE99$29.97K
MDU Resources Group, Inc.MDU100$2.12K
Voya Financial, Inc.VOYA100$9.05K
American Express CompanyAXP100$33.98K
Adeia Inc.ADEA100$3.29K
Simulations Plus, Inc.SLP100$1.83K
Bandwidth Inc.BAND101$6.39K
M&T Bank CorporationMTB101$24.04K
Celcuity Inc.CELC101$10.57K
Canadian Imperial Bank of CommerceCM101$11.62K
Yum China Holdings, Inc.YUMC102$4.17K
PROCEPT BioRobotics CorporationPRCT102$2.3K
Antero Midstream CorporationAM102$2.32K
Wabash National CorporationWNC102$1.38K
Bill.com Holdings, Inc.BILL103$3.73K
Crown Castle Inc.CCI103$7.8K
Northrop Grumman CorporationNOC103$52.46K