Stock Taper

TRUE WEALTH DESIGN, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Sonoco Products CompanySON103$5.8K
Enterprise Financial Services CorpEFSC103$6.79K
Prothena Corporation plcPRTA103$1.01K
Vericel CorporationVCEL104$4.63K
The York Water CompanyYORW104$3.19K
D.R. Horton, Inc.DHI105$17.1K
OFG BancorpOFG105$5.15K
Copa Holdings, S.A.CPA105$16.34K
Delcath Systems, Inc.DCTH106$1.33K
Alarm.com Holdings, Inc.ALRM106$4.95K
Omada HealthOMDA106$2.33K
Coeur Mining, Inc.CDE107$1.75K
Ooma, Inc.OOMA107$2.06K
AMERISAFE, Inc.AMSF107$3.62K
Zevra Therapeutics, Inc.ZVRA108$1.55K
The St. Joe CompanyJOE108$6.76K
AV AVANOS MED INCAVNS108$2.69K
Waldencast plcWALD108$191
Jack in the Box Inc.JACK109$1.72K
Legend Biotech CorporationLEGN109$3.15K