Stock Taper

TRUE WEALTH DESIGN, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Vishay Intertechnology, Inc.VSH109$5.86K
IDEX CorporationIEX109$24.74K
CleanSpark, Inc.CLSK110$1.6K
Universal Health Services, Inc.UHS110$16.36K
BlackRock, Inc.BLK110$105.77K
International Bancshares CorporationIBOC110$8.36K
Exponent, Inc.EXPO110$6.46K
Okta, Inc.OKTA110$15.01K
Power Integrations, Inc.POWI111$9.3K
Sinclair, Inc.SBGI111$1.58K
BrightSpire Capital, Inc.BRSP111$605
Avista CorporationAVA112$4.58K
Extreme Networks, Inc.EXTR112$3.63K
Evolent Health, Inc.EVH112$608
Radian Group Inc.RDN112$4.22K
ONEOK, Inc.OKE112$9.74K
1-800-FLOWERS.COM, Inc.FLWS113$394
Capri Holdings LimitedCPRI113$2.1K
Howard Hughes Holdings Inc.HHH113$8.08K
Global Water Resources, Inc.GWRS114$826