Stock Taper

TRUE WEALTH DESIGN, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
ADTRAN Holdings Inc.ADTN194$2.7K
Savers Value Village, Inc.SVV194$1.96K
LivaNova PLCLIVN193$15.87K
Eagle Materials Inc.EXP193$43.42K
OceanFirst Financial Corp.OCFC193$3.77K
U-Haul Holding CompanyUHAL193$12.63K
Fortive CorporationFTV193$11.79K
CoreWeave, Inc. Class A Common StockCRWV193$19.21K
TechTarget, Inc.TTGT192$692
Korro Bio, Inc.KRRO192$2.53K
Intuit Inc.INTU192$50.11K
MKS Inc.MKSI192$85.4K
SempraSRE192$17.8K
Camping World Holdings, Inc.CWH191$1.46K
SEI Investments CompanySEIC191$16.75K
Southwest Gas Holdings, Inc.SWX191$16.94K
SAP SESAP190$29.28K
Energizer Holdings, Inc.ENR190$4.07K
AC AVALONBAY CMNTYS INCAVB190$35.85K
Medpace Holdings, Inc.MEDP189$100.09K