Stock Taper

TRUE WEALTH DESIGN, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Trimble Inc.TRMB157$8.04K
Zillow Group, Inc. Class CZ157$4.95K
Kimberly-Clark CorporationKMB157$17.23K
Avnet, Inc.AVT157$13.95K
Simon Property Group, Inc.SPG156$34.89K
AerCap Holdings N.V.AER156$22.74K
MSCI Inc.MSCI155$86.81K
Community Healthcare Trust IncorporatedCHCT155$2.83K
American Financial Group, Inc.AFG155$21.69K
Republic Services, Inc.RSG154$32.81K
First BanCorp.FBP154$4.01K
Enova International, Inc.ENVA153$36.83K
Visteon CorporationVC153$15.18K
Harmony Biosciences Holdings, Inc.HRMY153$5.57K
First Merchants CorporationFRME153$6.68K
Halozyme Therapeutics, Inc.HALO152$11.9K
Huntington Ingalls Industries, Inc.HII151$42.26K
Credo Technology Group Holding LtdCRDO151$41.06K
The Estée Lauder Companies Inc.EL150$11.84K
Ecovyst Inc.ECVT148$1.84K