Stock Taper

TRUE WEALTH DESIGN, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
LKQ CorporationLKQ1.96K$51.71K
H&R Block, Inc.HRB1.96K$74.6K
Robert Half Inc.RHI1.96K$60.08K
Brandywine Realty TrustBDN1.94K$6.16K
Otis Worldwide CorporationOTIS1.92K$137.69K
International Paper CompanyIP1.91K$72.69K
The AES CorporationAES1.9K$27.85K
GitLab Inc.GTLB1.89K$57.79K
Peloton Interactive, Inc.PTON1.89K$11.18K
Viking Holdings LtdVIK1.89K$197.83K
Sotera Health CompanySHC1.88K$33.41K
Rapid7, Inc.RPD1.87K$15.12K
United Parcel Service, Inc.UPS1.85K$199.41K
ConocoPhillipsCOP1.85K$192.43K
Incyte CorporationINCY1.85K$209.72K
PepsiCo, Inc.PEP1.83K$248.46K
nCino, Inc.NCNO1.82K$29.77K
The Kraft Heinz CompanyKHC1.81K$42.87K
Chipotle Mexican Grill, Inc.CMG1.79K$60.76K
The Procter & Gamble CompanyPG1.77K$259.8K