Stock Taper

TRUE WEALTH DESIGN, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Onto Innovation Inc.ONTO116$43.9K
Certara, Inc.CERT115$754
Magnera CorpMAGN115$1.35K
CBIZ, Inc.CBZ114$3.66K
Box, Inc.BOX114$3.03K
Global Water Resources, Inc.GWRS114$826
Kimco Realty CorporationKIM114$2.89K
Charles River Laboratories International, Inc.CRL114$25.86K
Capri Holdings LimitedCPRI113$2.1K
1-800-FLOWERS.COM, Inc.FLWS113$394
Howard Hughes Holdings Inc.HHH113$8.08K
Evolent Health, Inc.EVH112$608
Radian Group Inc.RDN112$4.22K
Avista CorporationAVA112$4.58K
Extreme Networks, Inc.EXTR112$3.63K
ONEOK, Inc.OKE112$9.74K
Power Integrations, Inc.POWI111$9.3K
Sinclair, Inc.SBGI111$1.58K
BrightSpire Capital, Inc.BRSP111$605
Exponent, Inc.EXPO110$6.46K