Stock Taper

TRUE WEALTH DESIGN, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
CleanSpark, Inc.CLSK110$1.6K
BlackRock, Inc.BLK110$105.77K
Okta, Inc.OKTA110$15.01K
International Bancshares CorporationIBOC110$8.36K
Universal Health Services, Inc.UHS110$16.36K
IDEX CorporationIEX109$24.74K
Legend Biotech CorporationLEGN109$3.15K
Jack in the Box Inc.JACK109$1.72K
Vishay Intertechnology, Inc.VSH109$5.86K
AM AVANOS MED INCAVNS108$2.69K
The St. Joe CompanyJOE108$6.76K
Zevra Therapeutics, Inc.ZVRA108$1.55K
Waldencast plcWALD108$191
AMERISAFE, Inc.AMSF107$3.62K
Ooma, Inc.OOMA107$2.06K
Coeur Mining, Inc.CDE107$1.75K
Alarm.com Holdings, Inc.ALRM106$4.95K
Omada HealthOMDA106$2.33K
Delcath Systems, Inc.DCTH106$1.33K
D.R. Horton, Inc.DHI105$17.1K