Stock Taper

TRUE WEALTH DESIGN, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Copa Holdings, S.A.CPA105$16.34K
OFG BancorpOFG105$5.15K
Vericel CorporationVCEL104$4.63K
The York Water CompanyYORW104$3.19K
Prothena Corporation plcPRTA103$1.01K
Enterprise Financial Services CorpEFSC103$6.79K
Northrop Grumman CorporationNOC103$52.46K
Sonoco Products CompanySON103$5.8K
Crown Castle Inc.CCI103$7.8K
Bill.com Holdings, Inc.BILL103$3.73K
Antero Midstream CorporationAM102$2.32K
Wabash National CorporationWNC102$1.38K
Yum China Holdings, Inc.YUMC102$4.17K
PROCEPT BioRobotics CorporationPRCT102$2.3K
Celcuity Inc.CELC101$10.57K
Canadian Imperial Bank of CommerceCM101$11.62K
Bandwidth Inc.BAND101$6.39K
M&T Bank CorporationMTB101$24.04K
American Express CompanyAXP100$33.98K
Adeia Inc.ADEA100$3.29K