Stock Taper

TRUE WEALTH DESIGN, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
MDU Resources Group, Inc.MDU100$2.12K
Voya Financial, Inc.VOYA100$9.05K
Simulations Plus, Inc.SLP100$1.83K
Harley-Davidson, Inc.HOG99$2.42K
Luxfer Holdings PLCLXFR99$1.79K
Patriot National Bancorp, Inc.PNBK99$95
Merit Medical Systems, Inc.MMSI99$6.87K
Bloom Energy CorporationBE99$29.97K
Pegasystems Inc.PEGA99$2.97K
Bunge Global S.A.BG98$10.46K
NeoGenomics, Inc.NEO98$1.43K
Henry Schein, Inc.HSIC98$8.19K
Interactive Brokers Group, Inc.IBKR98$8.53K
Stepan CoSCL98$5.46K
LifeMD, Inc.LFMD98$405
Gibraltar Industries, Inc.ROCK98$4.42K
Cadence Design Systems, Inc.CDNS98$36.78K
Kohl's CorporationKSS97$1.72K
ASML Holding N.V.ASML97$192.98K
Avery Dennison CorporationAVY97$15.75K