Stock Taper

TRUE WEALTH DESIGN, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
WF WEBSTER FINL CORPWBS70$5.35K
Korn FerryKFY69$4.59K
Vulcan Materials CompanyVMC69$20.36K
First BankFRBA69$1.22K
Alcon Inc.ALC69$4.63K
HCI Group, Inc.HCI69$12.09K
Minerals Technologies Inc.MTX68$5.03K
Trinity Industries, Inc.TRN68$2.35K
Kinetik Holdings Inc.KNTK68$3.29K
Sea LimitedSE68$6.52K
NRG Energy, Inc.NRG68$9.93K
Enel Chile S.A.ENIC68$306
Schrödinger, Inc.SDGR67$1.09K
Tredegar CorporationTG67$534
Matador Resources CompanyMTDR66$3.29K
Banc of California, Inc.BANC66$1.35K
CNX Resources CorporationCNX66$2.24K
Kinsale Capital Group, Inc.KNSL66$21.77K
Viatris Inc.VTRS66$1.05K
Post Holdings, Inc.POST66$5.83K