Stock Taper

TRUE WEALTH DESIGN, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Alamo Group Inc.ALG33$5.43K
IonQ, Inc.IONQ33$1.76K
Sphere Entertainment Co.SPHR33$5.71K
Vivid Seats Inc.SEAT33$216
Coherent, Inc.COHR33$13.02K
Academy Sports and Outdoors, Inc.ASO33$1.56K
Murphy USA Inc.MUSA33$17.78K
Horace Mann Educators CorporationHMN33$1.71K
Bakkt Holdings, Inc.BKKT33$258
Safety Insurance Group, Inc.SAFT33$2.47K
V2X, Inc.VVX33$2.46K
ChoiceOne Financial Services, Inc.COFS32$1.09K
Transocean Ltd.RIG32$157
ST SKYWATER TECHNOLOGY INCSKYT32$1.11K
Alamos Gold Inc.AGI32$971
WEX Inc.WEX32$4.51K
PTC Inc.PTC32$3.64K
Forward Air CorporationFWRD32$433
Zumiez Inc.ZUMZ32$570
Bridgewater Bancshares, Inc.BWB32$674