Stock Taper

TRUE WEALTH DESIGN, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Hyatt Hotels CorporationH19$3.68K
ATN International, Inc.ATNI19$504
Kronos Worldwide, Inc.KRO19$121
Navan, Inc.NAVN19$435
BJ's Restaurants, Inc.BJRI19$1.15K
CACI International IncCACI19$8.8K
One Liberty Properties, Inc.OLP19$464
Preferred BankPFBC19$2.02K
The RMR Group Inc.RMR19$391
Plexus Corp.PLXS19$5.71K
ArcBest CorpARCB19$2.73K
Digital Realty Trust, Inc.DLR19$3.41K
Arthur J. Gallagher & Co.AJG19$4.36K
BW LPG LimitedBWLP19$332
IDT CorporationIDT19$1.11K
908 Devices Inc.MASS18$157
Stantec Inc.STN18$1.24K
Ryder System, Inc.R18$4.75K
Sonic Automotive, Inc.SAH18$1.53K
BRT Apartments Corp.BRT18$277