Stock Taper

TRUE WEALTH DESIGN, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
CarMax, Inc.KMX1.35K$71.24K
Waste Connections, Inc.WCN1.35K$224.53K
UGI CorporationUGI1.34K$46.18K
Citizens Financial Group, Inc.CFG1.33K$93.12K
Lineage, Inc.LINE1.33K$57.44K
Vanda Pharmaceuticals Inc.VNDA1.33K$8.12K
Toll Brothers, Inc.TOL1.33K$218.46K
Broadcom Inc.AVGO1.32K$499.76K
Alphatec Holdings, Inc.ATEC1.32K$11.4K
The Walt Disney CompanyDIS1.31K$126.38K
Oracle CorporationORCL1.3K$190.96K
Mueller Industries, Inc.MLI1.29K$158.33K
Gaming and Leisure Properties, Inc.GLPI1.29K$57.35K
Humacyte, Inc.HUMA1.29K$1K
Cousins Properties IncorporatedCUZ1.28K$38.44K
Newmont CorporationNEM1.26K$117.59K
SoFi Technologies, Inc.SOFI1.25K$22.48K
Trex Company, Inc.TREX1.25K$62.5K
Bit Digital, Inc.BTBT1.25K$2.25K
Paychex, Inc.PAYX1.24K$122.32K