TRUE WEALTH DESIGN, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)

STOCK	TICKER	SHARES HELD▲ ▼	VALUE▲ ▼
Vail Resorts, Inc.	MTN	3	$409
Lands' End, Inc.	LE	3	$32
Oklo Inc.	OKLO	2	$105
Lemonade, Inc.	LMND	2	$131
Citizens Financial Services, Inc.	CZFS	2	$145
Koppers Holdings Inc.	KOP	2	$90
Formula One Group	FWONA	2	$176
Kura Sushi USA, Inc.	KRUS	2	$116
BeOne Medicines AG	ONC	2	$570
Calix, Inc.	CALX	2	$75
Bentley Systems, Incorporated	BSY	2	$60
StepStone Group Inc.	STEP	2	$83
Cactus, Inc.	WHD	2	$103
MGP Ingredients, Inc.	MGPI	2	$36
Mistras Group, Inc.	MG	2	$35
NB Bancorp, Inc. Common Stock	NBBK	2	$43
Delek US Holdings, Inc.	DK	2	$102
CNB Financial Corporation	CCNE	2	$68
Hovnanian Enterprises, Inc.	HOV	2	$285
Elbit Systems Ltd.	ESLT	2	$1.52K