Stock Taper

TRUE WEALTH DESIGN, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
ASE Technology Holding Co., Ltd.ASX987$44.53K
DexCom, Inc.DXCM983$66.21K
Caterpillar Inc.CAT980$1.04M
Xcel Energy Inc.XEL978$78.53K
Palantir Technologies Inc.PLTR977$113.99K
Fidelity National Financial, Inc.FNF973$45.89K
Unum GroupUNM970$86.72K
YETI Holdings, Inc.YETI968$47.98K
Ally Financial Inc.ALLY966$44.39K
Fluence Energy, Inc.FLNC965$19.18K
The Toro CompanyTTC965$94.01K
Mid-America Apartment Communities, Inc.MAA963$133.8K
Micron Technology, Inc.MU957$1.1M
BioMarin Pharmaceutical Inc.BMRN957$54.76K
Elastic N.V.ESTC956$54.51K
The Boeing CompanyBA954$206.51K
Consolidated Edison, Inc.ED947$104.77K
BioCryst Pharmaceuticals, Inc.BCRX946$9.46K
Truist Financial CorporationTFC941$46.88K
Textron Inc.TXT939$86.14K