Stock Taper

TRUE WEALTH DESIGN, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Carrier Global CorporationCARR937$68.73K
Celsius Holdings, Inc.CELH932$27.29K
Grocery Outlet Holding Corp.GO931$9.29K
SLM CorporationSLM925$24K
Chubb LimitedCB920$313.48K
Community Health Systems, Inc.CYH920$3.07K
Public Service Enterprise Group IncorporatedPEG919$74.59K
Altria Group, Inc.MO915$65.83K
UBS Group AGUBS910$45.1K
RingCentral, Inc.RNG902$35.16K
HSBC Holdings plcHSBC900$85.58K
Ashland Inc.ASH899$59.24K
Darling Ingredients Inc.DAR899$49.1K
DXC Technology CompanyDXC897$7.94K
WesBanco, Inc.WSBC897$35.01K
Deutsche Bank AGDB894$30.18K
Weave Communications, Inc.WEAV893$5.35K
Kulicke and Soffa Industries, Inc.KLIC892$119.31K
Mativ Holdings, Inc.MATV891$6.75K
Owens CorningOC889$141.32K