Stock Taper

TRUE WEALTH DESIGN, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Gilead Sciences, Inc.GILD889$112.32K
Upwork Inc.UPWK889$7.43K
Healthcare Realty Trust IncorporatedHR888$17.91K
SS&C Technologies Holdings, Inc.SSNC887$55.04K
Best Buy Co., Inc.BBY883$67K
Western Digital CorporationWDC875$558.88K
Western Alliance BancorporationWAL875$71.92K
Rocket Pharmaceuticals, Inc.RCKT873$2.99K
Janus International Group, Inc.JBI872$4.84K
Bank OZKOZK869$45.27K
Texas Roadhouse, Inc.TXRH867$167.53K
Snowflake Inc.SNOW865$220.14K
Xerox Holdings CorporationXRX863$2.7K
nVent Electric plcNVT862$146.2K
Nordic American Tankers LimitedNAT854$4.73K
Crown Holdings, Inc.CCK851$95.16K
NetScout Systems, Inc.NTCT840$36.58K
Lamar Advertising CompanyLAMR833$129.93K
Baker Hughes CompanyBKR823$45.68K
Equifax Inc.EFX823$130.63K