Stock Taper 
TRUE WEALTH DESIGN, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 B&G Foods, Inc. | BGS | 766 | $3.05K |
 OPKO Health, Inc. | OPK | 765 | $1.15K |
 Natera, Inc. | NTRA | 760 | $206.3K |
 Lockheed Martin Corporation | LMT | 759 | $386.68K |
 Five Below, Inc. | FIVE | 759 | $136.46K |
 Avantor, Inc. | AVTR | 758 | $7.5K |
 Rocket Companies, Inc. | RKT | 758 | $11.94K |
 IQVIA Holdings Inc. | IQV | 751 | $145.11K |
 BJ's Wholesale Club Holdings, Inc. | BJ | 749 | $65.33K |
 Federal Realty Investment Trust | FRT | 748 | $92.33K |
 Columbus McKinnon Corporation | CMCO | 746 | $11.29K |
 Regions Financial Corporation | RF | 745 | $22.5K |
 Ultragenyx Pharmaceutical Inc. | RARE | 744 | $24.84K |
 Berkshire Hathaway Inc. | BRK-B | 744 | $372.29K |
 Masco Corporation | MAS | 742 | $60.38K |
 DoubleVerify Holdings, Inc. | DV | 741 | $8.03K |
 Dollar Tree, Inc. | DLTR | 740 | $89.5K |
 A. O. Smith Corporation | AOS | 734 | $46.04K |
 RLJ Lodging Trust | RLJ | 734 | $8.7K |
 Kemper Corporation | KMPR | 730 | $19.68K |