Stock Taper

TRUE WEALTH DESIGN, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Polaris Inc.PII506$34.63K
O'Reilly Automotive, Inc.ORLY506$46.6K
Unisys CorporationUIS505$1.85K
The Western Union CompanyWU502$3.87K
Essential Utilities, Inc.WTRG502$19.23K
First Watch Restaurant Group, Inc.FWRG499$6.43K
Driven Brands Holdings Inc.DRVN496$6.92K
Hilton Worldwide Holdings Inc.HLT495$163.58K
CRH plcCRH494$52.86K
Eledon Pharmaceuticals, Inc.ELDN494$1.95K
Alkami Technology, Inc.ALKT493$8.93K
Dell Technologies Inc.DELL489$210.98K
Tripadvisor, Inc.TRIP488$6.69K
Westinghouse Air Brake Technologies CorporationWAB488$131.56K
Novartis AGNVS485$76.01K
AMETEK, Inc.AME485$117.34K
Bloomin' Brands, Inc.BLMN484$4.42K
Ventas, Inc.VTR484$42.98K
Gartner, Inc.IT484$62.74K
Xylem Inc.XYL482$56.98K