Stock Taper

TRUE WEALTH DESIGN, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Lumen Technologies, Inc.LUMN3K$23.04K
KeyCorpKEY2.98K$68.71K
Exelixis, Inc.EXEL2.97K$161.76K
Unity Software Inc.U2.96K$84.57K
General Mills, Inc.GIS2.94K$102.17K
Sumitomo Mitsui Financial Group, Inc.SMFG2.92K$68.97K
Barclays PLCBCS2.9K$77.92K
Molson Coors Beverage CompanyTAP2.9K$112.79K
Boston Scientific CorporationBSX2.89K$123.39K
Occidental Petroleum CorporationOXY2.88K$139.74K
Sony Group CorporationSONY2.87K$57.51K
Monster Beverage CorporationMNST2.79K$268.66K
Aegon Ltd.AEG2.76K$23.26K
Airbnb, Inc.ABNB2.72K$388.95K
Newell Brands Inc.NWL2.7K$16.57K
Beyond Meat, Inc.BYND2.7K$2.02K
Amphenol CorporationAPH2.7K$475.36K
CubeSmartCUBE2.69K$106.86K
Nutanix, Inc.NTNX2.67K$136.06K
Dynatrace, Inc.DT2.65K$116.23K