Stock Taper

TRUE WEALTH DESIGN, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
American States Water CompanyAWR451$37.27K
IPG Photonics CorporationIPGP450$52.79K
Stifel Financial CorpSF449$31.33K
Cloudflare, Inc.NET448$109.89K
Patterson-UTI Energy, Inc.PTEN448$4.11K
Blackstone Inc.BX445$52.36K
3M CompanyMMM445$72.05K
Corsair Gaming, Inc.CRSR444$4.29K
Dropbox, Inc.DBX443$12.17K
FactSet Research Systems Inc.FDS442$101.7K
Ameris BancorpABCB442$39.9K
Eni S.p.A.E440$20.62K
Norfolk Southern CorporationNSC440$138.5K
Hilltop Holdings Inc.HTH437$16.95K
Kosmos Energy Ltd.KOS436$920
Regency Centers CorporationREG436$34.77K
Invesco Mortgage Capital Inc.IVR436$3.44K
Coursera, Inc.COUR435$2.45K
Blaize Holdings Inc.BZAI432$597
Axos Financial, Inc.AX432$42.07K