Stock Taper

TRUE WEALTH DESIGN, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Upbound Group, Inc.UPBD384$8.15K
Illinois Tool Works Inc.ITW380$102.78K
GoDaddy Inc.GDDY378$32.09K
Allogene Therapeutics, Inc.ALLO377$785
Prudential plcPUK377$10.11K
Archrock, Inc.AROC375$15.27K
Royal Bank of CanadaRY375$77.61K
Scholastic CorporationSCHL374$17.2K
Brunswick CorporationBC373$31.42K
Portillo's Inc.PTLO373$1.77K
ONE Gas, Inc.OGS373$28.75K
Chunghwa Telecom Co., Ltd.CHT372$16.46K
Cleveland-Cliffs Inc.CLF372$3.49K
Pinnacle West Capital CorporationPNW371$39.7K
Lincoln National CorporationLNC369$13.04K
Popular, Inc.BPOP368$60.42K
Qnity Electronics, Inc.Q368$60.1K
SunCoke Energy, Inc.SXC367$2.96K
Cognizant Technology Solutions CorporationCTSH367$14.21K
Danaher CorporationDHR366$69.72K