Stock Taper

TRUE WEALTH DESIGN, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
STERIS plcSTE320$67.38K
Jazz Pharmaceuticals plcJAZZ320$77.11K
Globus Medical, Inc.GMED319$25.2K
Adobe Inc.ADBE318$65.2K
Enovis CorporationENOV318$6.58K
Visa Inc.V318$109.1K
Patria Investments LtdPAX318$3.49K
RXO, Inc.RXO318$8.77K
Marriott Vacations Worldwide CorporationVAC317$32.3K
The Allstate CorporationALL317$75.43K
Bright Horizons Family Solutions Inc.BFAM316$22.4K
Mercury General CorporationMCY316$33.69K
Datadog, Inc.DDOG315$82.01K
SS SHOE STA GROUP INCSCVL315$4.67K
Appian CorporationAPPN314$7.19K
FedEx Freight Holding Company, Inc.FDXF312$47.11K
The Simply Good Foods CompanySMPL312$4.14K
Morningstar, Inc.MORN312$48.68K
Signet Jewelers LimitedSIG310$26.72K
Global Payments Inc.GPN309$22.42K