Stock Taper

TRUE WEALTH DESIGN, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Sunrun Inc.RUN309$4.13K
Broadridge Financial Solutions, Inc.BR309$42.32K
Assured Guaranty Ltd.AGO308$24.69K
Keysight Technologies, Inc.KEYS308$107.82K
GE Vernova Inc.GEV308$361.86K
Rollins, Inc.ROL308$12.86K
Entrada Therapeutics, Inc.TRDA307$2.26K
Ares Commercial Real Estate CorporationACRE307$1.38K
Agios Pharmaceuticals, Inc.AGIO306$11.36K
Martin Marietta Materials, Inc.MLM306$176.47K
Information Services Group, Inc.III305$1.25K
Coca-Cola Consolidated, Inc.COKE304$58.04K
MaxLinear, Inc.MXL303$38.79K
Eastman Kodak CompanyKODK303$2.8K
Camden Property TrustCPT303$34.69K
State Street CorporationSTT303$51.39K
California Water Service GroupCWT302$14.69K
Emergent BioSolutions Inc.EBS302$2.53K
Harmonic Inc.HLIT301$4.92K
Spectrum Brands Holdings, Inc.SPB299$25.64K