Stock Taper

TRUE WEALTH DESIGN, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Farmers National Banc Corp.FMNB2.61K$38.06K
Worthington Industries, Inc.WOR2.61K$140.1K
Asana, Inc.ASAN2.58K$18.09K
Teladoc Health, Inc.TDOC2.58K$21.86K
LP LEGGETT & PLATT INCLEG2.51K$29.44K
Antero Resources CorporationAR2.5K$88.03K
Kinder Morgan, Inc.KMI2.5K$79.96K
Sana Biotechnology, Inc.SANA2.49K$8.69K
Zoom Communications, Inc.ZM2.45K$211.46K
FMC CorporationFMC2.42K$27.86K
Copart, Inc.CPRT2.42K$68.08K
Microsoft CorporationMSFT2.4K$897.08K
Stitch Fix, Inc.SFIX2.4K$9.87K
Genpact LimitedG2.4K$65.86K
Ironwood Pharmaceuticals, Inc.IRWD2.39K$10.06K
Rubrik, Inc.RBRK2.38K$191.15K
Wells Fargo & CompanyWFC2.38K$196.68K
Alexandria Real Estate Equities, Inc.ARE2.37K$125.15K
United Airlines Holdings, Inc.UAL2.3K$312.64K
Delta Air Lines, Inc.DAL2.28K$213.83K