Stock Taper

TRUE WEALTH DESIGN, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Loews CorporationL299$33.85K
Bank of MontrealBMO297$52.48K
SITE Centers Corp.SITC295$1.17K
Dr. Reddy's Laboratories LimitedRDY294$4.26K
Barrick Mining CorporationB294$10.8K
PACS Group, Inc.PACS293$12.49K
Deckers Outdoor CorporationDECK292$28.99K
Parsons CorporationPSN292$15.3K
PPG Industries, Inc.PPG292$35.43K
Fortis Inc.FTS291$16.65K
The Bank of Nova ScotiaBNS291$25.27K
Old Dominion Freight Line, Inc.ODFL291$63.03K
JELD-WEN Holding, Inc.JELD290$435
Manulife Financial CorporationMFC290$11.75K
Nu Holdings Ltd.NU290$3.88K
CDW CorporationCDW289$40.65K
Fifth Third BancorpFITB288$16.23K
Sally Beauty Holdings, Inc.SBH287$4.06K
Aveanna Healthcare Holdings Inc.AVAH287$2.46K
Selective Insurance Group, Inc.SIGI283$27.45K