Stock Taper

TRUE WEALTH DESIGN, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
STAG Industrial, Inc.STAG257$9.78K
NiSource IncNI256$12.17K
Pembina Pipeline CorporationPBA255$11.79K
Columbia Sportswear CompanyCOLM254$15.7K
COPT Defense PropertiesCDP254$9.24K
BRC Inc.BRCC254$282
Dominion Energy, Inc.D253$17.28K
Kelly Services, Inc.KELYA253$3.11K
Dover CorporationDOV253$56.74K
Arcturus Therapeutics Holdings Inc.ARCT253$1.7K
Arteris, Inc.AIP252$12.24K
Varex Imaging CorporationVREX252$2.63K
Essex Property Trust, Inc.ESS251$73.19K
Essent Group Ltd.ESNT250$16.07K
PulteGroup, Inc.PHM248$34.03K
Washington Trust Bancorp, Inc.WASH247$9.01K
Safehold Inc.SAFE245$3.85K
Blend Labs, Inc.BLND244$418
Euronet Worldwide, Inc.EEFT243$17.79K
Alignment Healthcare, Inc.ALHC243$5.79K