Stock Taper

TRUE WEALTH DESIGN, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Darden Restaurants, Inc.DRI225$46.35K
Revolve Group, Inc.RVLV224$5.13K
LENZ Therapeutics, Inc.LENZ224$1.27K
Cannae Holdings, Inc.CNNE223$3.21K
Douglas Dynamics, Inc.PLOW223$12.03K
Borr Drilling LimitedBORR223$921
LG Display Co., Ltd.LPL222$864
Telus CorpTU222$2.35K
Microchip Technology IncorporatedMCHP222$20.25K
Peoples Bancorp Inc.PEBO221$8.49K
Greif, Inc.GEF221$16.46K
Zimmer Biomet Holdings, Inc.ZBH221$19.03K
Shinhan Financial Group Co., Ltd.SHG220$13.91K
AtriCure, Inc.ATRC220$6.16K
Ameriprise Financial, Inc.AMP220$100.93K
Southwest Airlines Co.LUV220$11.31K
Velo3D, Inc.VELO220$3.86K
SouthState Bank Corp.SSB218$21.78K
Easterly Government Properties, Inc.DEA218$5.43K
Hertz Global Holdings, Inc.HTZ218$494