Stock Taper

TRUE WEALTH DESIGN, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
The Bank of N.T. Butterfield & Son LimitedNTB208$12.38K
Amgen Inc.AMGN208$75.32K
Honeywell International Inc.HON208$46.57K
Gentex CorporationGNTX207$5.23K
Cincinnati Financial CorporationCINF207$38.32K
Utz Brands, Inc.UTZ207$1.59K
Valero Energy CorporationVLO206$53.65K
ACI Worldwide, Inc.ACIW206$10.36K
Advanced Micro Devices, Inc.AMD206$119.67K
Q2 Holdings, Inc.QTWO206$9.91K
Xperi Inc.XPER205$1.69K
Movado Group, Inc.MOV205$8.06K
Tandem Diabetes Care, Inc.TNDM205$3.09K
Sprouts Farmers Market, Inc.SFM205$17.34K
NOV Inc.NOV204$3.79K
GCM Grosvenor Inc.GCMG204$2.51K
Roivant Sciences Ltd.ROIV204$7.22K
ZTO Express (Cayman) Inc.ZTO204$4.57K
Versant Media Group, Inc. Class AVSNT203$7.31K
Palo Alto Networks, Inc.PANW202$68.89K