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Portfolio (Quarterly) Guide ↗

True Wealth Design, LLC

· CIK 0001966033
13F Portfolio $341M AUM 2,556 positions Filed Jan 8, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 177 New 909 Added 960 Reduced 333 Exited
Page 10 of 46  ·  909 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 GTLB GITLAB INC Technology 1,321.0 $50K 0.01% +1K +2652.1% $37.53 -31.7%
182 SYNOVUS FINL CORP 985.0 $49K 0.01% +122.0 +14.1% $50.05
183 WWD WOODWARD INC Industrials 163.0 $49K 0.01% +3.0 +1.9% $302.33 +17.9%
184 BHP BHP GROUP LTD Basic Materials 799.0 $48K 0.01% +44.0 +5.8% $60.37 +40.7%
185 ARMK ARAMARK Industrials 1,308.0 $48K 0.01% +939.0 +254.5% $36.86 +40.1%
186 UNP UNION PAC CORP Industrials 207.0 $48K 0.01% +7.0 +3.5% $231.32 +14.9%
187 AMAT APPLIED MATLS INC Technology 186.0 $48K 0.01% +7.0 +3.9% $256.99 +66.3%
188 UNM UNUM GROUP Financial Services 608.0 $47K 0.01% +21.0 +3.6% $77.50 +8.2%
189 DHI D R HORTON INC Consumer Cyclical 327.0 $47K 0.01% +8.0 +2.5% $143.91 +0.2%
190 MAA MID-AMER APT CMNTYS INC Real Estate 335.0 $47K 0.01% +241.0 +256.4% $138.91 -6.4%
191 ESS ESSEX PPTY TR INC Real Estate 176.0 $46K 0.01% +96.0 +120.0% $261.68 +4.6%
192 JEF JEFFERIES FINL GROUP INC Financial Services 736.0 $46K 0.01% +598.0 +433.3% $61.97 -15.4%
193 CL COLGATE PALMOLIVE CO Consumer Defensive 577.0 $46K 0.01% +345.0 +148.7% $79.02 +14.5%
194 W WAYFAIR INC Consumer Cyclical 449.0 $45K 0.01% +123.0 +37.7% $100.41 -35.5%
195 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 511.0 $45K 0.01% +239.0 +87.9% $88.21 +16.5%
196 JLL JONES LANG LASALLE INC Real Estate 133.0 $45K 0.01% +132.0 +10000.0% $336.47 -12.9%
197 AOS SMITH A O CORP Industrials 668.0 $45K 0.01% +55.0 +9.0% $66.88 -14.5%
198 AR ANTERO RESOURCES CORP Energy 1,278.0 $44K 0.01% +170.0 +15.3% $34.46 +7.5%
199 VTR VENTAS INC Real Estate 569.0 $44K 0.01% +138.0 +32.0% $77.38 +14.5%
200 FOXA FOX CORP Communication Services 598.0 $44K 0.01% +11.0 +1.9% $73.07 -12.1%
Page 10 of 46  ·  909 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 25.0%
Industrials 16.9%
Financial Services 13.2%
Consumer Cyclical 12.8%
Healthcare 11.7%
Consumer Defensive 4.8%
Communication Services 4.4%
Basic Materials 3.4%
Real Estate 2.7%
Energy 2.6%