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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 11 of 46  ·  909 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 CI THE CIGNA GROUP Healthcare 158.0 $43K 0.01% +85.0 +116.4% $275.23 +2.5%
202 NTRS NORTHERN TR CORP Financial Services 314.0 $43K 0.01% +156.0 +98.7% $136.59 +22.3%
203 WPC WP CAREY INC Real Estate 666.0 $43K 0.01% +5.0 +0.8% $64.36 +16.5%
204 LOW LOWES COS INC Consumer Cyclical 175.0 $42K 0.01% +97.0 +124.4% $241.77 -10.1%
205 APTIV PLC 555.0 $42K 0.01% +33.0 +6.3% $76.09
206 LOPE GRAND CANYON ED INC Consumer Defensive 253.0 $42K 0.01% +50.0 +24.6% $166.31 -5.7%
207 ST SENSATA TECHNOLOGIES HLDG PL Technology 1,253.0 $42K 0.01% +118.0 +10.4% $33.29 +43.4%
208 CFG CITIZENS FINL GROUP INC Financial Services 713.0 $42K 0.01% +128.0 +21.9% $58.41 +7.5%
209 BIIB BIOGEN INC Healthcare 236.0 $42K 0.01% +3.0 +1.3% $175.99 +7.7%
210 QRVO QORVO INC Technology 487.0 $41K 0.01% +71.0 +17.1% $84.51 +16.9%
211 FNB F N B CORP Financial Services 2,390.0 $41K 0.01% +84.0 +3.6% $17.10 +2.2%
212 TER TERADYNE INC Technology 211.0 $41K 0.01% +70.0 +49.6% $193.56 +77.9%
213 LYB LYONDELLBASELL INDUSTRIES N Basic Materials 936.0 $41K 0.01% +880.0 +1571.4% $43.30 +61.8%
214 AA ALCOA CORP Basic Materials 762.0 $40K 0.01% +730.0 +2281.2% $53.14 +24.7%
215 AYI ACUITY INC Industrials 112.0 $40K 0.01% +6.0 +5.7% $360.04 -21.9%
216 AEO AMERICAN EAGLE OUTFITTERS IN Consumer Cyclical 1,518.0 $40K 0.01% +137.0 +9.9% $26.37 -37.2%
217 PCAR PACCAR INC Industrials 364.0 $40K 0.01% +138.0 +61.1% $109.51 -0.2%
218 COKE COCA COLA CONS INC Consumer Defensive 258.0 $40K 0.01% +5.0 +2.0% $153.30 +15.0%
219 AVY AVERY DENNISON CORP Industrials 216.0 $39K 0.01% +160.0 +285.7% $181.88 -12.6%
220 RY ROYAL BK CDA Financial Services 230.0 $39K 0.01% +20.0 +9.5% $170.49 +9.8%
Page 11 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%