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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 17 of 46  ·  909 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 B BARRICK MNG CORP Basic Materials 439.0 $19K 0.01% +305.0 +227.6% $43.55 -5.3%
322 CART MAPLEBEAR INC Consumer Cyclical 425.0 $19K 0.01% +419.0 +6983.3% $44.98 -10.9%
323 MUSA MURPHY USA INC Consumer Cyclical 47.0 $19K 0.01% +41.0 +683.3% $403.53 +34.9%
324 FIS FIDELITY NATL INFORMATION SV Technology 284.0 $19K 0.01% +277.0 +3957.1% $66.46 -34.4%
325 CMPR CIMPRESS PLC Communication Services 283.0 $19K 0.01% +10.0 +3.7% $66.59 +42.9%
326 CSGP COSTAR GROUP INC Real Estate 278.0 $19K 0.01% +226.0 +434.6% $67.24 -49.5%
327 HDB HDFC BANK LTD Financial Services 510.0 $19K 0.01% +443.0 +661.2% $36.54 -32.6%
328 EXC EXELON CORP Utilities 421.0 $18K 0.01% +78.0 +22.7% $43.59 +4.0%
329 CRC CALIFORNIA RES CORP Energy 410.0 $18K 0.01% +23.0 +5.9% $44.71 +39.2%
330 FERROVIAL SE 282.0 $18K 0.01% +109.0 +63.0% $64.61
331 NVST ENVISTA HOLDINGS CORPORATION Healthcare 839.0 $18K 0.01% +429.0 +104.6% $21.71 +8.8%
332 CSTM CONSTELLIUM SE Basic Materials 961.0 $18K 0.01% +163.0 +20.4% $18.85 +70.0%
333 TDC TERADATA CORP DEL Technology 579.0 $18K 0.01% +193.0 +50.0% $30.44 +8.7%
334 ONTO ONTO INNOVATION INC Technology 111.0 $18K 0.01% +16.0 +16.8% $157.86 +65.6%
335 CMCO COLUMBUS MCKINNON CORP N Y Industrials 1,009.0 $17K 0.01% +35.0 +3.6% $17.25 -15.0%
336 ACT ENACT HLDGS INC Financial Services 435.0 $17K 0.01% +6.0 +1.4% $39.64 +9.5%
337 LHX L3HARRIS TECHNOLOGIES INC Industrials 57.0 $17K 0.01% +15.0 +35.7% $293.58 +4.3%
338 IEFA ISHARES TR 187.0 $17K 0.01% +178.0 +1977.8% $89.47 +8.8%
339 BURL BURLINGTON STORES INC Consumer Cyclical 58.0 $17K 0.01% +47.0 +427.3% $286.97 +10.1%
340 FIRST HAWAIIAN INC 649.0 $16K 0.01% +154.0 +31.1% $25.30
Page 17 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%