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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 19 of 46  ·  909 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 VOYA VOYA FINANCIAL INC Financial Services 190.0 $14K 0.00% +137.0 +258.5% $74.49 +10.6%
362 KBR KBR INC Industrials 352.0 $14K 0.00% +113.0 +47.3% $40.20 -20.2%
363 AEGON LTD 1,824.0 $14K 0.00% +376.0 +26.0% $7.71
364 HE HAWAIIAN ELEC INDUSTRIES Utilities 1,139.0 $14K 0.00% +13.0 +1.1% $12.30 +11.3%
365 DVA DAVITA INC Healthcare 123.0 $14K 0.00% +49.0 +66.2% $113.62 +74.8%
366 LIBERTY GLOBAL LTD 1,254.0 $14K 0.00% +554.0 +79.1% $11.14
367 CCEP COCA-COLA EUROPACIFIC PARTNE Consumer Defensive 154.0 $14K 0.00% +50.0 +48.1% $90.70 +3.8%
368 FLR FLUOR CORP NEW Industrials 351.0 $14K 0.00% +314.0 +848.6% $39.63 +12.5%
369 KURA KURA ONCOLOGY INC Healthcare 1,329.0 $14K 0.00% +497.0 +59.7% $10.39 +7.1%
370 ACGL ARCH CAP GROUP LTD Financial Services 142.0 $14K 0.00% +120.0 +545.5% $95.92 +0.2%
371 CRS CARPENTER TECHNOLOGY CORP Industrials 43.0 $14K 0.00% +30.0 +230.8% $314.86 +39.2%
372 FELE FRANKLIN ELEC INC Industrials 141.0 $13K 0.00% +18.0 +14.6% $95.53 +1.2%
373 S SENTINELONE INC Technology 897.0 $13K 0.00% +815.0 +993.9% $15.00 +19.8%
374 CHT CHUNGHWA TELECOM CO LTD Communication Services 321.0 $13K 0.00% +74.0 +30.0% $41.71 +5.1%
375 MKSI MKS INC. Technology 83.0 $13K 0.00% +4.0 +5.1% $159.81 +96.0%
376 SUI SUN CMNTYS INC Real Estate 107.0 $13K 0.00% +89.0 +494.4% $123.92 -0.7%
377 HRMY HARMONY BIOSCIENCES HLDGS IN Healthcare 353.0 $13K 0.00% +282.0 +397.2% $37.42 -18.5%
378 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 90.0 $13K 0.00% +25.0 +38.5% $146.59 -10.3%
379 PEB PEBBLEBROOK HOTEL TR Real Estate 1,150.0 $13K 0.00% +12.0 +1.1% $11.32 +31.2%
380 FRSH FRESHWORKS INC Technology 1,058.0 $13K 0.00% +979.0 +1239.2% $12.25 -26.0%
Page 19 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%