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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 23 of 46  ·  909 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 ALLY ALLY FINL INC Financial Services 200.0 $9K 0.00% +53.0 +36.0% $45.29 -5.6%
442 DCH AMERICAN AXLE & MFG HLDGS IN Industrials 1,403.0 $9K 0.00% +37.0 +2.7% $6.41 -4.1%
443 MYGN MYRIAD GENETICS INC Healthcare 1,449.0 $9K 0.00% +74.0 +5.4% $6.15 -36.4%
444 DE DEERE & CO Industrials 19.0 $9K 0.00% +4.0 +26.7% $465.58 +14.1%
445 SNAP SNAP INC Communication Services 1,094.0 $9K 0.00% +661.0 +152.7% $8.07 -30.3%
446 GLOBUS MED INC 98.0 $9K 0.00% +15.0 +18.1% $87.32
447 APA APA CORPORATION Energy 349.0 $9K 0.00% +116.0 +49.8% $24.48 +56.6%
448 MTD METTLER TOLEDO INTERNATIONAL Healthcare 6.0 $8K 0.00% +2.0 +50.0% $1394.33 -21.8%
449 GPOR GULFPORT ENERGY CORP Energy 40.0 $8K 0.00% +11.0 +37.9% $208.00 -13.9%
450 CBRE CBRE GROUP INC Real Estate 52.0 $8K 0.00% +1.0 +2.0% $159.81 -18.0%
451 UWMC UWM HOLDINGS CORPORATION Financial Services 1,897.0 $8K 0.00% +2K +1370.5% $4.38 -31.3%
452 HAYW HAYWARD HLDGS INC Industrials 532.0 $8K 0.00% +423.0 +388.1% $15.45 -11.5%
453 ALC ALCON AG Healthcare 103.0 $8K 0.00% +82.0 +390.5% $78.82 -13.8%
454 RDN RADIAN GROUP INC Financial Services 219.0 $8K 0.00% +18.0 +9.0% $35.99 +4.5%
455 KWR QUAKER HOUGHTON Basic Materials 57.0 $8K 0.00% +3.0 +5.6% $137.32 +1.3%
456 YUMC YUM CHINA HLDGS INC Consumer Cyclical 161.0 $8K 0.00% +5.0 +3.2% $47.75 -4.6%
457 LBRDK LIBERTY BROADBAND CORP Communication Services 156.0 $8K 0.00% +138.0 +766.7% $48.60 -28.3%
458 AWK AMERICAN WTR WKS CO INC NEW Utilities 58.0 $8K 0.00% +28.0 +93.3% $130.50 -5.1%
459 TREEHOUSE FOODS INC 318.0 $8K 0.00% +148.0 +87.1% $23.59
460 RGNX REGENXBIO INC Healthcare 519.0 $7K 0.00% +83.0 +19.0% $14.40 -58.5%
Page 23 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%