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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 28 of 46  ·  909 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 FMX FOMENTO ECONOMICO MEXICANO S Consumer Defensive 45.0 $5K 0.00% +1.0 +2.3% $101.09 +20.1%
542 BCH BANCO DE CHILE Financial Services 119.0 $5K 0.00% +26.0 +28.0% $38.00 -0.7%
543 STEL STELLAR BANCORP INC Financial Services 146.0 $5K 0.00% +1.0 +0.7% $30.95 +20.9%
544 PRGS PROGRESS SOFTWARE CORP Technology 105.0 $5K 0.00% +38.0 +56.7% $42.96 -32.0%
545 CSL CARLISLE COS INC Industrials 14.0 $4K 0.00% +8.0 +133.3% $319.93 +3.9%
546 OWL BLUE OWL CAPITAL INC Financial Services 295.0 $4K 0.00% +262.0 +793.9% $14.94 -31.7%
547 ICL ICL GROUP LTD Basic Materials 763.0 $4K 0.00% +662.0 +655.5% $5.75 +12.6%
548 LEVI LEVI STRAUSS & CO NEW Consumer Cyclical 211.0 $4K 0.00% +22.0 +11.6% $20.74 +4.8%
549 BUNGE GLOBAL SA 49.0 $4K 0.00% +4.0 +8.9% $89.08
550 MAX MEDIAALPHA INC Communication Services 336.0 $4K 0.00% +96.0 +40.0% $12.95 -36.2%
551 UPWK UPWORK INC Industrials 217.0 $4K 0.00% +120.0 +123.7% $19.82 -56.3%
552 CPA COPA HOLDINGS SA Industrials 35.0 $4K 0.00% +1.0 +2.9% $120.63 +13.6%
553 MSI MOTOROLA SOLUTIONS INC Technology 11.0 $4K 0.00% +3.0 +37.5% $383.36 +4.4%
554 RYANAIR HOLDINGS PLC 58.0 $4K 0.00% +22.0 +61.1% $72.21
555 INSM INSMED INC Healthcare 24.0 $4K 0.00% +9.0 +60.0% $172.92 -36.7%
556 MSGS MADISON SQUARE GRDN SPRT COR Communication Services 16.0 $4K 0.00% +3.0 +23.1% $258.69 +36.2%
557 ENTG ENTEGRIS INC Technology 49.0 $4K 0.00% +32.0 +188.2% $84.27 +55.9%
558 MOV MOVADO GROUP INC Consumer Cyclical 200.0 $4K 0.00% +16.0 +8.7% $20.62 +33.4%
559 CFFN CAPITOL FED FINL INC Financial Services 599.0 $4K 0.00% +180.0 +43.0% $6.81 +14.4%
560 VSCO VICTORIAS SECRET AND CO Consumer Cyclical 75.0 $4K 0.00% +2.0 +2.7% $54.17 -11.9%
Page 28 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%