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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 30 of 46  ·  909 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 FLYW FLYWIRE CORPORATION Technology 253.0 $4K 0.00% +116.0 +84.7% $14.16 +14.1%
582 GNTX GENTEX CORP Consumer Cyclical 150.0 $3K 0.00% +91.0 +154.2% $23.27 +0.5%
583 VREX VAREX IMAGING CORP Healthcare 297.0 $3K 0.00% +49.0 +19.8% $11.65 -13.1%
584 APLE APPLE HOSPITALITY REIT INC Real Estate 288.0 $3K 0.00% +62.0 +27.4% $11.85 +22.4%
585 PLTK PLAYTIKA HLDG CORP Technology 854.0 $3K 0.00% +721.0 +542.1% $3.95 -11.7%
586 SPT SPROUT SOCIAL INC Technology 298.0 $3K 0.00% +295.0 +9833.3% $11.27 -39.7%
587 KBH KB HOME Consumer Cyclical 59.0 $3K 0.00% +29.0 +96.7% $56.20 -14.6%
588 HLIT HARMONIC INC Technology 332.0 $3K 0.00% +154.0 +86.5% $9.89 +28.4%
589 PVH PVH CORPORATION Consumer Cyclical 49.0 $3K 0.00% +17.0 +53.1% $67.02 +26.3%
590 SOLID BIOSCIENCES INC 582.0 $3K 0.00% +18.0 +3.2% $5.64
591 PHI PLDT INC Communication Services 150.0 $3K 0.00% +14.0 +10.3% $21.74 -13.4%
592 BILI BILIBILI INC Technology 131.0 $3K 0.00% +90.0 +219.5% $24.60 -28.5%
593 TCOM TRIP COM GROUP LTD Consumer Cyclical 44.0 $3K 0.00% +5.0 +12.8% $71.93 -32.5%
594 MCW MISTER CAR WASH INC Consumer Cyclical 567.0 $3K 0.00% +159.0 +39.0% $5.56 +27.7%
595 LYV LIVE NATION ENTERTAINMENT IN Communication Services 22.0 $3K 0.00% +1.0 +4.8% $142.50 +16.5%
596 CIDARA THERAPEUTICS INC 14.0 $3K 0.00% +9.0 +180.0% $220.93
597 QSR RESTAURANT BRANDS INTL INC Consumer Cyclical 45.0 $3K 0.00% +6.0 +15.4% $68.24 +12.1%
598 KEP KOREA ELEC PWR CORP Utilities 184.0 $3K 0.00% +18.0 +10.8% $16.50 -19.9%
599 THO THOR INDS INC Consumer Cyclical 29.0 $3K 0.00% +1.0 +3.6% $102.69 -27.2%
600 JAMES HARDIE INDS PLC 143.0 $3K 0.00% +32.0 +28.8% $20.76
Page 30 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%