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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 33 of 46  ·  909 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 EDU NEW ORIENTAL ED & TECHNOLOGY Consumer Defensive 41.0 $2K 0.00% +15.0 +57.7% $55.05 -13.6%
642 TRST TRUSTCO BK CORP N Y Financial Services 54.0 $2K 0.00% +2.0 +3.9% $41.33 +21.6%
643 BIDU BAIDU INC Communication Services 17.0 $2K 0.00% +8.0 +88.9% $130.71 +0.4%
644 RELY REMITLY GLOBAL INC Technology 160.0 $2K 0.00% +115.0 +255.6% $13.80 +56.4%
645 YEXT YEXT INC Technology 271.0 $2K 0.00% +34.0 +14.3% $8.06 -55.5%
646 CENTA CENTRAL GARDEN & PET CO Consumer Defensive 74.0 $2K 0.00% +15.0 +25.4% $29.20 +18.4%
647 HLLY HOLLEY INC Consumer Cyclical 522.0 $2K 0.00% +6.0 +1.2% $4.13 -40.9%
648 RKT ROCKET COS INC Financial Services 111.0 $2K 0.00% +44.0 +65.7% $19.36 -29.6%
649 CARG CARGURUS INC Consumer Cyclical 55.0 $2K 0.00% +8.0 +17.0% $38.36 -28.1%
650 BIPC BROOKFIELD INFRASTRUCTURE CO Utilities 46.0 $2K 0.00% +30.0 +187.5% $45.41 -7.2%
651 KSS KOHLS CORP Consumer Cyclical 102.0 $2K 0.00% +5.0 +5.2% $20.41 -37.8%
652 ACDC PROFRAC HLDG CORP Energy 535.0 $2K 0.00% +446.0 +501.1% $3.89 +90.2%
653 BFH BREAD FINANCIAL HOLDINGS INC Financial Services 28.0 $2K 0.00% +6.0 +27.3% $74.04 +15.9%
654 LRMR LARIMAR THERAPEUTICS INC Healthcare 544.0 $2K 0.00% +8.0 +1.5% $3.81 -6.3%
655 OFLX OMEGA FLEX INC Industrials 70.0 $2K 0.00% +7.0 +11.1% $29.44 -2.6%
656 FG F&G ANNUITIES & LIFE INC Financial Services 66.0 $2K 0.00% +65.0 +6500.0% $31.02 -11.0%
657 RVLV REVOLVE GROUP INC Consumer Cyclical 67.0 $2K 0.00% +51.0 +318.8% $30.19 -38.2%
658 HBNC HORIZON BANCORP INC Financial Services 119.0 $2K 0.00% +14.0 +13.3% $16.97 +8.6%
659 WSFS WSFS FINL CORP Financial Services 36.0 $2K 0.00% +8.0 +28.6% $55.25 +30.0%
660 WAFD WAFD INC Financial Services 62.0 $2K 0.00% +10.0 +19.2% $32.03 +10.7%
Page 33 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%