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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 34 of 46  ·  909 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 WIX WIX COM LTD Technology 19.0 $2K 0.00% +13.0 +216.7% $103.89 -47.3%
662 RCI ROGERS COMMUNICATIONS INC Communication Services 52.0 $2K 0.00% +13.0 +33.3% $37.73 -4.2%
663 IRTC IRHYTHM TECHNOLOGIES INC Healthcare 11.0 $2K 0.00% +8.0 +266.7% $177.45 -33.6%
664 UMH UMH PPTYS INC Real Estate 122.0 $2K 0.00% +113.0 +1255.6% $15.92 -3.4%
665 PAGS PAGSEGURO DIGITAL LTD Technology 198.0 $2K 0.00% +22.0 +12.5% $9.64 -3.3%
666 NUS NU SKIN ENTERPRISES INC Consumer Defensive 197.0 $2K 0.00% +71.0 +56.4% $9.62 -38.6%
667 GIII G III APPAREL GROUP LTD Consumer Cyclical 65.0 $2K 0.00% +18.0 +38.3% $28.97 +5.2%
668 UVSP UNIVEST FINANCIAL CORPORATIO Financial Services 57.0 $2K 0.00% +2.0 +3.6% $32.75 +19.1%
669 PLAB PHOTRONICS INC Technology 58.0 $2K 0.00% +1.0 +1.8% $32.00 +55.7%
670 CDP COPT DEFENSE PROPERTIES Real Estate 66.0 $2K 0.00% +25.0 +61.0% $28.00 +15.4%
671 ROG ROGERS CORP Technology 20.0 $2K 0.00% +3.0 +17.6% $91.60 +45.2%
672 BEONE MEDICINES LTD 6.0 $2K 0.00% +1.0 +20.0% $303.83
673 OSBC OLD SECOND BANCORP INC ILL Financial Services 92.0 $2K 0.00% +8.0 +9.5% $19.50 +8.1%
674 NTGR NETGEAR INC Technology 73.0 $2K 0.00% +1.0 +1.4% $24.53 +1.4%
675 AMRIZE LTD 33.0 $2K 0.00% +3.0 +10.0% $54.09
676 VCTR VICTORY CAP HLDGS INC Financial Services 28.0 $2K 0.00% +5.0 +21.7% $63.11 +32.6%
677 BFST BUSINESS FIRST BANCSHARES IN Financial Services 67.0 $2K 0.00% +1.0 +1.5% $26.15 +7.1%
678 VRRM VERRA MOBILITY CORP Technology 78.0 $2K 0.00% +23.0 +41.8% $22.41 -40.7%
679 WD WALKER & DUNLOP INC Financial Services 29.0 $2K 0.00% +26.0 +866.7% $60.17 -17.4%
680 GLUE MONTE ROSA THERAPEUTICS INC Healthcare 111.0 $2K 0.00% +27.0 +32.1% $15.68 +20.4%
Page 34 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%