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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 35 of 46  ·  909 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 CAC CAMDEN NATL CORP Financial Services 40.0 $2K 0.00% +4.0 +11.1% $43.40 +13.9%
682 TECK TECK RESOURCES LTD Basic Materials 36.0 $2K 0.00% +7.0 +24.1% $47.92 +27.8%
683 KFY KORN FERRY Industrials 26.0 $2K 0.00% +16.0 +160.0% $66.04 +0.9%
684 FIGS FIGS INC Consumer Cyclical 149.0 $2K +10.0 +7.2% $11.36 +9.5%
685 VTOL BRISTOW GROUP INC Energy 46.0 $2K +22.0 +91.7% $36.63 +17.8%
686 CYH COMMUNITY HEALTH SYS INC NEW Healthcare 535.0 $2K +476.0 +806.8% $3.12 -11.3%
687 DGICA DONEGAL GROUP INC Financial Services 83.0 $2K +3.0 +3.8% $19.99 -12.1%
688 SMBC SOUTHERN MO BANCORP INC Financial Services 28.0 $2K +11.0 +64.7% $59.14 +15.9%
689 THFF FIRST FINANCIAL CORPORATION Financial Services 27.0 $2K +5.0 +22.7% $60.44 +12.8%
690 SAH SONIC AUTOMOTIVE INC Consumer Cyclical 26.0 $2K +1.0 +4.0% $61.88 +19.1%
691 DBI DESIGNER BRANDS INC Consumer Cyclical 215.0 $2K +18.0 +9.1% $7.43 -7.6%
692 PHAT PHATHOM PHARMACEUTICALS INC Healthcare 95.0 $2K +7.0 +8.0% $16.60 -28.5%
693 BCBP BCB BANCORP INC Financial Services 194.0 $2K +33.0 +20.5% $8.07 +21.5%
694 CALY TOPGOLF CALLAWAY BRANDS CORP Consumer Cyclical 134.0 $2K +91.0 +211.6% $11.67 +36.1%
695 OTEX OPEN TEXT CORP Technology 48.0 $2K +16.0 +50.0% $32.58 -28.7%
696 WU WESTERN UN CO Financial Services 166.0 $2K +162.0 +4050.0% $9.31 -7.9%
697 TU TELUS CORPORATION Communication Services 116.0 $2K +13.0 +12.6% $13.17 -5.7%
698 FCPT FOUR CORNERS PPTY TR INC Real Estate 66.0 $2K +14.0 +26.9% $23.06 +8.4%
699 SRCE 1ST SOURCE CORP Financial Services 24.0 $2K +1.0 +4.3% $62.50 +17.6%
700 RNGR RANGER ENERGY SVCS INC Energy 107.0 $1K +33.0 +44.6% $13.98 +17.2%
Page 35 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%