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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 38 of 46  ·  909 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 CCSI CONSENSUS CLOUD SOLUTIONS IN Technology 51.0 $1K +17.0 +50.0% $21.82 +28.0%
742 MITK MITEK SYS INC Technology 105.0 $1K +31.0 +41.9% $10.55 +45.6%
743 PDM PIEDMONT REALTY TRUST INC Real Estate 132.0 $1K +24.0 +22.2% $8.34 -3.1%
744 OPK OPKO HEALTH INC Healthcare 872.0 $1K +6.0 +0.7% $1.26 +1.6%
745 LIBERTY GLOBAL LTD 99.0 $1K +97.0 +4850.0% $11.04
746 CTRN CITI TRENDS INC Consumer Cyclical 26.0 $1K +18.0 +225.0% $41.58 -8.0%
747 SBS COMPANHIA DE SANEAMENTO BASI Utilities 45.0 $1K +1.0 +2.3% $24.02 -75.6%
748 WSBF WATERSTONE FINL INC MD Financial Services 65.0 $1K +2.0 +3.2% $16.55 +11.6%
749 FRONTIER COMMUNICATIONS PARE 28.0 $1K +3.0 +12.0% $38.07
750 LNN LINDSAY CORP Industrials 9.0 $1K +5.0 +125.0% $117.89 -7.4%
751 ANNX ANNEXON INC Healthcare 211.0 $1K +156.0 +283.6% $5.02 +8.3%
752 RICK RCI HOSPITALITY HLDGS INC Consumer Cyclical 44.0 $1K +18.0 +69.2% $23.84 +1.5%
753 TRS TRIMAS CORP Consumer Cyclical 29.0 $1K +6.0 +26.1% $35.48 +10.5%
754 SFIX STITCH FIX INC Consumer Cyclical 193.0 $1K +82.0 +73.9% $5.25 -39.1%
755 LADR LADDER CAP CORP Real Estate 92.0 $1K +64.0 +228.6% $11.00 -9.3%
756 GRAB GRAB HOLDINGS LIMITED Technology 202.0 $1K +65.0 +47.5% $4.99 -28.7%
757 CHCT COMMUNITY HEALTHCARE TR INC Real Estate 61.0 $1K +17.0 +38.6% $16.43 +7.9%
758 UBSI UNITED BANKSHARES INC WEST V Financial Services 26.0 $999.0 +12.0 +85.7% $38.42 +12.3%
759 TRC TEJON RANCH CO Industrials 63.0 $994.0 +15.0 +31.2% $15.78 +23.8%
760 LXFR LUXFER HLDGS PLC Industrials 72.0 $975.0 +17.0 +30.9% $13.54 +17.5%
Page 38 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%