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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 43 of 46  ·  909 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
841 BROOKFIELD ASSET MANAGMT LTD 7.0 $367.0 +4.0 +133.3% $52.43
842 CNMD CONMED CORP Healthcare 9.0 $366.0 +3.0 +50.0% $40.67 -9.0%
843 FEDERATED HERMES INC 7.0 $365.0 +4.0 +133.3% $52.14
844 MNSO MINISO GROUP HLDG LTD Consumer Cyclical 19.0 $357.0 +14.0 +280.0% $18.79 -26.9%
845 DAKT DAKTRONICS INC Technology 18.0 $356.0 +1.0 +5.9% $19.78 -0.2%
846 GEO GEO GROUP INC NEW Industrials 22.0 $355.0 +6.0 +37.5% $16.14 +43.2%
847 BDN BRANDYWINE RLTY TR Real Estate 118.0 $345.0 +87.0 +280.6% $2.92 +1.9%
848 AVO MISSION PRODUCE INC Consumer Defensive 29.0 $337.0 +7.0 +31.8% $11.62 +2.7%
849 NBTB NBT BANCORP INC Financial Services 8.0 $333.0 +2.0 +33.3% $41.62 +10.2%
850 LRN STRIDE INC Consumer Defensive 5.0 $325.0 +2.0 +66.7% $65.00 +34.8%
851 APPS DIGITAL TURBINE INC Technology 63.0 $315.0 +5.0 +8.6% $5.00 -10.8%
852 AROW ARROW FINL CORP Financial Services 10.0 $314.0 +2.0 +25.0% $31.40 +17.1%
853 BRC BRADY CORP Industrials 4.0 $314.0 +3.0 +300.0% $78.50 +7.7%
854 MLAB MESA LABS INC Technology 4.0 $314.0 +2.0 +100.0% $78.50 +39.0%
855 MTW MANITOWOC CO INC Industrials 26.0 $312.0 +7.0 +36.8% $12.00 -2.6%
856 EWCZ EUROPEAN WAX CTR INC Consumer Defensive 84.0 $303.0 +30.0 +55.6% $3.61 +61.3%
857 EBMT EAGLE BANCORP MONT INC Financial Services 15.0 $299.0 +1.0 +7.1% $19.93 +11.4%
858 EDIT EDITAS MEDICINE INC Healthcare 144.0 $296.0 +15.0 +11.6% $2.06 +29.9%
859 CENT CENTRAL GARDEN & PET CO Consumer Defensive 9.0 $290.0 +2.0 +28.6% $32.22 +19.8%
860 MPB MID PENN BANCORP INC Financial Services 9.0 $280.0 +2.0 +28.6% $31.11 +4.9%
Page 43 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%