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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 46 of 46  ·  909 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
901 FBRT FRANKLIN BSP RLTY TR INC Real Estate 7.0 $71.0 +4.0 +133.3% $10.14 -13.9%
902 EBC EASTERN BANKSHARES INC Financial Services 3.0 $56.0 +1.0 +50.0% $18.67 +6.3%
903 MPX MARINE PRODS CORP Consumer Cyclical 5.0 $44.0 +1.0 +25.0% $8.80 -7.0%
904 INGRAM MICRO HLDG CORP 2.0 $43.0 +1.0 +100.0% $21.50
905 INNV INNOVAGE HLDG CORP Healthcare 6.0 $32.0 +1.0 +20.0% $5.33 +38.2%
906 ANTERIS TECHNOLOGIES GLOBAL 4.0 $20.0 +2.0 +100.0% $5.00
907 UIS UNISYS CORP Technology 6.0 $17.0 +4.0 +200.0% $2.83 +4.8%
908 CURV TORRID HLDGS INC Consumer Cyclical 9.0 $9.0 +8.0 +800.0% $1.00 +35.0%
909 FSP FRANKLIN STR PPTYS CORP Real Estate 7.0 $7.0 +3.0 +75.0% $1.00 -49.3%
Page 46 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%