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Portfolio (Quarterly) Guide ↗

True Wealth Design, LLC

· CIK 0001966033
13F Portfolio $327M AUM Filed Oct 21, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 2712 New
Page 100 of 136  ·  2,712 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1981 TFIN TRIUMPH FINANCIAL INC Financial Services 11.0 $551.0 NEW $50.09 +30.8%
1982 GPK GRAPHIC PACKAGING HLDG CO Consumer Cyclical 28.0 $548.0 NEW $19.57 -48.7%
1983 OPLN OPENLANE INC Consumer Cyclical 19.0 $547.0 NEW $28.79 +21.7%
1984 GOSS GOSSAMER BIO INC Healthcare 207.0 $545.0 NEW $2.63 -92.4%
1985 CCBG CAPITAL CITY BK GROUP INC Financial Services 13.0 $544.0 NEW $41.85 +11.6%
1986 SENEA SENECA FOODS CORP NEW Consumer Defensive 5.0 $540.0 NEW $108.00 +29.8%
1987 PBFS PIONEER BANCORP INC MD Financial Services 41.0 $536.0 NEW $13.07 +14.5%
1988 CENTRAIS ELETRICAS BRASILEIR 54.0 $536.0 NEW $9.93
1989 TNDM TANDEM DIABETES CARE INC Healthcare 44.0 $535.0 NEW $12.16 +23.7%
1990 BKU BANKUNITED INC Financial Services 14.0 $535.0 NEW $38.21 +21.2%
1991 PKOH PARK-OHIO HLDGS CORP Industrials 25.0 $531.0 NEW $21.24 +40.7%
1992 RBB RBB BANCORP Financial Services 28.0 $526.0 NEW $18.79 +24.1%
1993 USNA USANA HEALTH SCIENCES INC Consumer Defensive 19.0 $524.0 NEW $27.58 -34.2%
1994 UBSI UNITED BANKSHARES INC WEST V Financial Services 14.0 $521.0 NEW $37.21 +15.9%
1995 PLTK PLAYTIKA HLDG CORP Technology 133.0 $518.0 NEW $3.89 -10.4%
1996 WSR WHITESTONE REIT Real Estate 42.0 $516.0 NEW $12.29 +54.5%
1997 IRTC IRHYTHM TECHNOLOGIES INC Healthcare 3.0 $516.0 NEW $172.00 -31.5%
1998 HOV HOVNANIAN ENTERPRISES INC Consumer Cyclical 4.0 $514.0 NEW $128.50 -10.1%
1999 OLLI OLLIES BARGAIN OUTLET HLDGS Consumer Defensive 4.0 $514.0 NEW $128.50 -35.4%
2000 OUTFRONT MEDIA INC 28.0 $513.0 NEW $18.32
Page 100 of 136  ·  2,712 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 26.5%
Industrials 16.2%
Financial Services 12.4%
Consumer Cyclical 11.9%
Healthcare 10.7%
Consumer Defensive 5.2%
Communication Services 5.1%
Real Estate 3.3%
Basic Materials 3.3%
Energy 3.3%