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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 110 of 136  ·  2,712 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2181 TRUP TRUPANION INC Financial Services 7.0 $303.0 NEW $43.29 -49.5%
2182 SMA SMARTSTOP SELF STORAG REIT I Real Estate 8.0 $302.0 NEW $37.75 -18.4%
2183 TMCI TREACE MED CONCEPTS INC Healthcare 45.0 $302.0 NEW $6.71 -58.0%
2184 FLAGSTAR FINANCIAL INC 26.0 $301.0 NEW $11.58
2185 KROS KEROS THERAPEUTICS INC Healthcare 19.0 $301.0 NEW $15.84 -29.2%
2186 MRBK MERIDIAN CORPORATION Financial Services 19.0 $301.0 NEW $15.84 +10.4%
2187 OPAL OPAL FUELS INC Utilities 136.0 $300.0 NEW $2.21 -8.9%
2188 RAMACO RES INC 9.0 $299.0 NEW $33.22
2189 JLL JONES LANG LASALLE INC Real Estate 1.0 $299.0 NEW $299.00 -2.0%
2190 KE KIMBALL ELECTRONICS INC Industrials 10.0 $299.0 NEW $29.90 -19.0%
2191 CZNC CITIZENS & NORTHN CORP Financial Services 15.0 $298.0 NEW $19.87 +6.7%
2192 KAI KADANT INC Industrials 1.0 $298.0 NEW $298.00 +3.0%
2193 SEMR SEMRUSH HLDGS INC Technology 42.0 $298.0 NEW $7.10 +69.1%
2194 SMPL SIMPLY GOOD FOODS CO Consumer Defensive 12.0 $298.0 NEW $24.83 -55.0%
2195 BCRX BIOCRYST PHARMACEUTICALS INC Healthcare 39.0 $297.0 NEW $7.62 +9.9%
2196 STC STEWART INFORMATION SVCS COR Financial Services 4.0 $294.0 NEW $73.50 -7.3%
2197 ATLC ATLANTICUS HOLDINGS CORP Financial Services 5.0 $293.0 NEW $58.60 +39.3%
2198 JBLU JETBLUE AWYS CORP Industrials 59.0 $291.0 NEW $4.93 +1.6%
2199 HROW HARROW INC Healthcare 6.0 $290.0 NEW $48.33 -31.8%
2200 UVE UNIVERSAL INS HLDGS INC Financial Services 11.0 $290.0 NEW $26.36 +51.4%
Page 110 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%