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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 117 of 136  ·  2,712 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2321 TCI TRANSCONTINENTAL RLTY INVS Real Estate 4.0 $185.0 NEW $46.25 -22.0%
2322 ATLANTA BRAVES HLDGS INC 4.0 $182.0 NEW $45.50
2323 GCBC GREENE CNTY BANCORP INC Financial Services 8.0 $181.0 NEW $22.62 +10.5%
2324 VTRS VIATRIS INC Healthcare 18.0 $179.0 NEW $9.94 +66.8%
2325 TZOO TRAVELZOO Communication Services 18.0 $177.0 NEW $9.83 -5.1%
2326 BWFG BANKWELL FINL GROUP INC Financial Services 4.0 $177.0 NEW $44.25 +19.3%
2327 CZWI CITIZENS CMNTY BANCORP INC M Financial Services 11.0 $177.0 NEW $16.09 +26.8%
2328 EHTH EHEALTH INC Financial Services 41.0 $177.0 NEW $4.32 -62.5%
2329 OCFC OCEANFIRST FINL CORP Financial Services 10.0 $176.0 NEW $17.60 +6.8%
2330 RVTY REVVITY INC Healthcare 2.0 $176.0 NEW $88.00 +7.7%
2331 STXS STEREOTAXIS INC Healthcare 56.0 $175.0 NEW $3.12 -40.8%
2332 CTGO CONTANGO ORE INC Basic Materials 7.0 $175.0 NEW $25.00 -14.4%
2333 GATX GATX CORP Industrials 1.0 $175.0 NEW $175.00 -1.2%
2334 ICLR ICON PLC Healthcare 1.0 $175.0 NEW $175.00 -33.4%
2335 APAM ARTISAN PARTNERS ASSET MGMT Financial Services 4.0 $174.0 NEW $43.50 -14.7%
2336 WAL WESTERN ALLIANCE BANCORP Financial Services 2.0 $174.0 NEW $87.00 -11.5%
2337 MZTI MARZETTI COMPANY Consumer Defensive 1.0 $173.0 NEW $173.00 -34.8%
2338 ATEX ANTERIX INC Communication Services 8.0 $172.0 NEW $21.50 +179.1%
2339 EZPW EZCORP INC Financial Services 9.0 $172.0 NEW $19.11 +75.0%
2340 VIST VISTA ENERGY S.A.B. DE C.V. Energy 5.0 $172.0 NEW $34.40 +118.9%
Page 117 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%