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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 128 of 136  ·  2,712 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2541 ATKR ATKORE INC Industrials 1.0 $63.0 NEW $63.00 +19.7%
2542 BJRI BJS RESTAURANTS INC Consumer Cyclical 2.0 $62.0 NEW $31.00 +41.5%
2543 PEBK PEOPLES BANCORP N C INC Financial Services 2.0 $62.0 NEW $31.00 +30.4%
2544 GREIF INC 1.0 $62.0 NEW $62.00
2545 WEYS WEYCO GROUP INC Consumer Cyclical 2.0 $61.0 NEW $30.50 +11.1%
2546 TEGNA INC 3.0 $61.0 NEW $20.33
2547 CZFS CITIZENS FINL SVCS INC Financial Services 1.0 $61.0 NEW $61.00 +5.4%
2548 CBU COMMUNITY FINANCIAL SYSTEM I Financial Services 1.0 $59.0 NEW $59.00 +8.0%
2549 NKSH NATIONAL BANKSHARES INC VA Financial Services 2.0 $59.0 NEW $29.50 +19.1%
2550 SWKH SWK HLDGS CORP Financial Services 4.0 $59.0 NEW $14.75 +7.8%
2551 RIOT RIOT PLATFORMS INC Financial Services 3.0 $58.0 NEW $19.33 +17.2%
2552 RUM RUMBLE INC Technology 8.0 $58.0 NEW $7.25 -2.5%
2553 BARK INC 69.0 $58.0 NEW $0.84
2554 CWEN CLEARWAY ENERGY INC Utilities 2.0 $57.0 NEW $28.50 +26.5%
2555 EEX EMERALD HOLDING INC Communication Services 11.0 $56.0 NEW $5.09 -1.8%
2556 NGVT INGEVITY CORP Basic Materials 1.0 $56.0 NEW $56.00 +16.1%
2557 LFMD LIFEMD INC Healthcare 8.0 $55.0 NEW $6.88 -38.3%
2558 SIGA SIGA TECHNOLOGIES INC Healthcare 6.0 $55.0 NEW $9.17 -52.3%
2559 NKTX NKARTA INC Healthcare 26.0 $54.0 NEW $2.08 +34.8%
2560 RUSHA RUSH ENTERPRISES INC Consumer Cyclical 1.0 $54.0 NEW $54.00 +27.0%
Page 128 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%