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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 131 of 136  ·  2,712 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2601 GLRE GREENLIGHT CAPITAL RE LTD Financial Services 3.0 $39.0 NEW $13.00 +35.5%
2602 SPT SPROUT SOCIAL INC Technology 3.0 $39.0 NEW $13.00 -48.5%
2603 CVBF CVB FINL CORP Financial Services 2.0 $38.0 NEW $19.00 +6.9%
2604 CCC CCC INTELLIGENT SOLUTIONS HL Technology 4.0 $37.0 NEW $9.25 -50.9%
2605 EBC EASTERN BANKSHARES INC Financial Services 2.0 $37.0 NEW $18.50 +7.3%
2606 FUNC FIRST UTD CORP Financial Services 1.0 $37.0 NEW $37.00 +1.5%
2607 FIZZ NATIONAL BEVERAGE CORP Consumer Defensive 1.0 $37.0 NEW $37.00 -4.4%
2608 OVBC OHIO VY BANC CORP Financial Services 1.0 $37.0 NEW $37.00 +27.5%
2609 QS QUANTUMSCAPE CORP Consumer Cyclical 3.0 $37.0 NEW $12.33 -32.1%
2610 SMID SMITH MIDLAND CORP Basic Materials 1.0 $37.0 NEW $37.00 -20.3%
2611 MLTX MOONLAKE IMMUNOTHERAPEUTICS Healthcare 5.0 $36.0 NEW $7.20 +156.5%
2612 PRCT PROCEPT BIOROBOTICS CORP Healthcare 1.0 $36.0 NEW $36.00 -19.6%
2613 KLTR KALTURA INC Technology 25.0 $36.0 NEW $1.44 +4.2%
2614 MPX MARINE PRODS CORP Consumer Cyclical 4.0 $36.0 NEW $9.00 -9.1%
2615 JELD JELD-WEN HLDG INC Industrials 7.0 $35.0 NEW $5.00 -68.0%
2616 PAMT CORP 3.0 $35.0 NEW $11.67
2617 PCYO PURE CYCLE CORP Utilities 3.0 $34.0 NEW $11.33 -10.9%
2618 SEAT VIVID SEATS INC Communication Services 2.0 $34.0 NEW $17.00 -52.6%
2619 CBFV CB FINL SVCS INC Financial Services 1.0 $34.0 NEW $34.00 +1.4%
2620 FBRT FRANKLIN BSP RLTY TR INC Real Estate 3.0 $33.0 NEW $11.00 -20.6%
Page 131 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%