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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 133 of 136  ·  2,712 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2641 LWAY LIFEWAY FOODS INC Consumer Defensive 1.0 $28.0 NEW $28.00 -10.5%
2642 LARK LANDMARK BANCORP INC Financial Services 1.0 $27.0 NEW $27.00 +2.8%
2643 TFSL TFS FINL CORP Financial Services 2.0 $27.0 NEW $13.50 +15.8%
2644 ATOSSA THERAPEUTICS INC 29.0 $26.0 NEW $0.90
2645 INNV INNOVAGE HLDG CORP Healthcare 5.0 $26.0 NEW $5.20 +41.7%
2646 UNB UNION BANKSHARES INC Financial Services 1.0 $25.0 NEW $25.00 -6.6%
2647 LIBERTY GLOBAL LTD 2.0 $24.0 NEW $12.00
2648 CIX COMPX INTL INC Industrials 1.0 $24.0 NEW $24.00 -5.0%
2649 ELA ENVELA CORP Consumer Cyclical 3.0 $24.0 NEW $8.00 +191.9%
2650 LCID LUCID GROUP INC Consumer Cyclical 1.0 $24.0 NEW $24.00 -76.2%
2651 CSTL CASTLE BIOSCIENCES INC Healthcare 1.0 $23.0 NEW $23.00 -14.4%
2652 HANOVER BANCORP INC 1.0 $23.0 NEW $23.00
2653 HF FOODS GROUP INC 8.0 $23.0 NEW $2.88
2654 WSC WILLSCOT HLDGS CORP Industrials 1.0 $22.0 NEW $22.00 +7.4%
2655 INGRAM MICRO HLDG CORP 1.0 $22.0 NEW $22.00
2656 CVLG COVENANT LOGISTICS GROUP INC Industrials 1.0 $22.0 NEW $22.00 +64.8%
2657 RCEL AVITA MEDICAL INC Healthcare 4.0 $21.0 NEW $5.25 -17.9%
2658 AKA A K A BRANDS HLDG CORP Consumer Cyclical 2.0 $20.0 NEW $10.00 +3.5%
2659 JMSB JOHN MARSHALL BANCORP INC Financial Services 1.0 $20.0 NEW $20.00 +4.7%
2660 MG MISTRAS GROUP INC Industrials 2.0 $20.0 NEW $10.00 +69.2%
Page 133 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%