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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 15 of 136  ·  2,712 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 HDV ISHARES TR 482.0 $59K 0.02% NEW $122.45 -77.4%
282 CCL CARNIVAL CORP Consumer Cyclical 2,030.0 $59K 0.02% NEW $28.91 -9.4%
283 HAS HASBRO INC Consumer Cyclical 768.0 $58K 0.02% NEW $75.85 +18.8%
284 CVX CHEVRON CORP NEW Energy 373.0 $58K 0.02% NEW $155.31 +23.0%
285 WST WEST PHARMACEUTICAL SVSC INC Healthcare 220.0 $58K 0.02% NEW $262.33 +16.5%
286 BR BROADRIDGE FINL SOLUTIONS IN Technology 241.0 $57K 0.02% NEW $238.17 -37.0%
287 ESTC ELASTIC N V Technology 673.0 $57K 0.02% NEW $84.49 -36.3%
288 WM WASTE MGMT INC DEL Industrials 256.0 $57K 0.02% NEW $220.94 -0.6%
289 NET CLOUDFLARE INC Technology 262.0 $56K 0.02% NEW $214.87 -1.0%
290 IAUM ISHARES GOLD TR Financial Services 1,462.0 $56K 0.02% NEW $38.50 +17.6%
291 FHN FIRST HORIZON CORPORATION Financial Services 2,452.0 $55K 0.02% NEW $22.61 +6.6%
292 VXUS VANGUARD STAR FDS 754.0 $55K 0.02% NEW $73.46 +15.1%
293 HSBC HSBC HLDGS PLC Financial Services 780.0 $55K 0.02% NEW $70.98 +29.7%
294 NEM NEWMONT CORP Basic Materials 647.0 $55K 0.02% NEW $84.28 +28.5%
295 BRO BROWN & BROWN INC Financial Services 581.0 $54K 0.02% NEW $93.79 -37.6%
296 TCBI TEXAS CAP BANCSHARES INC Financial Services 643.0 $54K 0.02% NEW $84.53 +16.8%
297 INGR INGREDION INC Consumer Defensive 444.0 $54K 0.02% NEW $122.11 -16.3%
298 DHI D R HORTON INC Consumer Cyclical 319.0 $54K 0.02% NEW $169.67 -15.0%
299 VTV VANGUARD INDEX FDS 290.0 $54K 0.02% NEW $186.49 +12.1%
300 CPRT COPART INC Industrials 1,201.0 $54K 0.02% NEW $44.97 -23.5%
Page 15 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%