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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 59 of 136  ·  2,712 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1161 NMIH NMI HLDGS INC Financial Services 106.0 $4K 0.00% NEW $38.35 -3.1%
1162 CPA COPA HOLDINGS SA Industrials 34.0 $4K 0.00% NEW $118.82 +19.7%
1163 POOL POOL CORP Industrials 13.0 $4K 0.00% NEW $310.08 -41.2%
1164 WOOF PETCO HEALTH & WELLNESS CO I Consumer Cyclical 1,041.0 $4K 0.00% NEW $3.87 -31.5%
1165 GREAT LAKES DREDGE & DOCK CO 336.0 $4K 0.00% NEW $11.99
1166 LAUR LAUREATE EDUCATION INC Consumer Defensive 127.0 $4K 0.00% NEW $31.54 +6.3%
1167 ADPT ADAPTIVE BIOTECHNOLOGIES COR Healthcare 267.0 $4K 0.00% NEW $14.96 -5.6%
1168 SITE SITEONE LANDSCAPE SUPPLY INC Industrials 31.0 $4K 0.00% NEW $128.81 -11.7%
1169 BAND BANDWIDTH INC Technology 239.0 $4K 0.00% NEW $16.67 +266.9%
1170 ALLETE INC 60.0 $4K 0.00% NEW $66.40
1171 VXF VANGUARD INDEX FDS 19.0 $4K 0.00% NEW $209.37 +12.0%
1172 EMN EASTMAN CHEM CO Basic Materials 63.0 $4K 0.00% NEW $63.06 +18.0%
1173 AMWD AMERICAN WOODMARK CORPORATIO Consumer Cyclical 59.0 $4K 0.00% NEW $67.31 -36.8%
1174 VOYA VOYA FINANCIAL INC Financial Services 53.0 $4K 0.00% NEW $74.81 +10.2%
1175 SYNA SYNAPTICS INC Technology 58.0 $4K 0.00% NEW $68.34 +115.9%
1176 BROWN FORMAN CORP 146.0 $4K 0.00% NEW $27.08
1177 MYRG MYR GROUP INC DEL Industrials 19.0 $4K 0.00% NEW $208.05 +123.2%
1178 KGC KINROSS GOLD CORP Basic Materials 159.0 $4K 0.00% NEW $24.86 +18.6%
1179 CLS CELESTICA INC Technology 16.0 $4K 0.00% NEW $246.44 +50.5%
1180 RS RELIANCE INC Basic Materials 14.0 $4K 0.00% NEW $280.86 +34.0%
Page 59 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%