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Portfolio (Quarterly) Guide ↗

True Wealth Design, LLC

· CIK 0001966033
13F Portfolio $341M AUM 2,556 positions Filed Jan 8, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 177 New 909 Added 960 Reduced 333 Exited
Page 6 of 9  ·  177 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 CENTRAIS ELET BRAS SA 20.0 $173.0 NEW $8.65
102 UNIT UNITI GROUP LLC Real Estate 23.0 $162.0 NEW $7.04 +54.4%
103 VOYG VOYAGER TECHNOLOGIES INC Industrials 6.0 $157.0 NEW $26.17 +46.6%
104 SLDE SLIDE INS HLDGS INC Financial Services 8.0 $156.0 NEW $19.50 -5.5%
105 GENI GENIUS SPORTS LIMITED Communication Services 14.0 $155.0 NEW $11.07 -55.7%
106 PMTS CPI CARD GROUP INC Financial Services 10.0 $147.0 NEW $14.70 +7.3%
107 OMCL OMNICELL COM Healthcare 3.0 $136.0 NEW $45.33 -3.0%
108 IONQ IONQ INC Technology 3.0 $135.0 NEW $45.00 +25.9%
109 NEO NEOGENOMICS INC Healthcare 10.0 $118.0 NEW $11.80 -25.9%
110 INSE INSPIRED ENTMT INC Consumer Cyclical 12.0 $113.0 NEW $9.42 -26.3%
111 CMTG CLAROS MTG TR INC Real Estate 36.0 $111.0 NEW $3.08 -28.6%
112 RDW REDWIRE CORPORATION Industrials 14.0 $107.0 NEW $7.64 +80.6%
113 TECX TECTONIC THERAPEUTIC INC Healthcare 5.0 $105.0 NEW $21.00 +38.1%
114 METALLUS INC 5.0 $86.0 NEW $17.20
115 OMEX ODYSSEY MARINE EXPL INC Industrials 42.0 $83.0 NEW $1.98 -43.8%
116 OLP ONE LIBERTY PPTYS INC Real Estate 4.0 $82.0 NEW $20.50 +12.0%
117 STARZ ENTERTAINMENT CORP. 7.0 $82.0 NEW $11.71
118 AVBP ARRIVENT BIOPHARMA INC Healthcare 4.0 $81.0 NEW $20.25 +33.9%
119 BLMN BLOOMIN BRANDS INC Consumer Cyclical 13.0 $81.0 NEW $6.23 +20.3%
120 FET FORUM ENERGY TECHNOLOGIES IN Energy 2.0 $74.0 NEW $37.00 +56.3%
Page 6 of 9  ·  177 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 25.0%
Industrials 16.9%
Financial Services 13.2%
Consumer Cyclical 12.8%
Healthcare 11.7%
Consumer Defensive 4.8%
Communication Services 4.4%
Basic Materials 3.4%
Real Estate 2.7%
Energy 2.6%