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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 74 of 136  ·  2,712 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1461 AVPT AVEPOINT INC Technology 133.0 $2K 0.00% NEW $15.02 -31.5%
1462 BSAC BANCO SANTANDER CHILE NEW Financial Services 75.0 $2K 0.00% NEW $26.51 +16.9%
1463 TYRA TYRA BIOSCIENCES INC Healthcare 142.0 $2K 0.00% NEW $13.99 +132.0%
1464 VSCO VICTORIAS SECRET AND CO Consumer Cyclical 73.0 $2K 0.00% NEW $27.15 +93.2%
1465 CSL CARLISLE COS INC Industrials 6.0 $2K 0.00% NEW $329.00 +1.5%
1466 BCE BCE INC Communication Services 84.0 $2K 0.00% NEW $23.39 +5.2%
1467 OFLX OMEGA FLEX INC Industrials 63.0 $2K 0.00% NEW $31.19 -5.1%
1468 DHIL DIAMOND HILL INVT GROUP INC Financial Services 14.0 $2K 0.00% NEW $140.07 +24.9%
1469 NEWT NEWTEKONE INC Financial Services 171.0 $2K 0.00% NEW $11.45 +16.9%
1470 HRMY HARMONY BIOSCIENCES HLDGS IN Healthcare 71.0 $2K 0.00% NEW $27.56 +9.4%
1471 MTN VAIL RESORTS INC Consumer Cyclical 13.0 $2K 0.00% NEW $149.62 -14.7%
1472 CE CELANESE CORP DEL Basic Materials 46.0 $2K 0.00% NEW $42.09 +24.5%
1473 TRN TRINITY INDS INC Industrials 69.0 $2K 0.00% NEW $28.04 +16.7%
1474 MSGE SPHERE ENTERTAINMENT CO Communication Services 31.0 $2K 0.00% NEW $62.13 +12.1%
1475 SKYT SKYWATER TECHNOLOGY INC Technology 103.0 $2K 0.00% NEW $18.66 +99.4%
1476 CDNA CAREDX INC Healthcare 132.0 $2K 0.00% NEW $14.55 +48.7%
1477 AVNT AVIENT CORPORATION Basic Materials 58.0 $2K 0.00% NEW $32.97 +4.1%
1478 PRG PROG HOLDINGS INC Industrials 59.0 $2K 0.00% NEW $32.37 +3.4%
1479 SAH SONIC AUTOMOTIVE INC Consumer Cyclical 25.0 $2K 0.00% NEW $76.12 +2.7%
1480 MLKN MILLERKNOLL INC Consumer Cyclical 107.0 $2K 0.00% NEW $17.75 -12.9%
Page 74 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%