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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 75 of 136  ·  2,712 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1481 KBH KB HOME Consumer Cyclical 30.0 $2K 0.00% NEW $63.17 -23.1%
1482 DC DAKOTA GOLD CORP Basic Materials 415.0 $2K 0.00% NEW $4.55 +14.9%
1483 TRST TRUSTCO BK CORP N Y Financial Services 52.0 $2K 0.00% NEW $36.31 +38.4%
1484 EFC ELLINGTON FINANCIAL INC Real Estate 145.0 $2K 0.00% NEW $12.99 +3.9%
1485 TPB TURNING PT BRANDS INC Consumer Defensive 19.0 $2K 0.00% NEW $98.89 -9.0%
1486 STEELCASE INC 109.0 $2K 0.00% NEW $17.20
1487 XPEV XPENG INC Consumer Cyclical 80.0 $2K 0.00% NEW $23.43 -33.4%
1488 SPXC SPX TECHNOLOGIES INC Industrials 10.0 $2K 0.00% NEW $186.80 +11.2%
1489 ARI APOLLO COML REAL EST FIN INC Real Estate 184.0 $2K 0.00% NEW $10.13 +8.0%
1490 KREF KKR REAL ESTATE FIN TR INC Real Estate 207.0 $2K 0.00% NEW $9.00 -28.0%
1491 FLYW FLYWIRE CORPORATION Technology 137.0 $2K 0.00% NEW $13.54 +19.1%
1492 NOV NOV INC Energy 140.0 $2K 0.00% NEW $13.25 +57.1%
1493 INFINITY NAT RES INC 141.0 $2K 0.00% NEW $13.11
1494 ACIW ACI WORLDWIDE INC Technology 35.0 $2K 0.00% NEW $52.77 -19.0%
1495 GNW GENWORTH FINL INC Financial Services 206.0 $2K 0.00% NEW $8.91 +1.8%
1496 ARKO ARKO CORP Consumer Cyclical 400.0 $2K 0.00% NEW $4.57 +67.0%
1497 ZTO ZTO EXPRESS CAYMAN INC Industrials 95.0 $2K 0.00% NEW $19.20 +19.7%
1498 AMAL AMALGAMATED FINANCIAL CORP Financial Services 67.0 $2K 0.00% NEW $27.16 +52.0%
1499 HLIT HARMONIC INC Technology 178.0 $2K 0.00% NEW $10.19 +49.2%
1500 FORGE GLOBAL HOLDINGS INC 107.0 $2K 0.00% NEW $16.91
Page 75 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%