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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 83 of 136  ·  2,712 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1641 AMER SPORTS INC 39.0 $1K NEW $34.77
1642 AVB AVALONBAY CMNTYS INC Real Estate 7.0 $1K NEW $193.29 -4.7%
1643 RCI ROGERS COMMUNICATIONS INC Communication Services 39.0 $1K NEW $34.49 +4.8%
1644 OPK OPKO HEALTH INC Healthcare 866.0 $1K NEW $1.55 -17.5%
1645 SITE CTRS CORP 149.0 $1K NEW $9.01
1646 SSD SIMPSON MFG INC Industrials 8.0 $1K NEW $167.50 +10.4%
1647 SHOO MADDEN STEVEN LTD Consumer Cyclical 40.0 $1K NEW $33.50 +20.8%
1648 III INFORMATION SVCS GROUP INC Technology 232.0 $1K NEW $5.75 -24.0%
1649 FIVN FIVE9 INC Technology 55.0 $1K NEW $24.20 -9.8%
1650 AMPL AMPLITUDE INC Technology 124.0 $1K NEW $10.73 -39.2%
1651 ARCB ARCBEST CORP Industrials 19.0 $1K NEW $69.89 +78.0%
1652 SBSI SOUTHSIDE BANCSHARES INC Financial Services 47.0 $1K NEW $28.26 +15.9%
1653 DOLE DOLE PLC Consumer Defensive 98.0 $1K NEW $13.45 +8.1%
1654 ANNALY CAPITAL MANAGEMENT IN 65.0 $1K NEW $20.22
1655 PLAB PHOTRONICS INC Technology 57.0 $1K NEW $22.96 +117.0%
1656 RAPP RAPPORT THERAPEUTICS INC Healthcare 44.0 $1K NEW $29.70 +20.3%
1657 ACADIAN ASSET MANAGEMENT INC 27.0 $1K NEW $48.19
1658 RKT ROCKET COS INC Financial Services 67.0 $1K NEW $19.39 -29.7%
1659 ASR GRUPO AEROPORTUARIO DEL SURE Industrials 4.0 $1K NEW $323.50 -4.6%
1660 BETTER HOME & FINANCE HOLDIN 23.0 $1K NEW $56.17
Page 83 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%