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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 85 of 136  ·  2,712 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1681 WFRD WEATHERFORD INTL PLC Energy 18.0 $1K NEW $68.44 +58.9%
1682 WPP WPP PLC NEW Communication Services 49.0 $1K NEW $25.06 -25.1%
1683 BFH BREAD FINANCIAL HOLDINGS INC Financial Services 22.0 $1K NEW $55.77 +55.3%
1684 FORR FORRESTER RESH INC Industrials 115.0 $1K NEW $10.60 -36.2%
1685 IMXI INTERNATIONAL MNY EXPRESS IN Technology 87.0 $1K NEW $13.98 +8.9%
1686 LC LENDINGCLUB CORP Financial Services 80.0 $1K NEW $15.20 +2.8%
1687 NFBK NORTHFIELD BANCORP INC DEL Financial Services 103.0 $1K NEW $11.81 +20.0%
1688 TKO TKO GROUP HOLDINGS INC Communication Services 6.0 $1K NEW $202.00 -5.2%
1689 FTDR FRONTDOOR INC Consumer Cyclical 18.0 $1K NEW $67.33 -9.0%
1690 CGON CG ONCOLOGY INC Healthcare 30.0 $1K NEW $40.30 +59.4%
1691 CDP COPT DEFENSE PROPERTIES Real Estate 41.0 $1K NEW $29.39 +9.3%
1692 FC FRANKLIN COVEY CO Industrials 62.0 $1K NEW $19.42 +21.9%
1693 ALDX ALDEYRA THERAPEUTICS INC Healthcare 230.0 $1K NEW $5.22 -70.3%
1694 LOAR LOAR HOLDINGS INC Industrials 15.0 $1K NEW $80.00 -22.1%
1695 OTEX OPEN TEXT CORP Technology 32.0 $1K NEW $37.41 -37.3%
1696 BIDU BAIDU INC Communication Services 9.0 $1K NEW $131.78 -3.0%
1697 MAREX GROUP PLC 35.0 $1K NEW $33.63
1698 MXCT MAXCYTE INC Healthcare 734.0 $1K NEW $1.58 -34.2%
1699 NICE NICE LTD Technology 8.0 $1K NEW $144.88 -34.8%
1700 AGYS AGILYSYS INC Technology 11.0 $1K NEW $105.27 -24.2%
Page 85 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%