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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 86 of 136  ·  2,712 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1701 LPX LOUISIANA PAC CORP Basic Materials 13.0 $1K NEW $88.85 -21.1%
1702 TRIP TRIPADVISOR INC Consumer Cyclical 71.0 $1K NEW $16.27 -39.0%
1703 FRONTVIEW REIT INC 84.0 $1K NEW $13.71
1704 BILI BILIBILI INC Technology 41.0 $1K NEW $28.10 -37.4%
1705 LBRDK LIBERTY BROADBAND CORP Communication Services 18.0 $1K NEW $63.56 -45.2%
1706 LPL LG DISPLAY CO LTD Technology 218.0 $1K NEW $5.22 -5.4%
1707 SURMODICS INC 38.0 $1K NEW $29.89
1708 SHBI SHORE BANCSHARES INC Financial Services 69.0 $1K NEW $16.42 +20.0%
1709 VITAL ENERGY INC 67.0 $1K NEW $16.90
1710 ACA ARCOSA INC Industrials 12.0 $1K NEW $93.75 +27.1%
1711 RES RPC INC Energy 235.0 $1K NEW $4.76 +48.5%
1712 AGI ALAMOS GOLD INC NEW Basic Materials 32.0 $1K NEW $34.88 +12.5%
1713 STAA STAAR SURGICAL CO Healthcare 41.0 $1K NEW $26.88 +23.0%
1714 SBS COMPANHIA DE SANEAMENTO BASI Utilities 44.0 $1K NEW $24.91 -76.5%
1715 IBEX IBEX LTD Technology 27.0 $1K NEW $40.56 -21.0%
1716 BANC BANC OF CALIFORNIA INC Financial Services 66.0 $1K NEW $16.56 +13.6%
1717 PSMT PRICESMART INC Consumer Defensive 9.0 $1K NEW $121.22 +36.9%
1718 FISI FINANCIAL INSTNS INC Financial Services 40.0 $1K NEW $27.20 +30.0%
1719 RBCAA REPUBLIC BANCORP INC KY Financial Services 15.0 $1K NEW $72.27 +8.5%
1720 BROWN FORMAN CORP 40.0 $1K NEW $26.93
Page 86 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%