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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 89 of 136  ·  2,712 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1761 SWK STANLEY BLACK & DECKER INC Industrials 13.0 $967.0 NEW $74.38 +0.8%
1762 ALMS ALUMIS INC Healthcare 242.0 $966.0 NEW $3.99 +455.4%
1763 PRIM PRIMORIS SVCS CORP Industrials 7.0 $962.0 NEW $137.43 -22.4%
1764 FBNC FIRST BANCORP N C Financial Services 18.0 $953.0 NEW $52.94 +10.8%
1765 CTBI COMMUNITY TR BANCORP INC Financial Services 17.0 $952.0 NEW $56.00 +19.6%
1766 PRLB PROTO LABS INC Industrials 19.0 $951.0 NEW $50.05 +42.1%
1767 OOMA OOMA INC Communication Services 79.0 $948.0 NEW $12.00 +57.3%
1768 MPTI M-TRON INDS INC Technology 17.0 $944.0 NEW $55.53 +43.3%
1769 SHAK SHAKE SHACK INC Consumer Cyclical 10.0 $937.0 NEW $93.70 -32.3%
1770 BZ KANZHUN LIMITED Industrials 40.0 $935.0 NEW $23.38 -41.0%
1771 FRONTIER COMMUNICATIONS PARE 25.0 $934.0 NEW $37.36
1772 DJCO DAILY JOURNAL CORP Technology 2.0 $931.0 NEW $465.50 -0.0%
1773 CNDT CONDUENT INC Technology 332.0 $930.0 NEW $2.80 -42.9%
1774 FIGS FIGS INC Consumer Cyclical 139.0 $930.0 NEW $6.69 +85.9%
1775 FRSH FRESHWORKS INC Technology 79.0 $930.0 NEW $11.77 -23.0%
1776 SOMNIGROUP INTERNATIONAL INC 11.0 $928.0 NEW $84.36
1777 MYE MYERS INDS INC Consumer Cyclical 54.0 $915.0 NEW $16.94 +29.8%
1778 ARVN ARVINAS INC Healthcare 107.0 $912.0 NEW $8.52 +6.8%
1779 KRRO KORRO BIO INC Healthcare 19.0 $910.0 NEW $47.89 -76.6%
1780 CNO CNO FINL GROUP INC Financial Services 23.0 $907.0 NEW $39.43 +20.1%
Page 89 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%