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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 90 of 136  ·  2,712 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1781 NXRT NEXPOINT RESIDENTIAL TR INC Real Estate 28.0 $903.0 NEW $32.25 -8.5%
1782 BLKB BLACKBAUD INC Technology 14.0 $901.0 NEW $64.36 -54.0%
1783 IBCP INDEPENDENT BK CORP MICH Financial Services 29.0 $899.0 NEW $31.00 +9.8%
1784 WYNN WYNN RESORTS LTD Consumer Cyclical 7.0 $898.0 NEW $128.29 -23.6%
1785 AIR AAR CORP Industrials 10.0 $897.0 NEW $89.70 +21.0%
1786 SMBK SMARTFINANCIAL INC Financial Services 25.0 $894.0 NEW $35.76 +16.2%
1787 SMBC SOUTHERN MO BANCORP INC Financial Services 17.0 $894.0 NEW $52.59 +30.4%
1788 SHO SUNSTONE HOTEL INVS INC NEW Real Estate 95.0 $891.0 NEW $9.38 +12.5%
1789 XPRO EXPRO GROUP HOLDINGS NV Energy 75.0 $891.0 NEW $11.88 +42.8%
1790 TRS TRIMAS CORP Consumer Cyclical 23.0 $889.0 NEW $38.65 +1.4%
1791 NORTHPOINTE BANCSHARES INC. 52.0 $889.0 NEW $17.10
1792 LIFEZONE METALS LIMITED 161.0 $883.0 NEW $5.48
1793 XPOF XPONENTIAL FITNESS INC Consumer Cyclical 113.0 $881.0 NEW $7.80 -29.8%
1794 GETY GETTY IMAGES HOLDINGS INC Communication Services 444.0 $880.0 NEW $1.98 -47.5%
1795 GVA GRANITE CONSTR INC Industrials 8.0 $880.0 NEW $110.00 +16.0%
1796 GHM GRAHAM CORP Industrials 16.0 $879.0 NEW $54.94 +68.6%
1797 NNI NELNET INC Financial Services 7.0 $878.0 NEW $125.43 +3.4%
1798 BSY BENTLEY SYS INC Technology 17.0 $876.0 NEW $51.53 -35.3%
1799 WAY WAYSTAR HLDG CORP Technology 23.0 $873.0 NEW $37.96 -49.4%
1800 VVX V2X INC Industrials 15.0 $872.0 NEW $58.13 +23.3%
Page 90 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%