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Portfolio (Quarterly) Guide ↗

True Wealth Design, LLC

· CIK 0001966033
13F Portfolio $341M AUM 2,556 positions Filed Jan 8, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 177 New 909 Added 960 Reduced 333 Exited
Page 14 of 48  ·  960 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 RNG RINGCENTRAL INC Technology 467.0 $13K 0.00% -294.0 -38.6% $28.88 +47.5%
262 CPNG COUPANG INC Consumer Cyclical 570.0 $13K 0.00% -30.0 -5.0% $23.59 -35.3%
263 AGO ASSURED GUARANTY LTD Financial Services 147.0 $13K 0.00% -89.0 -37.7% $89.87 -12.3%
264 NRG NRG ENERGY INC Utilities 82.0 $13K 0.00% -5.0 -5.8% $159.24 -22.3%
265 KR KROGER CO Consumer Defensive 208.0 $13K 0.00% -97.0 -31.8% $62.48 +13.0%
266 LPG DORIAN LPG LTD Energy 533.0 $13K 0.00% -57.0 -9.7% $24.34 +73.9%
267 CRGY CRESCENT ENERGY COMPANY Energy 1,546.0 $13K 0.00% -33.0 -2.1% $8.39 +63.5%
268 CWT CALIFORNIA WTR SVC GROUP Utilities 296.0 $13K 0.00% -277.0 -48.3% $43.33 -2.0%
269 WRB BERKLEY W R CORP Financial Services 180.0 $13K 0.00% -18.0 -9.1% $70.12 -2.3%
270 HPE HEWLETT PACKARD ENTERPRISE C Technology 522.0 $13K 0.00% -156.0 -23.0% $24.02 +35.8%
271 CELH CELSIUS HLDGS INC Consumer Defensive 273.0 $12K 0.00% -32.0 -10.5% $45.74 -37.4%
272 SLAB SILICON LABORATORIES INC Technology 95.0 $12K 0.00% -77.0 -44.8% $130.71 +65.6%
273 SIRI SIRIUSXM HOLDINGS INC Communication Services 615.0 $12K 0.00% -1K -67.0% $20.00 +30.3%
274 TNK TEEKAY TANKERS LTD Energy 230.0 $12K 0.00% -4.0 -1.7% $53.42 +42.2%
275 D DOMINION ENERGY INC Utilities 209.0 $12K 0.00% -9.0 -4.1% $58.59 +16.3%
276 CR CRANE COMPANY Industrials 66.0 $12K 0.00% -36.0 -35.3% $184.44 -9.2%
277 RELX RELX PLC Communication Services 296.0 $12K 0.00% -13.0 -4.2% $40.42 -16.9%
278 ITW ILLINOIS TOOL WKS INC Industrials 48.0 $12K 0.00% -89.0 -65.0% $246.31 +0.4%
279 ING ING GROEP N.V. Financial Services 421.0 $12K 0.00% -34.0 -7.5% $28.00 +4.4%
280 SNY SANOFI SA Healthcare 239.0 $12K 0.00% -64.0 -21.1% $48.46 -10.1%
Page 14 of 48  ·  960 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 25.0%
Industrials 16.9%
Financial Services 13.2%
Consumer Cyclical 12.8%
Healthcare 11.7%
Consumer Defensive 4.8%
Communication Services 4.4%
Basic Materials 3.4%
Real Estate 2.7%
Energy 2.6%