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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 16 of 48  ·  960 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 KKR KKR & CO INC Financial Services 81.0 $10K 0.00% -7.0 -8.0% $127.48 -27.1%
302 SLM SLM CORP Financial Services 380.0 $10K 0.00% -974.0 -71.9% $27.06 -20.7%
303 CEG CONSTELLATION ENERGY CORP Utilities 29.0 $10K 0.00% -3.0 -9.4% $353.28 -26.2%
304 COUR COURSERA INC Consumer Defensive 1,372.0 $10K 0.00% -331.0 -19.4% $7.36 -26.6%
305 EVENTBRITE INC 2,268.0 $10K 0.00% -393.0 -14.8% $4.45
306 MPC MARATHON PETE CORP Energy 62.0 $10K 0.00% -7.0 -10.1% $162.65 +61.7%
307 WBD WARNER BROS DISCOVERY INC Communication Services 343.0 $10K 0.00% -25.0 -6.8% $28.82 -6.0%
308 RAMP LIVERAMP HLDGS INC Technology 336.0 $10K 0.00% -8.0 -2.3% $29.37 +28.3%
309 NKE NIKE INC Consumer Cyclical 154.0 $10K 0.00% -11.0 -6.7% $63.82 -33.5%
310 DTE DTE ENERGY CO Utilities 76.0 $10K 0.00% -84.0 -52.5% $128.99 +11.0%
311 BHF BRIGHTHOUSE FINL INC Financial Services 151.0 $10K 0.00% -15.0 -9.0% $64.79 -3.5%
312 BLK BLACKROCK INC Financial Services 9.0 $10K 0.00% -1.0 -10.0% $1070.44 -1.8%
313 SKYW SKYWEST INC Industrials 94.0 $9K 0.00% -1.0 -1.1% $100.41 -21.9%
314 DV DOUBLEVERIFY HLDGS INC Technology 824.0 $9K 0.00% -481.0 -36.9% $11.44 -17.3%
315 OVV OVINTIV INC Energy 237.0 $9K 0.00% -1K -85.6% $39.19 +55.4%
316 KNX KNIGHT-SWIFT TRANSN HLDGS IN Industrials 174.0 $9K 0.00% -2.0 -1.1% $52.28 +30.8%
317 NWL NEWELL BRANDS INC Consumer Defensive 2,413.0 $9K 0.00% -1K -32.6% $3.72 -4.6%
318 GMAB GENMAB A/S Healthcare 291.0 $9K 0.00% -2.0 -0.7% $30.80 -16.6%
319 BBIO BRIDGEBIO PHARMA INC Healthcare 116.0 $9K 0.00% -3.0 -2.5% $76.49 -10.8%
320 MTB M & T BK CORP Financial Services 44.0 $9K 0.00% -12.0 -21.4% $201.50 +2.5%
Page 16 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%