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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 20 of 48  ·  960 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 FNV FRANCO NEV CORP Basic Materials 26.0 $5K 0.00% -1.0 -3.7% $207.31 +8.9%
382 VST VISTRA CORP Utilities 33.0 $5K 0.00% -7.0 -17.5% $161.33 -7.6%
383 SSP SCRIPPS E W CO OHIO Communication Services 1,333.0 $5K 0.00% -55.0 -4.0% $3.99 -12.5%
384 YORW YORK WTR CO Utilities 167.0 $5K 0.00% -18.0 -9.7% $31.84 -6.4%
385 ENTERGY CORP NEW 56.0 $5K 0.00% -3.0 -5.1% $92.45
386 CANADIAN PACIFIC KANSAS CITY 70.0 $5K 0.00% -25.0 -26.3% $73.64
387 STRA STRATEGIC ED INC Consumer Defensive 63.0 $5K 0.00% -6.0 -8.7% $80.21 -1.7%
388 EOG EOG RES INC Energy 48.0 $5K 0.00% -7.0 -12.7% $105.02 +33.3%
389 LPRO OPEN LENDING CORP Financial Services 3,250.0 $5K 0.00% -479.0 -12.8% $1.55 +25.1%
390 WBS WEBSTER FINL CORP Financial Services 80.0 $5K 0.00% -190.0 -70.4% $62.95 +15.3%
391 TRMK TRUSTMARK CORP Financial Services 129.0 $5K 0.00% -1.0 -0.8% $38.95 +14.1%
392 SIX FLAGS ENTERTAINMENT CORP 326.0 $5K 0.00% -170.0 -34.3% $15.34
393 SAFT SAFETY INS GROUP INC Financial Services 64.0 $5K 0.00% -2.0 -3.0% $77.92 -6.0%
394 CLF CLEVELAND-CLIFFS INC NEW Basic Materials 372.0 $5K 0.00% -9.0 -2.4% $13.28 -19.5%
395 GCO GENESCO INC Consumer Cyclical 199.0 $5K 0.00% -8.0 -3.9% $24.77 +44.1%
396 HALO HALOZYME THERAPEUTICS INC Healthcare 72.0 $5K 0.00% -58.0 -44.6% $67.31 +1.8%
397 TTMI TTM TECHNOLOGIES INC Technology 70.0 $5K 0.00% -2.0 -2.8% $69.00 +153.0%
398 HEICO CORP NEW 19.0 $5K 0.00% -2.0 -9.5% $252.47
399 APLS APELLIS PHARMACEUTICALS INC Healthcare 189.0 $5K 0.00% -757.0 -80.0% $25.12 +63.3%
400 AFRM AFFIRM HLDGS INC Technology 64.0 $5K 0.00% -203.0 -76.0% $74.02 -9.2%
Page 20 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%