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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 25 of 48  ·  960 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 BAND BANDWIDTH INC Technology 198.0 $3K 0.00% -41.0 -17.1% $15.45 +278.8%
482 H HYATT HOTELS CORP Consumer Cyclical 19.0 $3K 0.00% -1.0 -5.0% $160.37 +9.4%
483 UPST UPSTART HLDGS INC Financial Services 69.0 $3K 0.00% -13.0 -15.8% $43.74 -34.1%
484 COMERICA INC 34.0 $3K 0.00% -2.0 -5.6% $87.79
485 MEI METHODE ELECTRS INC Technology 447.0 $3K 0.00% -24.0 -5.1% $6.64 +62.3%
486 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 9.0 $3K 0.00% -17.0 -65.4% $328.67 -22.7%
487 WRLD WORLD ACCEP CORPORATION Financial Services 21.0 $3K 0.00% -2.0 -8.7% $140.43 +10.9%
488 KGS KODIAK GAS SVCS INC Energy 78.0 $3K 0.00% -1.0 -1.3% $37.41 +93.5%
489 FLS FLOWSERVE CORP Industrials 42.0 $3K 0.00% -223.0 -84.2% $69.38 -0.9%
490 IOSP INNOSPEC INC Basic Materials 38.0 $3K 0.00% -39.0 -50.6% $76.55 +2.8%
491 DTM DT MIDSTREAM INC Energy 24.0 $3K 0.00% -3.0 -11.1% $119.71 +24.7%
492 FND FLOOR & DECOR HLDGS INC Consumer Cyclical 47.0 $3K 0.00% -140.0 -74.9% $60.89 -20.5%
493 MKC MCCORMICK & CO INC Consumer Defensive 42.0 $3K 0.00% -9.0 -17.6% $68.12 -31.1%
494 ACM AECOM Industrials 30.0 $3K 0.00% -32.0 -51.6% $95.10 -26.2%
495 MTRX MATRIX SVC CO Industrials 243.0 $3K 0.00% -22.0 -8.3% $11.70 +7.1%
496 LNT ALLIANT ENERGY CORP Utilities 43.0 $3K 0.00% -4.0 -8.5% $65.02 +12.7%
497 PLXS PLEXUS CORP Technology 19.0 $3K 0.00% -1.0 -5.0% $147.00 +75.8%
498 CHRD CHORD ENERGY CORPORATION Energy 30.0 $3K 0.00% -138.0 -82.1% $92.70 +54.1%
499 SFNC SIMMONS 1ST NATL CORP Financial Services 146.0 $3K 0.00% -312.0 -68.1% $18.86 +12.8%
500 RJF RAYMOND JAMES FINL INC Financial Services 17.0 $3K 0.00% -3.0 -15.0% $160.65 -5.3%
Page 25 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%