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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 39 of 48  ·  960 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 LIBERTY MEDIA CORP DEL 4.0 $358.0 -5.0 -55.6% $89.50
762 FCCO FIRST CMNTY CORP S C Financial Services 12.0 $356.0 -2.0 -14.3% $29.67 +2.6%
763 WTBA WEST BANCORPORATION INC Financial Services 16.0 $356.0 -3.0 -15.8% $22.25 +6.2%
764 AAP ADVANCE AUTO PARTS INC Consumer Cyclical 9.0 $354.0 -2.0 -18.2% $39.33 +49.0%
765 INFINITY NAT RES INC 24.0 $354.0 -117.0 -83.0% $14.75
766 AMBP ARDAGH METAL PACKAGING S A Consumer Cyclical 86.0 $353.0 -88.0 -50.6% $4.10 -0.8%
767 OSG OCTAVE SPECIALTY GROUP INC Financial Services 45.0 $351.0 -6.0 -11.8% $7.80 -26.4%
768 FIRST SVGS FINL GROUP INC 11.0 $351.0 -1.0 -8.3% $31.91
769 NMRK NEWMARK GROUP INC Real Estate 20.0 $347.0 -4.0 -16.7% $17.35 -16.3%
770 ALG ALAMO GROUP INC Industrials 2.0 $336.0 -27.0 -93.1% $168.00 -10.8%
771 PAYSAFE LIMITED 41.0 $332.0 -290.0 -87.6% $8.10
772 CNNE CANNAE HLDGS INC Consumer Cyclical 21.0 $331.0 -2.0 -8.7% $15.76 -14.1%
773 ALEXANDER & BALDWIN INC NEW 16.0 $331.0 -19.0 -54.3% $20.69
774 OOMA OOMA INC Communication Services 28.0 $329.0 -51.0 -64.6% $11.75 +60.6%
775 INGN INOGEN INC Healthcare 48.0 $323.0 -2.0 -4.0% $6.73 -4.7%
776 MED MEDIFAST INC Consumer Cyclical 30.0 $321.0 -130.0 -81.2% $10.70 +18.0%
777 CALX CALIX INC Technology 6.0 $318.0 -1.0 -14.3% $53.00 -27.5%
778 LIFEZONE METALS LIMITED 74.0 $316.0 -87.0 -54.0% $4.27
779 OLN OLIN CORP Basic Materials 15.0 $313.0 -237.0 -94.0% $20.87 +24.7%
780 FSV FIRSTSERVICE CORP NEW Real Estate 2.0 $312.0 -14.0 -87.5% $156.00 -14.7%
Page 39 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%