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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 43 of 48  ·  960 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
841 TGLS TECNOGLASS INC Basic Materials 3.0 $151.0 -1.0 -25.0% $50.33 -18.8%
842 GOHEALTH INC 70.0 $151.0 -13.0 -15.7% $2.16
843 CIGI COLLIERS INTL GROUP INC Real Estate 1.0 $148.0 -1.0 -50.0% $148.00 -35.0%
844 MRCY MERCURY SYS INC Industrials 2.0 $147.0 -1.0 -33.3% $73.50 +31.1%
845 PD PAGERDUTY INC Technology 11.0 $145.0 -175.0 -94.1% $13.18 -46.5%
846 IIPR INNOVATIVE INDL PPTYS INC Real Estate 3.0 $143.0 -29.0 -90.6% $47.67 +18.3%
847 EVCM EVERCOMMERCE INC Technology 11.0 $134.0 -4.0 -26.7% $12.18 -14.2%
848 BANKFINANCIAL CORP 11.0 $132.0 -5.0 -31.2% $12.00
849 OSCR OSCAR HEALTH INC Healthcare 9.0 $130.0 -2.0 -18.2% $14.44 +53.3%
850 DLB DOLBY LABORATORIES INC Technology 2.0 $129.0 -294.0 -99.3% $64.50 -16.2%
851 SE SEA LTD Consumer Cyclical 1.0 $128.0 -30.0 -96.8% $128.00 -31.8%
852 ATLANTA BRAVES HLDGS INC 3.0 $128.0 -1.0 -25.0% $42.67
853 BSVN BANK7 CORP Financial Services 3.0 $123.0 -1.0 -25.0% $41.00 +5.5%
854 ASIX ADVANSIX INC Basic Materials 7.0 $122.0 -25.0 -78.1% $17.43 +25.3%
855 NXRT NEXPOINT RESIDENTIAL TR INC Real Estate 4.0 $121.0 -24.0 -85.7% $30.25 -2.4%
856 AFCG ADVANCED FLOWER CAP INC Real Estate 41.0 $117.0 -66.0 -61.7% $2.85 +21.9%
857 EVTC EVERTEC INC Technology 4.0 $117.0 -47.0 -92.2% $29.25 -15.7%
858 FF FUTUREFUEL CORP Basic Materials 36.0 $115.0 -46.0 -56.1% $3.19 +27.7%
859 RUSHB RUSH ENTERPRISES INC Consumer Cyclical 2.0 $113.0 -5.0 -71.4% $56.50 +16.0%
860 GCBC GREENE CNTY BANCORP INC Financial Services 5.0 $112.0 -3.0 -37.5% $22.40 +11.6%
Page 43 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%