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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 100 of 128  ·  2,556 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1981 FLNG FLEX LNG LTD Energy 18.0 $450.0 $25.00 +29.5%
1982 ALLO ALLOGENE THERAPEUTICS INC Healthcare 328.0 $450.0 +112.0 +51.9% $1.37 +42.9%
1983 RXST RXSIGHT INC Healthcare 43.0 $449.0 NEW $10.44 -41.0%
1984 SUPN SUPERNUS PHARMACEUTICALS INC Healthcare 9.0 $448.0 $49.78 -2.2%
1985 WKC WORLD KINECT CORPORATION Energy 19.0 $446.0 -47.0 -71.2% $23.47 +23.9%
1986 GRUPO CIBEST SA 7.0 $446.0 $63.71
1987 OXM OXFORD INDS INC Consumer Cyclical 13.0 $445.0 NEW $34.23 +14.0%
1988 CIVB CIVISTA BANCSHARES INC Financial Services 20.0 $445.0 +4.0 +25.0% $22.25 +15.3%
1989 DIOD DIODES INC Technology 9.0 $445.0 -3.0 -25.0% $49.44 +94.8%
1990 GOLD GOLD COM INC Financial Services 13.0 $443.0 $34.08 +22.6%
1991 BL BLACKLINE INC Technology 8.0 $443.0 $55.38 -47.7%
1992 TK TEEKAY CORPORATION LTD Energy 49.0 $443.0 +8.0 +19.5% $9.04 +56.5%
1993 EQR EQUITY RESIDENTIAL Real Estate 7.0 $442.0 -204.0 -96.7% $63.14 +4.1%
1994 PFIS PEOPLES FINL SVCS CORP Financial Services 9.0 $439.0 -4.0 -30.8% $48.78 +20.3%
1995 RPAY REPAY HLDGS CORP Technology 120.0 $438.0 -1K -92.6% $3.65 -9.3%
1996 OMAB GRUPO AEROPORTUARIO DEL CENT Industrials 4.0 $436.0 $109.00 -4.0%
1997 SATS ECHOSTAR CORP Technology 4.0 $435.0 NEW $108.75 +30.4%
1998 TH TARGET HOSPITALITY CORP Industrials 54.0 $433.0 -1.0 -1.8% $8.02 +127.7%
1999 SKIN THE BEAUTY HEALTH COMPANY Consumer Defensive 309.0 $430.0 +108.0 +53.7% $1.39 -51.3%
2000 FSBC FIVE STAR BANCORP Financial Services 12.0 $430.0 -2.0 -14.3% $35.83 +17.2%
Page 100 of 128  ·  2,556 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%