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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 103 of 128  ·  2,556 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2041 RMAX RE MAX HLDGS INC Real Estate 50.0 $380.0 -40.0 -44.4% $7.60 +25.5%
2042 TLK P T TELEKOMUNIKASI INDONESIA Communication Services 18.0 $379.0 -14.0 -43.8% $21.06 -17.2%
2043 PKOH PARK-OHIO HLDGS CORP Industrials 18.0 $377.0 -7.0 -28.0% $20.94 +42.7%
2044 ACADIAN ASSET MANAGEMENT INC 8.0 $376.0 -19.0 -70.4% $47.00
2045 URGN UROGEN PHARMA LTD Healthcare 16.0 $375.0 $23.44 +28.9%
2046 AQST AQUESTIVE THERAPEUTICS INC Healthcare 58.0 $375.0 $6.47 -34.6%
2047 CHEF CHEFS WHSE INC Consumer Defensive 6.0 $374.0 $62.33 +25.3%
2048 CRNX CRINETICS PHARMACEUTICALS IN Healthcare 8.0 $373.0 $46.62 -20.5%
2049 GCI LIBERTY INC 10.0 $373.0 +3.0 +42.9% $37.30
2050 UVE UNIVERSAL INS HLDGS INC Financial Services 11.0 $372.0 $33.82 +18.0%
2051 CVBF CVB FINL CORP Financial Services 20.0 $372.0 +18.0 +900.0% $18.60 +9.2%
2052 FIRST FNDTN INC 60.0 $370.0 $6.17
2053 GSHD GOOSEHEAD INS INC Financial Services 5.0 $369.0 NEW $73.80 -42.4%
2054 IVT INVENTRUST PPTYS CORP Real Estate 13.0 $367.0 NEW $28.23 +16.1%
2055 BROOKFIELD ASSET MANAGMT LTD 7.0 $367.0 +4.0 +133.3% $52.43
2056 CNMD CONMED CORP Healthcare 9.0 $366.0 +3.0 +50.0% $40.67 -9.0%
2057 DNA GINKGO BIOWORKS HOLDINGS INC Healthcare 44.0 $366.0 $8.32 -2.9%
2058 FEDERATED HERMES INC 7.0 $365.0 +4.0 +133.3% $52.14
2059 KOD KODIAK SCIENCES INC Healthcare 13.0 $364.0 $28.00 +33.6%
2060 WSR WHITESTONE REIT Real Estate 26.0 $362.0 -16.0 -38.1% $13.92 +36.3%
Page 103 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%