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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 104 of 128  ·  2,556 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2061 LIBERTY MEDIA CORP DEL 4.0 $358.0 -5.0 -55.6% $89.50
2062 MNSO MINISO GROUP HLDG LTD Consumer Cyclical 19.0 $357.0 +14.0 +280.0% $18.79 -26.9%
2063 WTBA WEST BANCORPORATION INC Financial Services 16.0 $356.0 -3.0 -15.8% $22.25 +6.2%
2064 DAKT DAKTRONICS INC Technology 18.0 $356.0 +1.0 +5.9% $19.78 -0.2%
2065 FCCO FIRST CMNTY CORP S C Financial Services 12.0 $356.0 -2.0 -14.3% $29.67 +2.6%
2066 GEO GEO GROUP INC NEW Industrials 22.0 $355.0 +6.0 +37.5% $16.14 +43.2%
2067 AAP ADVANCE AUTO PARTS INC Consumer Cyclical 9.0 $354.0 -2.0 -18.2% $39.33 +49.0%
2068 INFINITY NAT RES INC 24.0 $354.0 -117.0 -83.0% $14.75
2069 AMBP ARDAGH METAL PACKAGING S A Consumer Cyclical 86.0 $353.0 -88.0 -50.6% $4.10 -0.8%
2070 BCML BAYCOM CORP Financial Services 12.0 $353.0 $29.42 +6.0%
2071 GNL GLOBAL NET LEASE INC Real Estate 41.0 $353.0 NEW $8.61 +8.9%
2072 OSG OCTAVE SPECIALTY GROUP INC Financial Services 45.0 $351.0 -6.0 -11.8% $7.80 -26.4%
2073 FIRST SVGS FINL GROUP INC 11.0 $351.0 -1.0 -8.3% $31.91
2074 FWRD FORWARD AIR CORP Industrials 14.0 $350.0 $25.00 -66.6%
2075 GDS GDS HLDGS LTD Technology 10.0 $349.0 NEW $34.90 +0.7%
2076 NMRK NEWMARK GROUP INC Real Estate 20.0 $347.0 -4.0 -16.7% $17.35 -16.3%
2077 SLDP SOLID POWER INC Industrials 81.0 $345.0 $4.26 -35.0%
2078 BDN BRANDYWINE RLTY TR Real Estate 118.0 $345.0 +87.0 +280.6% $2.92 +1.9%
2079 CCB COASTAL FINL CORP WA Financial Services 3.0 $344.0 $114.67 -38.7%
2080 GAMB GAMBLING COM GROUP LIMITED Consumer Cyclical 63.0 $344.0 NEW $5.46 -54.8%
Page 104 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%