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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 108 of 128  ·  2,556 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2141 MPB MID PENN BANCORP INC Financial Services 9.0 $280.0 +2.0 +28.6% $31.11 +4.9%
2142 VABK VIRGINIA NATL BANKSHARES COR Financial Services 7.0 $279.0 $39.86 +7.1%
2143 KE KIMBALL ELECTRONICS INC Industrials 10.0 $279.0 $27.90 -13.2%
2144 COLL COLLEGIUM PHARMACEUTICAL INC Healthcare 6.0 $278.0 NEW $46.33 -25.7%
2145 FATE FATE THERAPEUTICS INC Healthcare 280.0 $276.0 -165.0 -37.1% $0.99 +113.0%
2146 CENX CENTURY ALUM CO Basic Materials 7.0 $275.0 $39.29 +53.9%
2147 SPFI SOUTH PLAINS FINANCIAL INC Financial Services 7.0 $272.0 NEW $38.86 +3.2%
2148 MKTW MARKETWISE INC Technology 18.0 $271.0 -7.0 -28.0% $15.06 +17.4%
2149 ENCORE ENERGY CORP 109.0 $271.0 $2.49
2150 OCFC OCEANFIRST FINL CORP Financial Services 15.0 $270.0 +5.0 +50.0% $18.00 +4.4%
2151 XRN GLOBAL MED REIT INC Financial Services 8.0 $270.0 NEW $33.75 +7.4%
2152 CTLP CANTALOUPE INC Technology 25.0 $266.0 $10.64 +5.3%
2153 KT KT CORP Communication Services 14.0 $266.0 $19.00 -2.1%
2154 PRA PROASSURANCE CORP Financial Services 11.0 $266.0 $24.18 +1.7%
2155 BWMN BOWMAN CONSULTING GROUP LTD Industrials 8.0 $265.0 $33.12 -6.2%
2156 CZNC CITIZENS & NORTHN CORP Financial Services 13.0 $263.0 -2.0 -13.3% $20.23 +4.7%
2157 CLFD CLEARFIELD INC Technology 9.0 $263.0 -8.0 -47.1% $29.22 +46.4%
2158 TRUP TRUPANION INC Financial Services 7.0 $262.0 $37.43 -41.5%
2159 TCMD TACTILE SYS TECHNOLOGY INC Healthcare 9.0 $261.0 +7.0 +350.0% $29.00 -14.3%
2160 INSTALLED BLDG PRODS INC 1.0 $260.0 -1.0 -50.0% $260.00
Page 108 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%