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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 109 of 128  ·  2,556 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2161 HBT HBT FINL INC. Financial Services 10.0 $259.0 -2.0 -16.7% $25.90 +10.0%
2162 MAC MACERICH CO Real Estate 14.0 $259.0 $18.50 +20.9%
2163 OPTU OPTIMUM COMMUNICATIONS INC Communication Services 156.0 $258.0 -913.0 -85.4% $1.65 -56.8%
2164 DYN DYNE THERAPEUTICS INC Healthcare 13.0 $255.0 $19.62 -11.4%
2165 PNTG PENNANT GROUP INC Healthcare 9.0 $254.0 +4.0 +80.0% $28.22 +25.1%
2166 TIMB TIM S A Communication Services 13.0 $253.0 -18.0 -58.1% $19.46 +15.8%
2167 OPFI OPPFI INC Technology 24.0 $252.0 $10.50 -21.4%
2168 ETD ETHAN ALLEN INTERIORS INC Consumer Cyclical 11.0 $252.0 -11.0 -50.0% $22.91 -13.9%
2169 FFBC FIRST FINL BANCORP OH Financial Services 10.0 $251.0 -1.0 -9.1% $25.10 +22.2%
2170 PKBK PARKE BANCORP INC Financial Services 10.0 $251.0 -1.0 -9.1% $25.10 +22.2%
2171 HL HECLA MNG CO Basic Materials 13.0 $250.0 -13.0 -50.0% $19.23 -10.0%
2172 FSBW FS BANCORP INC Financial Services 6.0 $248.0 -1.0 -14.3% $41.33 -0.3%
2173 LNKB LINKBANCORP INC Financial Services 30.0 $248.0 +10.0 +50.0% $8.27 +5.1%
2174 DORM DORMAN PRODS INC Consumer Cyclical 2.0 $247.0 -1.0 -33.3% $123.50 -3.9%
2175 MRBK MERIDIAN CORPORATION Financial Services 14.0 $247.0 -5.0 -26.3% $17.64 -0.9%
2176 MCFT MASTERCRAFT BOAT HLDGS INC Consumer Cyclical 13.0 $246.0 $18.92 +23.1%
2177 JBLU JETBLUE AWYS CORP Industrials 54.0 $246.0 -5.0 -8.5% $4.56 +10.0%
2178 FRHC FREEDOM HLDG CORP NEV Financial Services 2.0 $244.0 $122.00 +20.5%
2179 DAWN DAY ONE BIOPHARMACEUTICALS I Healthcare 26.0 $243.0 NEW $9.35 +130.4%
2180 MYFW FIRST WESTN FINL INC Financial Services 9.0 $242.0 +1.0 +12.5% $26.89 +5.4%
Page 109 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%