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Portfolio (Quarterly) Guide ↗

True Wealth Design, LLC

· CIK 0001966033
13F Portfolio $327M AUM Filed Oct 21, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 2712 New
Page 11 of 136  ·  2,712 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 OEF ISHARES TR 250.0 $83K 0.03% NEW $332.84 +11.3%
202 TXRH TEXAS ROADHOUSE INC Consumer Cyclical 498.0 $83K 0.03% NEW $166.15 +7.3%
203 TEAM ATLASSIAN CORPORATION Technology 513.0 $82K 0.03% NEW $159.70 -46.0%
204 ARW ARROW ELECTRS INC Technology 674.0 $82K 0.03% NEW $121.00 +75.9%
205 WAB WABTEC Industrials 404.0 $81K 0.03% NEW $200.47 +29.3%
206 DAL DELTA AIR LINES INC DEL Industrials 1,426.0 $81K 0.03% NEW $56.74 +33.3%
207 CVS CVS HEALTH CORP Healthcare 1,071.0 $81K 0.03% NEW $75.42 +23.7%
208 GILD GILEAD SCIENCES INC Healthcare 727.0 $81K 0.03% NEW $111.07 +17.5%
209 SYF SYNCHRONY FINANCIAL Financial Services 1,132.0 $80K 0.03% NEW $71.07 +1.4%
210 PSTG PURE STORAGE INC Technology 957.0 $80K 0.03% NEW $83.81 -0.0%
211 RGLD ROYAL GOLD INC Basic Materials 399.0 $80K 0.02% NEW $200.58 +11.2%
212 BK BANK NEW YORK MELLON CORP Financial Services 733.0 $80K 0.02% NEW $108.96 +27.6%
213 DUOL DUOLINGO INC Technology 247.0 $79K 0.02% NEW $321.84 -67.2%
214 MSCI MSCI INC Financial Services 140.0 $79K 0.02% NEW $567.37 +2.6%
215 PNR PENTAIR PLC Industrials 713.0 $79K 0.02% NEW $110.76 -33.0%
216 CSCO CISCO SYS INC Technology 1,152.0 $79K 0.02% NEW $68.40 +72.8%
217 ES EVERSOURCE ENERGY Utilities 1,106.0 $79K 0.02% NEW $71.13 -2.1%
218 XEL XCEL ENERGY INC Utilities 965.0 $78K 0.02% NEW $80.61 -0.9%
219 BAC BANK AMERICA CORP Financial Services 1,506.0 $78K 0.02% NEW $51.61 -0.2%
220 OTIS OTIS WORLDWIDE CORP Industrials 850.0 $78K 0.02% NEW $91.43 -21.7%
Page 11 of 136  ·  2,712 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 26.5%
Industrials 16.2%
Financial Services 12.4%
Consumer Cyclical 11.9%
Healthcare 10.7%
Consumer Defensive 5.2%
Communication Services 5.1%
Real Estate 3.3%
Basic Materials 3.3%
Energy 3.3%