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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 113 of 128  ·  2,556 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2241 LZB LA Z BOY INC Consumer Cyclical 5.0 $187.0 -4.0 -44.4% $37.40 -1.7%
2242 TDUP THREDUP INC Consumer Cyclical 29.0 $186.0 $6.41 -33.1%
2243 BROWN FORMAN CORP 7.0 $185.0 -33.0 -82.5% $26.43
2244 CTGO CONTANGO ORE INC Basic Materials 7.0 $185.0 $26.43 -19.0%
2245 KTB KONTOOR BRANDS INC Consumer Cyclical 3.0 $184.0 -1.0 -25.0% $61.33 +13.1%
2246 LFST LIFESTANCE HEALTH GROUP INC Healthcare 26.0 $184.0 -492.0 -95.0% $7.08 +5.4%
2247 FULC FULCRUM THERAPEUTICS INC Healthcare 16.0 $181.0 $11.31 -41.7%
2248 JJSF J & J SNACK FOODS CORP Consumer Defensive 2.0 $181.0 -13.0 -86.7% $90.50 -18.5%
2249 LCNB LCNB CORP Financial Services 11.0 $181.0 +1.0 +10.0% $16.45 -0.5%
2250 CZWI CITIZENS CMNTY BANCORP INC M Financial Services 10.0 $179.0 -1.0 -9.1% $17.90 +14.0%
2251 MASS 908 DEVICES INC Healthcare 34.0 $179.0 -10.0 -22.7% $5.26 +35.2%
2252 RPC P10 INC Financial Services 18.0 $177.0 NEW $9.83 -17.1%
2253 CF BANKSHARES INC 7.0 $175.0 $25.00
2254 EZPW EZCORP INC Financial Services 9.0 $175.0 $19.44 +72.0%
2255 HUDSON PAC PPTYS INC 16.0 $174.0 NEW $10.88
2256 NATR NATURES SUNSHINE PRODS INC Consumer Defensive 8.0 $173.0 -9.0 -52.9% $21.62 +1.1%
2257 CENTRAIS ELET BRAS SA 20.0 $173.0 NEW $8.65
2258 OPRX OPTIMIZERX CORP Healthcare 14.0 $172.0 $12.29 -59.8%
2259 LGIH LGI HOMES INC Consumer Cyclical 4.0 $172.0 -11.0 -73.3% $43.00 +7.5%
2260 MTDR MATADOR RES CO Energy 4.0 $170.0 -191.0 -98.0% $42.50 +32.0%
Page 113 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%