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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 114 of 128  ·  2,556 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2261 MEC MAYVILLE ENGR CO INC Industrials 9.0 $169.0 -2.0 -18.2% $18.78 +23.7%
2262 TSHA TAYSHA GENE THERAPIES INC Healthcare 30.0 $165.0 $5.50 +0.8%
2263 PDLB PONCE FINANCIAL GROUP INC Financial Services 10.0 $164.0 +1.0 +11.1% $16.40 +12.4%
2264 RGR STURM RUGER & CO INC Industrials 5.0 $164.0 -24.0 -82.8% $32.80 +18.9%
2265 UNIT UNITI GROUP LLC Real Estate 23.0 $162.0 NEW $7.04 +54.6%
2266 RAMACO RES INC 9.0 $162.0 $18.00
2267 PAYS PAYSIGN INC Technology 31.0 $160.0 $5.16 +23.7%
2268 VOYG VOYAGER TECHNOLOGIES INC Industrials 6.0 $157.0 NEW $26.17 +50.8%
2269 SLDE SLIDE INS HLDGS INC Financial Services 8.0 $156.0 NEW $19.50 -4.8%
2270 GENI GENIUS SPORTS LIMITED Communication Services 14.0 $155.0 NEW $11.07 -55.3%
2271 ALTI ALTI GLOBAL INC Financial Services 33.0 $154.0 -13.0 -28.3% $4.67 -23.7%
2272 BELFA BEL FUSE INC Technology 1.0 $152.0 $152.00 +51.7%
2273 AESI ATLAS ENERGY SOLUTIONS INC Energy 16.0 $151.0 +8.0 +100.0% $9.44 +106.1%
2274 OVLY OAK VY BANCORP OAKDALE CALIF Financial Services 5.0 $151.0 -1.0 -16.7% $30.20 +10.8%
2275 TGLS TECNOGLASS INC Basic Materials 3.0 $151.0 -1.0 -25.0% $50.33 -20.3%
2276 GOHEALTH INC 70.0 $151.0 -13.0 -15.7% $2.16
2277 CIGI COLLIERS INTL GROUP INC Real Estate 1.0 $148.0 -1.0 -50.0% $148.00 -36.8%
2278 PMTS CPI CARD GROUP INC Financial Services 10.0 $147.0 NEW $14.70 +6.5%
2279 MRCY MERCURY SYS INC Industrials 2.0 $147.0 -1.0 -33.3% $73.50 +28.8%
2280 PD PAGERDUTY INC Technology 11.0 $145.0 -175.0 -94.1% $13.18 -47.9%
Page 114 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%