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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 115 of 128  ·  2,556 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2281 DSP VIANT TECHNOLOGY INC Technology 12.0 $145.0 +4.0 +50.0% $12.08 -9.0%
2282 IIPR INNOVATIVE INDL PPTYS INC Real Estate 3.0 $143.0 -29.0 -90.6% $47.67 +18.3%
2283 SEG SEAPORT ENTMT GROUP INC Real Estate 7.0 $139.0 +1.0 +16.7% $19.86 +20.6%
2284 MIDDLEFIELD BANC CORP 4.0 $139.0 $34.75
2285 SOUTH BOW CORP 5.0 $138.0 $27.60
2286 KLTR KALTURA INC Technology 84.0 $138.0 +59.0 +236.0% $1.64 -8.7%
2287 LOCO EL POLLO LOCO HLDGS INC Consumer Cyclical 13.0 $136.0 +10.0 +333.3% $10.46 +35.2%
2288 OMCL OMNICELL COM Healthcare 3.0 $136.0 NEW $45.33 -3.5%
2289 IONQ IONQ INC Technology 3.0 $135.0 NEW $45.00 +30.9%
2290 EVCM EVERCOMMERCE INC Technology 11.0 $134.0 -4.0 -26.7% $12.18 -14.2%
2291 RIG TRANSOCEAN LTD Energy 32.0 $133.0 $4.16 +76.6%
2292 BANKFINANCIAL CORP 11.0 $132.0 -5.0 -31.2% $12.00
2293 OSCR OSCAR HEALTH INC Healthcare 9.0 $130.0 -2.0 -18.2% $14.44 +53.3%
2294 STXS STEREOTAXIS INC Healthcare 56.0 $129.0 $2.30 -19.7%
2295 DLB DOLBY LABORATORIES INC Technology 2.0 $129.0 -294.0 -99.3% $64.50 -16.2%
2296 SE SEA LTD Consumer Cyclical 1.0 $128.0 -30.0 -96.8% $128.00 -31.8%
2297 ATLANTA BRAVES HLDGS INC 3.0 $128.0 -1.0 -25.0% $42.67
2298 BFS SAUL CTRS INC Real Estate 4.0 $127.0 +2.0 +100.0% $31.75 +8.5%
2299 STOK STOKE THERAPEUTICS INC Healthcare 4.0 $127.0 $31.75 -4.6%
2300 EGAN EGAIN CORP Technology 12.0 $124.0 $10.33 -33.4%
Page 115 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%