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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 116 of 136  ·  2,712 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2301 SABR SABRE CORP Consumer Cyclical 112.0 $205.0 NEW $1.83 -13.7%
2302 AISP AIRSHIP AI HLDGS INC Technology 39.0 $202.0 NEW $5.18 -54.8%
2303 KRG KITE RLTY GROUP TR Real Estate 9.0 $201.0 NEW $22.33 +20.3%
2304 MPB MID PENN BANCORP INC Financial Services 7.0 $201.0 NEW $28.71 +13.7%
2305 RXO RXO INC Industrials 13.0 $200.0 NEW $15.38 +55.0%
2306 STHO STAR HLDGS Real Estate 24.0 $198.0 NEW $8.25 +3.6%
2307 UNTY UNITY BANCORP INC Financial Services 4.0 $196.0 NEW $49.00 +11.0%
2308 PAYS PAYSIGN INC Technology 31.0 $195.0 NEW $6.29 +0.8%
2309 BMRC BANK MARIN BANCORP Financial Services 8.0 $195.0 NEW $24.38 +7.7%
2310 BANKFINANCIAL CORP 16.0 $193.0 NEW $12.06
2311 MTW MANITOWOC CO INC Industrials 19.0 $191.0 NEW $10.05 +16.3%
2312 BGC BGC GROUP INC Financial Services 20.0 $190.0 NEW $9.50 +17.2%
2313 CWH CAMPING WORLD HLDGS INC Consumer Cyclical 12.0 $190.0 NEW $15.83 -53.4%
2314 CYH COMMUNITY HEALTH SYS INC NEW Healthcare 59.0 $190.0 NEW $3.22 -14.0%
2315 CLEARWAY ENERGY INC 7.0 $189.0 NEW $27.00
2316 SHLS SHOALS TECHNOLOGIES GROUP IN Energy 25.0 $186.0 NEW $7.44 +30.1%
2317 BSVN BANK7 CORP Financial Services 4.0 $186.0 NEW $46.50 -7.0%
2318 MYFW FIRST WESTN FINL INC Financial Services 8.0 $185.0 NEW $23.12 +22.6%
2319 LTC LTC PPTYS INC Real Estate 5.0 $185.0 NEW $37.00 +4.4%
2320 MNTK MONTAUK RENEWABLES INC Utilities 92.0 $185.0 NEW $2.01 -23.9%
Page 116 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%