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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 119 of 128  ·  2,556 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2361 METALLUS INC 5.0 $86.0 NEW $17.20
2362 RGCO RGC RES INC Utilities 4.0 $86.0 $21.50 +6.4%
2363 SWKH SWK HLDGS CORP Financial Services 5.0 $86.0 +1.0 +25.0% $17.20 -7.6%
2364 MAPS WM TECHNOLOGY INC Technology 102.0 $85.0 -129.0 -55.8% $0.83 -55.1%
2365 OMEX ODYSSEY MARINE EXPL INC Industrials 42.0 $83.0 NEW $1.98 -43.8%
2366 OLP ONE LIBERTY PPTYS INC Real Estate 4.0 $82.0 NEW $20.50 +12.0%
2367 STARZ ENTERTAINMENT CORP. 7.0 $82.0 NEW $11.71
2368 BZH BEAZER HOMES USA INC Consumer Cyclical 4.0 $82.0 -2.0 -33.3% $20.50 +9.3%
2369 AVBP ARRIVENT BIOPHARMA INC Healthcare 4.0 $81.0 NEW $20.25 +33.9%
2370 BLMN BLOOMIN BRANDS INC Consumer Cyclical 13.0 $81.0 NEW $6.23 +20.3%
2371 MCBS METROCITY BANKSHARES INC Financial Services 3.0 $80.0 -2.0 -40.0% $26.67 +21.2%
2372 XOMA XOMA ROYALTY CORPORATION Healthcare 3.0 $80.0 $26.67 +56.7%
2373 DISC MEDICINE INC 1.0 $80.0 $80.00
2374 SWBI SMITH & WESSON BRANDS INC Industrials 8.0 $79.0 $9.88 +52.4%
2375 ALTG ALTA EQUIPMENT GROUP INC Industrials 17.0 $79.0 $4.65 +10.8%
2376 EML EASTERN CO Industrials 4.0 $79.0 +1.0 +33.3% $19.75 +5.3%
2377 CODI COMPASS DIVERSIFIED Industrials 16.0 $77.0 -1K -98.7% $4.81 +144.6%
2378 SMRT SMARTRENT INC Technology 38.0 $77.0 -57.0 -60.0% $2.03 -39.5%
2379 BLUE FOUNDRY BANCORP 6.0 $75.0 -67.0 -91.8% $12.50
2380 GREIF INC 1.0 $75.0 $75.00
Page 119 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%