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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 123 of 128  ·  2,556 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2441 SMID SMITH MIDLAND CORP Basic Materials 1.0 $37.0 $37.00 -18.2%
2442 PAMT CORP 3.0 $37.0 $12.33
2443 XRX XEROX HOLDINGS CORP Technology 15.0 $36.0 NEW $2.40 +7.1%
2444 DIBS 1STDIBS COM INC Consumer Cyclical 6.0 $36.0 -43.0 -87.8% $6.00 -23.5%
2445 MITT TPG MTG INVTS TR INC Real Estate 4.0 $35.0 -16.0 -80.0% $8.75 -15.0%
2446 CLW CLEARWATER PAPER CORP Basic Materials 2.0 $35.0 -10.0 -83.3% $17.50 -22.9%
2447 JYNT JOINT CORP Healthcare 4.0 $35.0 -31.0 -88.6% $8.75 +0.0%
2448 PRINCETON BANCORP INC 1.0 $35.0 -4.0 -80.0% $35.00
2449 MYO MYOMO INC Healthcare 37.0 $34.0 NEW $0.92 -0.4%
2450 NKSH NATIONAL BANKSHARES INC VA Financial Services 1.0 $34.0 -1.0 -50.0% $34.00 +3.4%
2451 RWT REDWOOD TRUST INC Real Estate 6.0 $34.0 -248.0 -97.6% $5.67 -7.5%
2452 AIRS AIRSCULPT TECHNOLOGIES INC Healthcare 17.0 $34.0 $2.00 +154.5%
2453 JAKK JAKKS PAC INC Consumer Cyclical 2.0 $34.0 -5.0 -71.4% $17.00 +25.2%
2454 ASCENT INDUSTRIES CO 2.0 $33.0 NEW $16.50
2455 PCYO PURE CYCLE CORP Utilities 3.0 $33.0 $11.00 -7.6%
2456 WEST WESTROCK COFFEE CO Consumer Defensive 8.0 $33.0 -22.0 -73.3% $4.12 +95.6%
2457 OPENDOOR TECHNOLOGIES INC 36.0 $33.0 NEW $0.92
2458 NPWR NET POWER INC Industrials 14.0 $32.0 NEW $2.29 -20.4%
2459 INNV INNOVAGE HLDG CORP Healthcare 6.0 $32.0 +1.0 +20.0% $5.33 +35.2%
2460 ARCT ARCTURUS THERAPEUTICS HLDGS Healthcare 5.0 $31.0 NEW $6.20 +10.0%
Page 123 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%