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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 126 of 128  ·  2,556 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2501 CLNE CLEAN ENERGY FUELS CORP Energy 7.0 $15.0 NEW $2.14 -7.1%
2502 LIND LINDBLAD EXPEDITIONS HLDGS I Consumer Cyclical 1.0 $15.0 -27.0 -96.4% $15.00 +25.9%
2503 CLAR CLARUS CORP NEW Consumer Cyclical 4.0 $14.0 -10.0 -71.4% $3.50 -16.3%
2504 IMMR IMMERSION CORP Technology 2.0 $14.0 -36.0 -94.7% $7.00 -12.6%
2505 JILL J JILL INC Consumer Cyclical 1.0 $14.0 NEW $14.00 -13.9%
2506 KRO KRONOS WORLDWIDE INC Basic Materials 3.0 $14.0 -10.0 -76.9% $4.67 +44.5%
2507 NEON NEONODE INC Technology 8.0 $14.0 NEW $1.75 +3.4%
2508 REFI CHICAGO ATLANTIC REAL ESTATE Real Estate 1.0 $13.0 -15.0 -93.8% $13.00 -12.5%
2509 CXDO CREXENDO INC Communication Services 2.0 $13.0 NEW $6.50 +44.3%
2510 LMNR LIMONEIRA CO Consumer Defensive 1.0 $13.0 -9.0 -90.0% $13.00 -1.3%
2511 OABI OMNIAB INC Healthcare 6.0 $12.0 NEW $2.00 +28.2%
2512 FLWS 1 800 FLOWERS COM INC Consumer Cyclical 3.0 $12.0 -25.0 -89.3% $4.00 -1.7%
2513 TRUECAR INC 5.0 $12.0 -2.0 -28.6% $2.40
2514 AVXL ANAVEX LIFE SCIENCES CORP Healthcare 3.0 $11.0 NEW $3.67 -25.7%
2515 TRDA ENTRADA THERAPEUTICS INC Healthcare 1.0 $11.0 $11.00 -45.1%
2516 EPM EVOLUTION PETE CORP Energy 3.0 $11.0 $3.67 +26.1%
2517 PNBK PATRIOT NATL BANCORP INC Financial Services 6.0 $11.0 NEW $1.83 -38.2%
2518 TTEC TTEC HLDGS INC Technology 3.0 $11.0 -1.0 -25.0% $3.67 -31.3%
2519 KG KESTREL GROUP LTD Financial Services 1.0 $11.0 $11.00 +10.0%
2520 CIA CITIZENS INC Financial Services 2.0 $10.0 NEW $5.00 -4.0%
Page 126 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%