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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 14 of 128  ·  2,556 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 PEGA PEGASYSTEMS INC Technology 1,113.0 $66K 0.02% -53.0 -4.5% $59.72 -42.6%
262 DXCM DEXCOM INC Healthcare 995.0 $66K 0.02% +899.0 +936.5% $66.37 +8.3%
263 CRUS CIRRUS LOGIC INC Technology 553.0 $66K 0.02% +5.0 +0.9% $118.50 +40.6%
264 PB PROSPERITY BANCSHARES INC Financial Services 945.0 $65K 0.02% +607.0 +179.6% $69.11 +0.0%
265 XEL XCEL ENERGY INC Utilities 884.0 $65K 0.02% -81.0 -8.4% $73.86 +8.1%
266 HON HONEYWELL INTL INC Industrials 334.0 $65K 0.02% +158.0 +89.8% $195.09 +14.7%
267 PSTG PURE STORAGE INC Technology 972.0 $65K 0.02% +15.0 +1.6% $67.01 +25.1%
268 BA BOEING CO Industrials 298.0 $65K 0.02% +85.0 +39.9% $217.12 +1.1%
269 VPU VANGUARD WORLD FD 348.0 $64K 0.02% $185.04 +5.3%
270 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 953.0 $64K 0.02% +405.0 +73.9% $67.39 +11.7%
271 SPY SPDR S&P 500 ETF TR Financial Services 94.0 $64K 0.02% $681.93 +8.9%
272 TXRH TEXAS ROADHOUSE INC Consumer Cyclical 384.0 $64K 0.02% -114.0 -22.9% $166.00 +7.4%
273 NTNX NUTANIX INC Technology 1,232.0 $64K 0.02% -970.0 -44.0% $51.69 -13.5%
274 AWI ARMSTRONG WORLD INDS INC NEW Industrials 329.0 $63K 0.02% -20.0 -5.7% $191.10 -17.8%
275 IAUM ISHARES GOLD TR Financial Services 1,462.0 $63K 0.02% $42.99 +5.3%
276 PCTY PAYLOCITY HLDG CORP Technology 410.0 $63K 0.02% +124.0 +43.4% $152.50 -26.7%
277 KMI KINDER MORGAN INC DEL Energy 2,252.0 $62K 0.02% -2K -42.0% $27.49 +21.9%
278 TCBI TEXAS CAP BANCSHARES INC Financial Services 683.0 $62K 0.02% +40.0 +6.2% $90.54 +9.1%
279 IVW ISHARES TR 501.0 $62K 0.02% $123.26 +10.8%
280 LEIDOS HOLDINGS INC 342.0 $62K 0.02% $180.43
Page 14 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%