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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 16 of 136  ·  2,712 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 CVLT COMMVAULT SYS INC Technology 286.0 $54K 0.02% NEW $188.78 -43.9%
302 RGA REINSURANCE GRP OF AMERICA I Financial Services 280.0 $54K 0.02% NEW $192.13 +11.4%
303 TXG 10X GENOMICS INC Healthcare 4,534.0 $53K 0.02% NEW $11.69 +105.1%
304 ZTS ZOETIS INC Healthcare 356.0 $52K 0.02% NEW $146.37 -45.5%
305 ABT ABBOTT LABS Healthcare 389.0 $52K 0.02% NEW $133.79 -34.4%
306 AXTA AXALTA COATING SYS LTD Basic Materials 1,797.0 $51K 0.02% NEW $28.62 +1.8%
307 VOO VANGUARD INDEX FDS 83.0 $51K 0.02% NEW $612.39 +11.5%
308 ALLE ALLEGION PLC Industrials 282.0 $50K 0.01% NEW $177.58 -26.4%
309 ED CONSOLIDATED EDISON INC Utilities 497.0 $50K 0.01% NEW $100.52 +6.8%
310 TMUS T-MOBILE US INC Communication Services 207.0 $50K 0.01% NEW $239.93 -20.7%
311 VB VANGUARD INDEX FDS 195.0 $50K 0.01% NEW $254.28 +12.7%
312 HAL HALLIBURTON CO Energy 2,011.0 $49K 0.01% NEW $24.60 +70.6%
313 TWLO TWILIO INC Communication Services 494.0 $49K 0.01% NEW $100.09 +89.2%
314 MUFG MITSUBISHI UFJ FINL GROUP IN Financial Services 3,100.0 $49K 0.01% NEW $15.94 +21.6%
315 AEP AMERICAN ELEC PWR CO INC Utilities 439.0 $49K 0.01% NEW $112.44 +15.3%
316 NATWEST GROUP PLC 3,443.0 $49K 0.01% NEW $14.15
317 KEYS KEYSIGHT TECHNOLOGIES INC Technology 278.0 $49K 0.01% NEW $174.92 +93.0%
318 BMY BRISTOL-MYERS SQUIBB CO Healthcare 1,074.0 $48K 0.01% NEW $45.08 +32.1%
319 WTRG ESSENTIAL UTILS INC Utilities 1,213.0 $48K 0.01% NEW $39.90 -8.4%
320 VMI VALMONT INDS INC Industrials 124.0 $48K 0.01% NEW $387.73 +29.8%
Page 16 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%