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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 17 of 128  ·  2,556 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 RHI ROBERT HALF INC. Industrials 1,924.0 $52K 0.01% -18.0 -0.9% $27.16 -3.4%
322 HCA HCA HEALTHCARE INC Healthcare 112.0 $52K 0.01% +3.0 +2.8% $466.45 -15.8%
323 ED CONSOLIDATED EDISON INC Utilities 521.0 $52K 0.01% +24.0 +4.8% $99.32 +8.1%
324 CMCSA COMCAST CORP NEW Communication Services 1,718.0 $51K 0.01% +589.0 +52.2% $29.89 -16.1%
325 NET CLOUDFLARE INC Technology 260.0 $51K 0.01% -2.0 -0.8% $197.15 +7.9%
326 CNH INDL N V 5,552.0 $51K 0.01% +4K +219.4% $9.22
327 MUFG MITSUBISHI UFJ FINL GROUP IN Financial Services 3,202.0 $51K 0.01% +102.0 +3.3% $15.86 +22.2%
328 ALSN ALLISON TRANSMISSION HLDGS I Consumer Cyclical 516.0 $51K 0.01% +64.0 +14.2% $97.90 +11.4%
329 DASH DOORDASH INC Communication Services 223.0 $51K 0.01% -445.0 -66.6% $226.48 -29.7%
330 HST HOST HOTELS & RESORTS INC Real Estate 2,844.0 $50K 0.01% +466.0 +19.6% $17.73 +26.4%
331 VIG VANGUARD SPECIALIZED FUNDS 227.0 $50K 0.01% -106.0 -31.8% $219.78 +5.1%
332 FNF FIDELITY NATIONAL FINANCIAL Financial Services 909.0 $50K 0.01% -142.0 -13.5% $54.59 -9.6%
333 ABT ABBOTT LABS Healthcare 396.0 $50K 0.01% +7.0 +1.8% $125.29 -29.9%
334 GTLB GITLAB INC Technology 1,321.0 $50K 0.01% +1K +2652.1% $37.53 -31.7%
335 VMI VALMONT INDS INC Industrials 123.0 $49K 0.01% -1.0 -0.8% $402.33 +25.1%
336 NEE NEXTERA ENERGY INC Utilities 616.0 $49K 0.01% -9.0 -1.4% $80.28 +11.7%
337 SYNOVUS FINL CORP 985.0 $49K 0.01% +122.0 +14.1% $50.05
338 WWD WOODWARD INC Industrials 163.0 $49K 0.01% +3.0 +1.9% $302.33 +17.9%
339 NNN NNN REIT INC Real Estate 1,237.0 $49K 0.01% -581.0 -32.0% $39.63 +13.5%
340 WMB WILLIAMS COS INC Energy 815.0 $49K 0.01% -299.0 -26.8% $60.11 +29.6%
Page 17 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%