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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 18 of 128  ·  2,556 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 WELL WELLTOWER INC Real Estate 263.0 $49K 0.01% -110.0 -29.5% $185.61 +17.8%
342 WM WASTE MGMT INC DEL Industrials 221.0 $49K 0.01% -35.0 -13.7% $219.53 +0.0%
343 Q QNITY ELECTRONICS INC Technology 594.0 $49K 0.01% NEW $81.65 +87.4%
344 OTIS OTIS WORLDWIDE CORP Industrials 553.0 $48K 0.01% -297.0 -34.9% $87.35 -18.0%
345 BHP BHP GROUP LTD Basic Materials 799.0 $48K 0.01% +44.0 +5.8% $60.37 +40.7%
346 ARMK ARAMARK Industrials 1,308.0 $48K 0.01% +939.0 +254.5% $36.86 +40.1%
347 UNP UNION PAC CORP Industrials 207.0 $48K 0.01% +7.0 +3.5% $231.32 +14.9%
348 WFC WELLS FARGO CO NEW Financial Services 513.0 $48K 0.01% -36.0 -6.6% $93.20 -18.7%
349 AMAT APPLIED MATLS INC Technology 186.0 $48K 0.01% +7.0 +3.9% $256.99 +66.3%
350 MS MORGAN STANLEY Financial Services 267.0 $47K 0.01% -9.0 -3.3% $177.53 +12.9%
351 UNM UNUM GROUP Financial Services 608.0 $47K 0.01% +21.0 +3.6% $77.50 +8.2%
352 DHI D R HORTON INC Consumer Cyclical 327.0 $47K 0.01% +8.0 +2.5% $143.91 +0.2%
353 MAA MID-AMER APT CMNTYS INC Real Estate 335.0 $47K 0.01% +241.0 +256.4% $138.91 -6.4%
354 KLAC KLA CORP Technology 38.0 $46K 0.01% -1.0 -2.6% $1215.11 +51.6%
355 ESS ESSEX PPTY TR INC Real Estate 176.0 $46K 0.01% +96.0 +120.0% $261.68 +4.6%
356 JEF JEFFERIES FINL GROUP INC Financial Services 736.0 $46K 0.01% +598.0 +433.3% $61.97 -15.4%
357 CL COLGATE PALMOLIVE CO Consumer Defensive 577.0 $46K 0.01% +345.0 +148.7% $79.02 +14.5%
358 CVX CHEVRON CORP NEW Energy 298.0 $45K 0.01% -75.0 -20.1% $152.41 +25.3%
359 W WAYFAIR INC Consumer Cyclical 449.0 $45K 0.01% +123.0 +37.7% $100.41 -35.5%
360 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 511.0 $45K 0.01% +239.0 +87.9% $88.21 +16.5%
Page 18 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%