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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 20 of 128  ·  2,556 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 ST SENSATA TECHNOLOGIES HLDG PL Technology 1,253.0 $42K 0.01% +118.0 +10.4% $33.29 +43.4%
382 CFG CITIZENS FINL GROUP INC Financial Services 713.0 $42K 0.01% +128.0 +21.9% $58.41 +7.5%
383 NOBL PROSHARES TR 400.0 $42K 0.01% $104.07 +3.1%
384 BIIB BIOGEN INC Healthcare 236.0 $42K 0.01% +3.0 +1.3% $175.99 +7.7%
385 VFVA VANGUARD WELLINGTON FD 312.0 $41K 0.01% -23.0 -6.9% $132.78 +5.9%
386 CSX CSX CORP Industrials 1,141.0 $41K 0.01% -105.0 -8.4% $36.25 +26.6%
387 IJH ISHARES TR 625.0 $41K 0.01% $66.00 +10.5%
388 QRVO QORVO INC Technology 487.0 $41K 0.01% +71.0 +17.1% $84.51 +16.9%
389 RPRX ROYALTY PHARMA PLC Healthcare 1,060.0 $41K 0.01% -31.0 -2.8% $38.64 +37.3%
390 FNB F N B CORP Financial Services 2,390.0 $41K 0.01% +84.0 +3.6% $17.10 +2.2%
391 TER TERADYNE INC Technology 211.0 $41K 0.01% +70.0 +49.6% $193.56 +77.9%
392 KLIC KULICKE & SOFFA INDS INC Technology 895.0 $41K 0.01% $45.56 +121.9%
393 LYB LYONDELLBASELL INDUSTRIES N Basic Materials 936.0 $41K 0.01% +880.0 +1571.4% $43.30 +61.8%
394 AA ALCOA CORP Basic Materials 762.0 $40K 0.01% +730.0 +2281.2% $53.14 +24.7%
395 AYI ACUITY INC Industrials 112.0 $40K 0.01% +6.0 +5.7% $360.04 -21.9%
396 AEO AMERICAN EAGLE OUTFITTERS IN Consumer Cyclical 1,518.0 $40K 0.01% +137.0 +9.9% $26.37 -37.2%
397 DLTR DOLLAR TREE INC Consumer Defensive 325.0 $40K 0.01% -117.0 -26.5% $123.01 -22.2%
398 PCAR PACCAR INC Industrials 364.0 $40K 0.01% +138.0 +61.1% $109.51 -0.2%
399 NXPI NXP SEMICONDUCTORS N V Technology 183.0 $40K 0.01% -17.0 -8.5% $217.06 +37.9%
400 KEYS KEYSIGHT TECHNOLOGIES INC Technology 195.0 $40K 0.01% -83.0 -29.9% $203.19 +66.1%
Page 20 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%