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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 22 of 128  ·  2,556 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 GS GOLDMAN SACHS GROUP INC Financial Services 42.0 $37K 0.01% -3.0 -6.7% $879.00 +12.4%
422 UNILEVER PLC 564.0 $37K 0.01% NEW $65.40
423 KD KYNDRYL HLDGS INC Technology 1,384.0 $37K 0.01% -163.0 -10.5% $26.56 -54.6%
424 BCS BARCLAYS PLC Financial Services 1,436.0 $37K 0.01% -71.0 -4.7% $25.45 -5.8%
425 SSNC SS&C TECHNOLOGIES HLDGS INC Technology 417.0 $36K 0.01% +30.0 +7.8% $87.42 -23.1%
426 MT ARCELORMITTAL SA LUXEMBOURG Basic Materials 799.0 $36K 0.01% +234.0 +41.4% $45.57 +40.7%
427 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 142.0 $36K 0.01% +68.0 +91.9% $256.04 -7.6%
428 EPAM EPAM SYS INC Technology 177.0 $36K 0.01% -20.0 -10.2% $204.88 -49.6%
429 BKR BAKER HUGHES COMPANY Energy 789.0 $36K 0.01% -6.0 -0.8% $45.52 +44.5%
430 CLH CLEAN HARBORS INC Industrials 152.0 $36K 0.01% +77.0 +102.7% $234.48 +20.5%
431 MFG MIZUHO FINANCIAL GROUP INC Financial Services 4,863.0 $36K 0.01% +734.0 +17.8% $7.32 +26.6%
432 MET METLIFE INC Financial Services 450.0 $36K 0.01% +25.0 +5.9% $78.94 +6.8%
433 YETI YETI HLDGS INC Consumer Cyclical 804.0 $36K 0.01% -81.0 -9.2% $44.17 +1.1%
434 KEY KEYCORP Financial Services 1,718.0 $35K 0.01% +2K +1263.5% $20.64 +4.1%
435 VGIT VANGUARD SCOTTSDALE FDS 585.0 $35K 0.01% $59.93 -2.0%
436 AEP AMERICAN ELEC PWR CO INC Utilities 304.0 $35K 0.01% -135.0 -30.8% $115.31 +12.4%
437 NOC NORTHROP GRUMMAN CORP Industrials 61.0 $35K 0.01% -4.0 -6.2% $574.61 -4.0%
438 KMX CARMAX INC Consumer Cyclical 907.0 $35K 0.01% +319.0 +54.2% $38.64 +0.7%
439 GSK GSK PLC Healthcare 714.0 $35K 0.01% $49.04 +5.1%
440 ALV AUTOLIV INC Consumer Cyclical 294.0 $35K 0.01% +8.0 +2.8% $118.70 +1.3%
Page 22 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%