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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 25 of 128  ·  2,556 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 DOCU DOCUSIGN INC Technology 433.0 $30K 0.01% +222.0 +105.2% $68.40 -28.4%
482 SGOV ISHARES TR 295.0 $30K 0.01% $100.38 +0.2%
483 TTEK TETRA TECH INC NEW Industrials 880.0 $30K 0.01% -132.0 -13.0% $33.54 -18.2%
484 LYG LLOYDS BANKING GROUP PLC Financial Services 5,565.0 $29K 0.01% $5.30 +2.1%
485 SONY SONY GROUP CORP Technology 1,146.0 $29K 0.01% -221.0 -16.2% $25.60 -10.9%
486 AGX ARGAN INC Industrials 93.0 $29K 0.01% $313.32 +105.7%
487 VFC V F CORP Consumer Cyclical 1,610.0 $29K 0.01% +1K +361.3% $18.08 -10.3%
488 REYN REYNOLDS CONSUMER PRODS INC Consumer Cyclical 1,267.0 $29K 0.01% +301.0 +31.2% $22.92 -5.1%
489 DCI DONALDSON INC Industrials 327.0 $29K 0.01% +2.0 +0.6% $88.66 -6.8%
490 WSBC WESBANCO INC Financial Services 869.0 $29K 0.01% -8.0 -0.9% $33.24 +2.8%
491 HWC HANCOCK WHITNEY CORPORATION Financial Services 452.0 $29K 0.01% $63.68 +4.7%
492 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 200.0 $29K 0.01% $143.89 +34.4%
493 MAS MASCO CORP Industrials 453.0 $29K 0.01% -991.0 -68.6% $63.46 +5.8%
494 EW EDWARDS LIFESCIENCES CORP Healthcare 337.0 $29K 0.01% -25.0 -6.9% $85.25 -2.4%
495 KO COCA COLA CO Consumer Defensive 409.0 $29K 0.01% -23.0 -5.3% $70.00 +16.0%
496 FLO FLOWERS FOODS INC Consumer Defensive 2,620.0 $29K 0.01% +2K +262.9% $10.88 -35.6%
497 BRBR BELLRING BRANDS INC Consumer Defensive 1,066.0 $28K 0.01% -155.0 -12.7% $26.73 -66.1%
498 TAK TAKEDA PHARMACEUTICAL CO LTD Healthcare 1,818.0 $28K 0.01% -893.0 -32.9% $15.59 +7.0%
499 KINIKSA PHARMACEUTICALS INTL 687.0 $28K 0.01% $41.25
500 ENS ENERSYS Industrials 193.0 $28K 0.01% +3.0 +1.6% $146.75 +62.8%
Page 25 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%