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Portfolio (Quarterly) Guide ↗

True Wealth Design, LLC

· CIK 0001966033
13F Portfolio $327M AUM Filed Oct 21, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 2712 New
Page 31 of 136  ·  2,712 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 ASTRAZENECA PLC 269.0 $21K 0.01% NEW $76.72
602 CRC CALIFORNIA RES CORP Energy 387.0 $21K 0.01% NEW $53.18 +17.1%
603 KR KROGER CO Consumer Defensive 305.0 $21K 0.01% NEW $67.41 -0.5%
604 XYL XYLEM INC Industrials 139.0 $21K 0.01% NEW $147.50 -26.6%
605 MT ARCELORMITTAL SA LUXEMBOURG Basic Materials 565.0 $20K 0.01% NEW $36.15 +77.3%
606 TMO THERMO FISHER SCIENTIFIC INC Healthcare 42.0 $20K 0.01% NEW $484.81 -6.8%
607 CRL CHARLES RIV LABS INTL INC Healthcare 130.0 $20K 0.01% NEW $156.46 +1.5%
608 DKS DICKS SPORTING GOODS INC Consumer Cyclical 91.0 $20K 0.01% NEW $222.23 -0.2%
609 NTCT NETSCOUT SYS INC Technology 781.0 $20K 0.01% NEW $25.83 +52.7%
610 BSCS INVESCO EXCH TRD SLF IDX FD 973.0 $20K 0.01% NEW $20.56 -1.1%
611 EBAY EBAY INC. Consumer Cyclical 220.0 $20K 0.01% NEW $90.81 +29.0%
612 AGO ASSURED GUARANTY LTD Financial Services 236.0 $20K 0.01% NEW $84.65 -7.1%
613 COUR COURSERA INC Consumer Defensive 1,703.0 $20K 0.01% NEW $11.71 -55.3%
614 SEADRILL LTD 660.0 $20K 0.01% NEW $30.21
615 TXN TEXAS INSTRS INC Technology 108.0 $20K 0.01% NEW $184.49 +65.3%
616 LMBS FIRST TR EXCHANGE-TRADED FD 400.0 $20K 0.01% NEW $49.79 -0.3%
617 GLD SPDR GOLD TR Financial Services 56.0 $20K 0.01% NEW $355.48 +17.3%
618 MSM MSC INDL DIRECT INC Industrials 216.0 $20K 0.01% NEW $92.14 +15.0%
619 EXLS EXLSERVICE HOLDINGS INC Technology 449.0 $20K 0.01% NEW $44.03 -33.6%
620 NE NOBLE CORP PLC Energy 696.0 $20K 0.01% NEW $28.28 +85.1%
Page 31 of 136  ·  2,712 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 26.5%
Industrials 16.2%
Financial Services 12.4%
Consumer Cyclical 11.9%
Healthcare 10.7%
Consumer Defensive 5.2%
Communication Services 5.1%
Real Estate 3.3%
Basic Materials 3.3%
Energy 3.3%