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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 32 of 128  ·  2,556 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 DUOL DUOLINGO INC Technology 110.0 $19K 0.01% -137.0 -55.5% $175.50 -39.8%
622 GEF GREIF INC Consumer Cyclical 285.0 $19K 0.01% $67.70 -5.3%
623 BTI BRITISH AMERN TOB PLC Consumer Defensive 340.0 $19K 0.01% -200.0 -37.0% $56.62 +16.1%
624 EXPAND ENERGY CORPORATION 174.0 $19K 0.01% +9.0 +5.5% $110.36
625 TAP MOLSON COORS BEVERAGE CO Consumer Defensive 411.0 $19K 0.01% +353.0 +608.6% $46.68 -8.4%
626 GWW WW GRAINGER INC Industrials 19.0 $19K 0.01% +11.0 +137.5% $1009.05 +22.8%
627 PSN PARSONS CORP DEL Industrials 310.0 $19K 0.01% -175.0 -36.1% $61.80 -16.4%
628 B BARRICK MNG CORP Basic Materials 439.0 $19K 0.01% +305.0 +227.6% $43.55 -5.3%
629 CART MAPLEBEAR INC Consumer Cyclical 425.0 $19K 0.01% +419.0 +6983.3% $44.98 -10.9%
630 FLNC FLUENCE ENERGY INC Utilities 965.0 $19K 0.01% $19.78 +2.1%
631 NE NOBLE CORP PLC Energy 675.0 $19K 0.01% -21.0 -3.0% $28.24 +85.3%
632 MUSA MURPHY USA INC Consumer Cyclical 47.0 $19K 0.01% +41.0 +683.3% $403.53 +34.9%
633 CHDN CHURCHILL DOWNS INC Consumer Cyclical 166.0 $19K 0.01% -74.0 -30.8% $113.78 -24.8%
634 FIS FIDELITY NATL INFORMATION SV Technology 284.0 $19K 0.01% +277.0 +3957.1% $66.46 -34.4%
635 CMPR CIMPRESS PLC Communication Services 283.0 $19K 0.01% +10.0 +3.7% $66.59 +42.9%
636 CSGP COSTAR GROUP INC Real Estate 278.0 $19K 0.01% +226.0 +434.6% $67.24 -49.5%
637 HDB HDFC BANK LTD Financial Services 510.0 $19K 0.01% +443.0 +661.2% $36.54 -32.6%
638 EXR EXTRA SPACE STORAGE INC Real Estate 141.0 $18K 0.01% -579.0 -80.4% $130.23 +10.5%
639 EXC EXELON CORP Utilities 421.0 $18K 0.01% +78.0 +22.7% $43.59 +4.0%
640 TPH TRI POINTE HOMES INC Consumer Cyclical 583.0 $18K 0.01% -67.0 -10.3% $31.47 +49.2%
Page 32 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%