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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 33 of 128  ·  2,556 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 CRC CALIFORNIA RES CORP Energy 410.0 $18K 0.01% +23.0 +5.9% $44.71 +39.2%
642 IDXX IDEXX LABS INC Healthcare 27.0 $18K 0.01% $676.56 -18.3%
643 FERROVIAL SE 282.0 $18K 0.01% +109.0 +63.0% $64.61
644 NVO NOVO-NORDISK A S Healthcare 358.0 $18K 0.01% -85.0 -19.2% $50.88 -12.8%
645 NVST ENVISTA HOLDINGS CORPORATION Healthcare 839.0 $18K 0.01% +429.0 +104.6% $21.71 +8.8%
646 BSX BOSTON SCIENTIFIC CORP Healthcare 191.0 $18K 0.01% -222.0 -53.8% $95.35 -40.1%
647 CSTM CONSTELLIUM SE Basic Materials 961.0 $18K 0.01% +163.0 +20.4% $18.85 +70.0%
648 OKTA OKTA INC Technology 209.0 $18K 0.01% -835.0 -80.0% $86.47 +3.4%
649 DAVE INC 81.0 $18K 0.01% -6.0 -6.9% $221.42
650 PPG PPG INDS INC Basic Materials 174.0 $18K 0.01% -83.0 -32.3% $102.52 +1.8%
651 UGI UGI CORP NEW Utilities 474.0 $18K 0.01% -4.0 -0.8% $37.43 -6.2%
652 ARTY ISHARES TR 368.0 $18K 0.01% $48.18 +41.4%
653 TDC TERADATA CORP DEL Technology 579.0 $18K 0.01% +193.0 +50.0% $30.44 +8.7%
654 EQIX EQUINIX INC Real Estate 23.0 $18K 0.01% -2.0 -8.0% $766.17 +40.8%
655 ONTO ONTO INNOVATION INC Technology 111.0 $18K 0.01% +16.0 +16.8% $157.86 +65.6%
656 CMCO COLUMBUS MCKINNON CORP N Y Industrials 1,009.0 $17K 0.01% +35.0 +3.6% $17.25 -15.0%
657 PTCT PTC THERAPEUTICS INC Healthcare 229.0 $17K 0.01% $75.96 -6.5%
658 SOUTHSTATE BK CORP 184.0 $17K 0.01% -194.0 -51.3% $94.11
659 URBN URBAN OUTFITTERS INC Consumer Cyclical 230.0 $17K 0.01% -3.0 -1.3% $75.26 -4.8%
660 ACT ENACT HLDGS INC Financial Services 435.0 $17K 0.01% +6.0 +1.4% $39.64 +9.5%
Page 33 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%