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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 34 of 136  ·  2,712 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 DAVE INC 87.0 $17K 0.01% NEW $199.36
662 SONO SONOS INC Technology 1,092.0 $17K 0.01% NEW $15.80 -4.9%
663 CMPR CIMPRESS PLC Communication Services 273.0 $17K 0.01% NEW $63.04 +51.0%
664 GEF GREIF INC Consumer Cyclical 286.0 $17K 0.01% NEW $59.76 +7.3%
665 VLO VALERO ENERGY CORP Energy 99.0 $17K 0.01% NEW $171.04 +48.4%
666 ARTY ISHARES TR 368.0 $17K 0.01% NEW $45.78 +48.8%
667 ESNT ESSENT GROUP LTD Financial Services 264.0 $17K 0.01% NEW $63.56 -2.6%
668 CHRD CHORD ENERGY CORPORATION Energy 168.0 $17K 0.01% NEW $99.38 +43.7%
669 HPE HEWLETT PACKARD ENTERPRISE C Technology 678.0 $17K 0.01% NEW $24.56 +38.3%
670 STNG SCORPIO TANKERS INC Energy 297.0 $17K 0.01% NEW $56.05 +45.7%
671 URBN URBAN OUTFITTERS INC Consumer Cyclical 233.0 $17K 0.01% NEW $71.43 +0.3%
672 ICFI ICF INTL INC Industrials 179.0 $17K 0.01% NEW $92.80 -26.7%
673 DUK DUKE ENERGY CORP NEW Utilities 134.0 $17K 0.01% NEW $123.79 +0.7%
674 ACT ENACT HLDGS INC Financial Services 429.0 $16K 0.01% NEW $38.34 +13.2%
675 BXP BXP INC Real Estate 221.0 $16K 0.01% NEW $74.41 -19.2%
676 PBF PBF ENERGY INC Energy 545.0 $16K 0.01% NEW $30.17 +29.5%
677 DINO HF SINCLAIR CORP Energy 314.0 $16K 0.01% NEW $52.31 +30.7%
678 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 176.0 $16K 0.01% NEW $93.25 +1.3%
679 TREX TREX CO INC Industrials 317.0 $16K 0.01% NEW $51.67 -26.0%
680 GLW CORNING INC Technology 199.0 $16K 0.01% NEW $82.03 +133.9%
Page 34 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%