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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 43 of 128  ·  2,556 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
841 FITB FIFTH THIRD BANCORP Financial Services 227.0 $11K 0.00% -9.0 -3.8% $46.81 +5.0%
842 VRTS VIRTUS INVT PARTNERS INC Financial Services 65.0 $11K 0.00% +12.0 +22.6% $163.15 -15.5%
843 RMD RESMED INC Healthcare 44.0 $11K 0.00% -40.0 -47.6% $240.89 -12.9%
844 NTB BANK OF NT BUTTERFIELD&SON L Financial Services 212.0 $11K 0.00% +14.0 +7.1% $49.82 +12.6%
845 WGS GENEDX HOLDINGS CORP Healthcare 81.0 $11K 0.00% $130.06 -65.6%
846 WK WORKIVA INC Technology 122.0 $11K 0.00% +96.0 +369.2% $86.25 -43.7%
847 OC OWENS CORNING NEW Industrials 94.0 $11K 0.00% -348.0 -78.7% $111.91 +3.7%
848 PUK PRUDENTIAL PLC Financial Services 338.0 $11K 0.00% +61.0 +22.0% $31.12 +0.4%
849 ARES ARES MANAGEMENT CORPORATION Financial Services 65.0 $11K 0.00% -1.0 -1.5% $161.63 -23.3%
850 MATIV HOLDINGS INC 860.0 $10K 0.00% +11.0 +1.3% $12.15
851 ZTS ZOETIS INC Healthcare 83.0 $10K 0.00% -273.0 -76.7% $125.83 -36.7%
852 KKR KKR & CO INC Financial Services 81.0 $10K 0.00% -7.0 -8.0% $127.48 -25.7%
853 SLM SLM CORP Financial Services 380.0 $10K 0.00% -974.0 -71.9% $27.06 -18.6%
854 CHE CHEMED CORP NEW Healthcare 24.0 $10K 0.00% +17.0 +242.9% $427.88 +3.2%
855 CEG CONSTELLATION ENERGY CORP Utilities 29.0 $10K 0.00% -3.0 -9.4% $353.28 -19.1%
856 ENTA ENANTA PHARMACEUTICALS INC Healthcare 645.0 $10K 0.00% $15.77 -12.3%
857 HCI HCI GROUP INC Financial Services 53.0 $10K 0.00% +3.0 +6.0% $191.70 -17.3%
858 SANA SANA BIOTECHNOLOGY INC Healthcare 2,490.0 $10K 0.00% $4.07 -23.6%
859 TS TENARIS S A Energy 263.0 $10K 0.00% +49.0 +22.9% $38.45 +57.8%
860 PKX POSCO HOLDINGS INC Basic Materials 190.0 $10K 0.00% +52.0 +37.7% $53.21 +39.7%
Page 43 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%