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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 44 of 136  ·  2,712 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 IX ORIX CORP Financial Services 355.0 $9K 0.00% NEW $26.12 +50.3%
862 IART INTEGRA LIFESCIENCES HLDGS C Healthcare 646.0 $9K 0.00% NEW $14.33 +5.5%
863 CMS CMS ENERGY CORP Utilities 126.0 $9K 0.00% NEW $73.26 +0.5%
864 SHOP SHOPIFY INC Technology 62.0 $9K 0.00% NEW $148.61 -29.3%
865 JAMF HLDG CORP 859.0 $9K 0.00% NEW $10.70
866 AVT AVNET INC Technology 175.0 $9K 0.00% NEW $52.28 +59.5%
867 BE BLOOM ENERGY CORP Industrials 108.0 $9K 0.00% NEW $84.57 +264.0%
868 AXSM AXSOME THERAPEUTICS INC Healthcare 75.0 $9K 0.00% NEW $121.45 +92.4%
869 AVY AVERY DENNISON CORP Industrials 56.0 $9K 0.00% NEW $162.18 -2.0%
870 JEF JEFFERIES FINL GROUP INC Financial Services 138.0 $9K 0.00% NEW $65.42 -19.8%
871 VRNS VARONIS SYS INC Technology 157.0 $9K 0.00% NEW $57.47 -45.9%
872 HRB BLOCK H & R INC Consumer Cyclical 178.0 $9K 0.00% NEW $50.57 -25.1%
873 GFS GLOBALFOUNDRIES INC Technology 251.0 $9K 0.00% NEW $35.84 +127.0%
874 EL LAUDER ESTEE COS INC Consumer Defensive 102.0 $9K 0.00% NEW $88.13 -10.5%
875 GMAB GENMAB A/S Healthcare 293.0 $9K 0.00% NEW $30.67 -11.8%
876 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 26.0 $9K 0.00% NEW $345.46 -26.5%
877 AROC ARCHROCK INC Energy 341.0 $9K 0.00% NEW $26.31 +40.2%
878 LEG LEGGETT & PLATT INC Consumer Cyclical 1,010.0 $9K 0.00% NEW $8.88 +13.1%
879 PAAS PAN AMERN SILVER CORP Basic Materials 231.0 $9K 0.00% NEW $38.73 +41.5%
880 SANA SANA BIOTECHNOLOGY INC Healthcare 2,490.0 $9K 0.00% NEW $3.55 -12.4%
Page 44 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%