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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 44 of 128  ·  2,556 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 COUR COURSERA INC Consumer Defensive 1,372.0 $10K 0.00% -331.0 -19.4% $7.36 -28.8%
862 EVENTBRITE INC 2,268.0 $10K 0.00% -393.0 -14.8% $4.45
863 MPC MARATHON PETE CORP Energy 62.0 $10K 0.00% -7.0 -10.1% $162.65 +52.7%
864 ECPG ENCORE CAP GROUP INC Financial Services 185.0 $10K 0.00% +56.0 +43.4% $54.35 +50.1%
865 MINT PIMCO ETF TR 100.0 $10K 0.00% $100.34 +0.3%
866 PNW PINNACLE WEST CAP CORP Utilities 113.0 $10K 0.00% +6.0 +5.6% $88.71 +14.9%
867 BE BLOOM ENERGY CORP Industrials 115.0 $10K 0.00% +7.0 +6.5% $86.90 +254.3%
868 NUVB NUVATION BIO INC Healthcare 1,114.0 $10K 0.00% $8.96 -46.5%
869 HILLENBRAND INC 313.0 $10K 0.00% +9.0 +3.0% $31.72
870 WBD WARNER BROS DISCOVERY INC Communication Services 343.0 $10K 0.00% -25.0 -6.8% $28.82 -4.9%
871 RAMP LIVERAMP HLDGS INC Technology 336.0 $10K 0.00% -8.0 -2.3% $29.37 +28.5%
872 RBC RBC BEARINGS INC Industrials 22.0 $10K 0.00% +20.0 +1000.0% $448.45 +27.3%
873 SBCF SEACOAST BKG CORP FLA Financial Services 313.0 $10K 0.00% $31.42 -2.6%
874 NKE NIKE INC Consumer Cyclical 154.0 $10K 0.00% -11.0 -6.7% $63.82 -30.4%
875 ANYWHERE REAL ESTATE INC 693.0 $10K 0.00% $14.16
876 DTE DTE ENERGY CO Utilities 76.0 $10K 0.00% -84.0 -52.5% $128.99 +11.4%
877 BHF BRIGHTHOUSE FINL INC Financial Services 151.0 $10K 0.00% -15.0 -9.0% $64.79 -3.2%
878 AROC ARCHROCK INC Energy 375.0 $10K 0.00% +34.0 +10.0% $26.02 +41.8%
879 BX BLACKSTONE INC Financial Services 63.0 $10K 0.00% +42.0 +200.0% $154.14 -23.1%
880 EXPD EXPEDITORS INTL WASH INC Industrials 65.0 $10K 0.00% +4.0 +6.6% $149.02 +5.5%
Page 44 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%