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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 49 of 136  ·  2,712 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
961 MFA MFA FINL INC Real Estate 756.0 $7K 0.00% NEW $9.19 +3.4%
962 MSA MSA SAFETY INC Industrials 40.0 $7K 0.00% NEW $172.07 -2.0%
963 DE DEERE & CO Industrials 15.0 $7K 0.00% NEW $457.93 +16.0%
964 OI O-I GLASS INC Consumer Cyclical 529.0 $7K 0.00% NEW $12.97 -30.5%
965 AGCO AGCO CORP Industrials 64.0 $7K 0.00% NEW $107.08 +4.7%
966 SPDW SPDR INDEX SHS FDS 160.0 $7K 0.00% NEW $42.79 +17.6%
967 TRP TC ENERGY CORP Energy 125.0 $7K 0.00% NEW $54.42 +28.8%
968 ALRM ALARM COM HLDGS INC Technology 128.0 $7K 0.00% NEW $53.09 -17.6%
969 RACE FERRARI N V Consumer Cyclical 14.0 $7K 0.00% NEW $485.29 -29.6%
970 STRL STERLING INFRASTRUCTURE INC Industrials 20.0 $7K 0.00% NEW $339.70 +121.4%
971 PKX POSCO HOLDINGS INC Basic Materials 138.0 $7K 0.00% NEW $49.21 +51.1%
972 CASY CASEYS GEN STORES INC Consumer Cyclical 12.0 $7K 0.00% NEW $565.33 +45.9%
973 JACK JACK IN THE BOX INC Consumer Cyclical 342.0 $7K 0.00% NEW $19.77 -42.6%
974 BEN FRANKLIN RESOURCES INC Financial Services 292.0 $7K 0.00% NEW $23.13 +33.4%
975 SRPT SAREPTA THERAPEUTICS INC Healthcare 350.0 $7K 0.00% NEW $19.27 -11.2%
976 MTX MINERALS TECHNOLOGIES INC Basic Materials 108.0 $7K 0.00% NEW $62.12 +21.4%
977 EVENTBRITE INC 2,661.0 $7K 0.00% NEW $2.52
978 FOLD AMICUS THERAPEUTICS INC Healthcare 851.0 $7K 0.00% NEW $7.88 +83.9%
979 NXDR NEXTDOOR HOLDINGS INC Communication Services 3,206.0 $7K 0.00% NEW $2.09 -3.4%
980 YUMC YUM CHINA HLDGS INC Consumer Cyclical 156.0 $7K 0.00% NEW $42.92 +6.1%
Page 49 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%