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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 50 of 128  ·  2,556 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
981 NXDR NEXTDOOR HOLDINGS INC Communication Services 3,238.0 $7K 0.00% +32.0 +1.0% $2.10 -3.8%
982 MNRO MONRO INC Consumer Cyclical 339.0 $7K 0.00% +16.0 +5.0% $20.04 -18.3%
983 HDSN HUDSON TECHNOLOGIES INC Basic Materials 991.0 $7K 0.00% -56.0 -5.3% $6.85 -24.5%
984 FICO FAIR ISAAC CORP Technology 4.0 $7K 0.00% NEW $1690.75 -27.4%
985 ARGX ARGENX SE Healthcare 8.0 $7K 0.00% $841.00 -2.9%
986 PEBO PEOPLES BANCORP INC Financial Services 224.0 $7K 0.00% +2.0 +0.9% $30.03 +15.3%
987 LW LAMB WESTON HLDGS INC Consumer Defensive 160.0 $7K 0.00% +156.0 +3900.0% $41.89 +2.2%
988 ADP AUTOMATIC DATA PROCESSING IN Industrials 26.0 $7K 0.00% -38.0 -59.4% $257.23 -14.4%
989 BKH BLACK HILLS CORP Utilities 94.0 $7K 0.00% -1.0 -1.1% $69.43 +6.8%
990 GPC GENUINE PARTS CO Consumer Cyclical 53.0 $7K 0.00% -1.0 -1.9% $122.96 -20.6%
991 FCF FIRST COMWLTH FINL CORP PA Financial Services 386.0 $7K 0.00% -56.0 -12.7% $16.86 +11.1%
992 SLB SLB LIMITED Energy 169.0 $6K 0.00% +60.0 +55.0% $38.38 +49.2%
993 MGA MAGNA INTL INC Consumer Cyclical 121.0 $6K 0.00% +83.0 +218.4% $53.31 +18.4%
994 CENCORA INC 19.0 $6K 0.00% -1.0 -5.0% $337.79
995 EXP EAGLE MATLS INC Basic Materials 31.0 $6K 0.00% +25.0 +416.7% $206.71 -3.7%
996 AMG AFFILIATED MANAGERS GROUP IN Financial Services 22.0 $6K 0.00% -1.0 -4.3% $290.77 +4.1%
997 WASH WASHINGTON TR BANCORP INC Financial Services 216.0 $6K 0.00% -2.0 -0.9% $29.55 +8.7%
998 FAST FASTENAL CO Industrials 159.0 $6K 0.00% +25.0 +18.7% $40.13 +8.5%
999 HNRG HALLADOR ENERGY COMPANY Energy 334.0 $6K 0.00% $19.04 -6.6%
1000 PAX PATRIA INVESTMENTS LIMITED Financial Services 399.0 $6K 0.00% +58.0 +17.0% $15.89 -29.7%
Page 50 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%