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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 51 of 128  ·  2,556 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1001 CERS CERUS CORP Healthcare 3,074.0 $6K 0.00% -97.0 -3.1% $2.06 +33.0%
1002 OPEN OPENDOOR TECHNOLOGIES INC Real Estate 1,086.0 $6K 0.00% $5.83 -21.6%
1003 CNXN PC CONNECTION INC Technology 109.0 $6K 0.00% -69.0 -38.8% $57.76 +11.1%
1004 WPM WHEATON PRECIOUS METALS CORP Basic Materials 53.0 $6K 0.00% $117.53 +8.2%
1005 BIOHAVEN LTD 551.0 $6K 0.00% NEW $11.29
1006 PCOR PROCORE TECHNOLOGIES INC Technology 85.0 $6K 0.00% +7.0 +9.0% $72.74 -36.2%
1007 PBR PETROLEO BRASILEIRO SA PETRO Energy 519.0 $6K 0.00% +152.0 +41.4% $11.85 +69.0%
1008 YELP YELP INC Communication Services 202.0 $6K 0.00% +189.0 +1453.8% $30.39 -26.1%
1009 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 22.0 $6K 0.00% -4.0 -15.4% $278.95 -9.0%
1010 CHKP CHECK POINT SOFTWARE TECH LT Technology 33.0 $6K 0.00% -13.0 -28.3% $185.58 -29.0%
1011 ODFL OLD DOMINION FREIGHT LINE IN Industrials 39.0 $6K 0.00% +6.0 +18.2% $156.82 +32.4%
1012 VALE VALE S A Basic Materials 469.0 $6K 0.00% $13.03 +25.5%
1013 UHAL U HAUL HOLDING COMPANY Industrials 121.0 $6K 0.00% +23.0 +23.5% $50.41 -0.3%
1014 CM CANADIAN IMPERIAL BANK OF CO Financial Services 67.0 $6K 0.00% $90.61 +26.8%
1015 BIO BIO RAD LABS INC Healthcare 20.0 $6K 0.00% +1.0 +5.3% $303.00 -5.4%
1016 RPD RAPID7 INC Technology 396.0 $6K 0.00% +356.0 +890.0% $15.20 -51.9%
1017 EEFT EURONET WORLDWIDE INC Technology 79.0 $6K 0.00% -159.0 -66.8% $76.11 -12.6%
1018 FSLR FIRST SOLAR INC Energy 23.0 $6K 0.00% +13.0 +130.0% $261.26 -4.7%
1019 FORGE GLOBAL HOLDINGS INC 134.0 $6K 0.00% +27.0 +25.2% $44.57
1020 DHT DHT HOLDINGS INC Energy 488.0 $6K 0.00% +76.0 +18.4% $12.21 +45.4%
Page 51 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%