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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 55 of 136  ·  2,712 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1081 PSO PEARSON PLC Communication Services 354.0 $5K 0.00% NEW $14.16 +7.1%
1082 AVTR AVANTOR INC Healthcare 399.0 $5K 0.00% NEW $12.48 -36.9%
1083 PAX PATRIA INVESTMENTS LIMITED Financial Services 341.0 $5K 0.00% NEW $14.60 -23.5%
1084 DOCS DOXIMITY INC Healthcare 68.0 $5K 0.00% NEW $73.16 -73.5%
1085 STLA STELLANTIS N.V Consumer Cyclical 530.0 $5K 0.00% NEW $9.34 -19.4%
1086 NBHC NATIONAL BK HLDGS CORP Financial Services 128.0 $5K 0.00% NEW $38.64 +8.5%
1087 DHT DHT HOLDINGS INC Energy 412.0 $5K 0.00% NEW $11.95 +48.6%
1088 MTD METTLER TOLEDO INTERNATIONAL Healthcare 4.0 $5K 0.00% NEW $1227.75 -11.2%
1089 AMCOR PLC 600.0 $5K 0.00% NEW $8.18
1090 RUN SUNRUN INC Energy 281.0 $5K 0.00% NEW $17.29 -20.8%
1091 BNDX VANGUARD CHARLOTTE FDS 98.0 $5K 0.00% NEW $49.47 -3.0%
1092 PEG PUBLIC SVC ENTERPRISE GRP IN Utilities 58.0 $5K 0.00% NEW $83.47 -6.0%
1093 PACS PACS GROUP INC Financial Services 351.0 $5K 0.00% NEW $13.73 +175.0%
1094 BLOCK INC 66.0 $5K 0.00% NEW $72.39
1095 GLOBUS MED INC 83.0 $5K 0.00% NEW $57.28
1096 BGS B & G FOODS INC NEW Consumer Defensive 1,071.0 $5K 0.00% NEW $4.43 -4.1%
1097 ORN ORION GROUP HLDGS INC Industrials 568.0 $5K 0.00% NEW $8.32 +64.9%
1098 R RYDER SYS INC Industrials 25.0 $5K 0.00% NEW $188.64 +24.5%
1099 NI NISOURCE INC Utilities 109.0 $5K 0.00% NEW $43.18 +10.5%
1100 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 70.0 $5K 0.00% NEW $67.07 -22.0%
Page 55 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%