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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 6 of 136  ·  2,712 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 NWSA NEWS CORP NEW Communication Services 4,960.0 $152K 0.05% NEW $30.71 -15.9%
102 AVSU AMERICAN CENTY ETF TR 2,059.0 $151K 0.05% NEW $73.57 +14.9%
103 CW CURTISS WRIGHT CORP Industrials 272.0 $148K 0.04% NEW $542.94 +33.7%
104 ARE ALEXANDRIA REAL ESTATE EQ IN Real Estate 1,771.0 $148K 0.04% NEW $83.34 -43.1%
105 ZS ZSCALER INC Technology 492.0 $147K 0.04% NEW $299.66 -42.6%
106 MOH MOLINA HEALTHCARE INC Healthcare 748.0 $143K 0.04% NEW $191.36 -6.3%
107 PKW INVESCO EXCHANGE TRADED FD T 1,080.0 $143K 0.04% NEW $132.48 +2.4%
108 DFIV DIMENSIONAL ETF TRUST 3,097.0 $143K 0.04% NEW $46.12 +20.5%
109 ETSY INC 2,149.0 $143K 0.04% NEW $66.39
110 ABNB AIRBNB INC Consumer Cyclical 1,157.0 $141K 0.04% NEW $121.45 +10.9%
111 TFX TELEFLEX INCORPORATED Healthcare 1,132.0 $138K 0.04% NEW $122.31 +9.2%
112 COST COSTCO WHSL CORP NEW Consumer Defensive 149.0 $138K 0.04% NEW $924.20 +17.2%
113 DFAS DIMENSIONAL ETF TRUST 1,977.0 $135K 0.04% NEW $68.46 +11.5%
114 GWRE GUIDEWIRE SOFTWARE INC Technology 588.0 $135K 0.04% NEW $229.86 -39.4%
115 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 951.0 $134K 0.04% NEW $140.38 +10.2%
116 ZBRA ZEBRA TECHNOLOGIES CORPORATI Technology 449.0 $133K 0.04% NEW $297.16 -17.4%
117 BBY BEST BUY INC Consumer Cyclical 1,759.0 $133K 0.04% NEW $75.62 -20.2%
118 DD DUPONT DE NEMOURS INC Basic Materials 1,675.0 $130K 0.04% NEW $77.90 -38.8%
119 EIX EDISON INTL Utilities 2,353.0 $130K 0.04% NEW $55.28 +26.5%
120 CNC CENTENE CORP DEL Healthcare 3,628.0 $129K 0.04% NEW $35.68 +62.8%
Page 6 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%