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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 60 of 128  ·  2,556 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1181 MELI MERCADOLIBRE INC Consumer Cyclical 2.0 $4K 0.00% -8.0 -80.0% $2014.50 -17.4%
1182 CYBERARK SOFTWARE LTD 9.0 $4K 0.00% +2.0 +28.6% $446.11
1183 GIC GLOBAL INDUSTRIAL COMPANY Industrials 137.0 $4K 0.00% -8.0 -5.5% $29.23 +1.8%
1184 QCRH QCR HOLDINGS INC Financial Services 48.0 $4K 0.00% -1.0 -2.0% $83.31 +9.1%
1185 GIL GILDAN ACTIVEWEAR INC Consumer Cyclical 64.0 $4K 0.00% +34.0 +113.3% $62.47 -6.9%
1186 PPL PPL CORP Utilities 114.0 $4K 0.00% -43.0 -27.4% $35.03 +3.7%
1187 CSGS CSG SYS INTL INC Technology 52.0 $4K 0.00% $76.69 +5.2%
1188 NU NU HLDGS LTD Financial Services 238.0 $4K 0.00% +20.0 +9.2% $16.74 -24.0%
1189 SHG SHINHAN FINANCIAL GROUP CO L Financial Services 74.0 $4K 0.00% +29.0 +64.4% $53.64 +19.9%
1190 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 44.0 $4K 0.00% -596.0 -93.1% $89.82 -5.0%
1191 POWI POWER INTEGRATIONS INC Technology 111.0 $4K 0.00% +22.0 +24.7% $35.54 +99.3%
1192 KRNY KEARNY FINL CORP MD Financial Services 532.0 $4K 0.00% +72.0 +15.7% $7.41 +10.6%
1193 MNKD MANNKIND CORP Healthcare 686.0 $4K 0.00% +38.0 +5.9% $5.67 -40.4%
1194 LNG CHENIERE ENERGY INC Energy 20.0 $4K 0.00% -281.0 -93.4% $194.40 +23.9%
1195 ALHC ALIGNMENT HEALTHCARE INC Healthcare 196.0 $4K 0.00% $19.75 -17.2%
1196 LKQ LKQ CORP Consumer Cyclical 128.0 $4K 0.00% +112.0 +700.0% $30.20 -10.1%
1197 MFA MFA FINL INC Real Estate 415.0 $4K 0.00% -341.0 -45.1% $9.31 +1.5%
1198 ASC ARDMORE SHIPPING CORP Industrials 364.0 $4K 0.00% -7.0 -1.9% $10.59 +77.8%
1199 OFG OFG BANCORP Financial Services 94.0 $4K 0.00% $40.99 +9.9%
1200 MATX MATSON INC Industrials 31.0 $4K 0.00% NEW $123.58 +47.1%
Page 60 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%