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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 61 of 128  ·  2,556 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1201 WDS WOODSIDE ENERGY GROUP LTD Energy 245.0 $4K 0.00% -10.0 -3.9% $15.59 +44.9%
1202 IVR INVESCO MORTGAGE CAPITAL INC Real Estate 454.0 $4K 0.00% -158.0 -25.8% $8.41 -6.4%
1203 MOH MOLINA HEALTHCARE INC Healthcare 22.0 $4K 0.00% -726.0 -97.1% $173.55 +6.1%
1204 SCZ ISHARES TR 49.0 $4K 0.00% NEW $77.53 +9.8%
1205 RTO RENTOKIL INITIAL PLC Industrials 128.0 $4K 0.00% +10.0 +8.5% $29.46 +6.4%
1206 BGS B & G FOODS INC NEW Consumer Defensive 874.0 $4K 0.00% -197.0 -18.4% $4.30 -3.0%
1207 INSW INTERNATIONAL SEAWAYS INC Energy 77.0 $4K 0.00% -1.0 -1.3% $48.56 +72.0%
1208 TYRA TYRA BIOSCIENCES INC Healthcare 142.0 $4K 0.00% $26.30 +23.5%
1209 MD PEDIATRIX MEDICAL GROUP INC Healthcare 174.0 $4K 0.00% +5.0 +3.0% $21.39 -0.6%
1210 HIG HARTFORD INSURANCE GROUP INC Financial Services 27.0 $4K 0.00% -2.0 -6.9% $137.81 -1.3%
1211 LNC LINCOLN NATL CORP IND Financial Services 83.0 $4K 0.00% -2.0 -2.4% $44.70 -19.4%
1212 EQBK EQUITY BANCSHARES INC Financial Services 83.0 $4K 0.00% +1.0 +1.2% $44.65 +3.0%
1213 KB KB FINL GROUP INC Financial Services 43.0 $4K 0.00% +14.0 +48.3% $86.05 +21.9%
1214 BOH BANK HAWAII CORP Financial Services 54.0 $4K 0.00% +53.0 +5300.0% $68.37 +13.8%
1215 OI O-I GLASS INC Consumer Cyclical 249.0 $4K 0.00% -280.0 -52.9% $14.76 -40.2%
1216 ALK ALASKA AIR GROUP INC Industrials 73.0 $4K 0.00% -1K -94.8% $50.30 -17.8%
1217 ORGO ORGANOGENESIS HLDGS INC Healthcare 708.0 $4K 0.00% $5.18 -48.7%
1218 FFIC FLUSHING FINL CORP Financial Services 241.0 $4K 0.00% +33.0 +15.9% $15.17 +4.6%
1219 TTD THE TRADE DESK INC Technology 96.0 $4K 0.00% +30.0 +45.5% $37.97 -41.1%
1220 LAZ LAZARD INC Financial Services 75.0 $4K 0.00% +63.0 +525.0% $48.56 -1.0%
Page 61 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%