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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 64 of 128  ·  2,556 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1261 EHAB ENHABIT INC Healthcare 352.0 $3K 0.00% -8.0 -2.2% $9.22 +49.6%
1262 NCLH NORWEGIAN CRUISE LINE HLDG L Consumer Cyclical 145.0 $3K 0.00% -5.0 -3.3% $22.34 -27.1%
1263 BBNX BETA BIONICS INC Healthcare 106.0 $3K 0.00% $30.47 -61.2%
1264 NAGE NIAGEN BIOSCIENCE INC Healthcare 507.0 $3K 0.00% -156.0 -23.5% $6.36 -42.5%
1265 BELFB BEL FUSE INC Technology 19.0 $3K 0.00% $169.63 +59.2%
1266 BILI BILIBILI INC Technology 131.0 $3K 0.00% +90.0 +219.5% $24.60 -29.9%
1267 CHRW C H ROBINSON WORLDWIDE INC Industrials 20.0 $3K 0.00% -2.0 -9.1% $160.80 +8.4%
1268 EQT EQT CORP Energy 60.0 $3K 0.00% -3.0 -4.8% $53.60 +8.1%
1269 LPLA LPL FINL HLDGS INC Financial Services 9.0 $3K 0.00% -2.0 -18.2% $357.22 -20.0%
1270 AIZ ASSURANT INC Financial Services 13.0 $3K 0.00% -1.0 -7.1% $246.23 +3.5%
1271 FBP FIRST BANCORP P R Financial Services 154.0 $3K 0.00% $20.73 +16.3%
1272 TNC TENNANT CO Industrials 43.0 $3K 0.00% -47.0 -52.2% $73.72 +13.8%
1273 COIN COINBASE GLOBAL INC Financial Services 14.0 $3K 0.00% -1.0 -6.7% $226.14 -18.2%
1274 TCOM TRIP COM GROUP LTD Consumer Cyclical 44.0 $3K 0.00% +5.0 +12.8% $71.93 -35.5%
1275 MCW MISTER CAR WASH INC Consumer Cyclical 567.0 $3K 0.00% +159.0 +39.0% $5.56 +27.7%
1276 PLNT PLANET FITNESS INC Consumer Cyclical 29.0 $3K 0.00% -22.0 -43.1% $108.48 -52.0%
1277 CNP CENTERPOINT ENERGY INC Utilities 82.0 $3K 0.00% -5.0 -5.8% $38.34 +11.7%
1278 AUB ATLANTIC UN BANKSHARES CORP Financial Services 89.0 $3K 0.00% -1.0 -1.1% $35.30 +6.4%
1279 LYV LIVE NATION ENTERTAINMENT IN Communication Services 22.0 $3K 0.00% +1.0 +4.8% $142.50 +16.2%
1280 NABL N-ABLE INC Technology 418.0 $3K 0.00% -600.0 -58.9% $7.48 -51.1%
Page 64 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%