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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 72 of 128  ·  2,556 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1421 CENTA CENTRAL GARDEN & PET CO Consumer Defensive 74.0 $2K 0.00% +15.0 +25.4% $29.20 +18.4%
1422 GTN GRAY MEDIA INC Communication Services 446.0 $2K 0.00% -306.0 -40.7% $4.84 -14.7%
1423 HLLY HOLLEY INC Consumer Cyclical 522.0 $2K 0.00% +6.0 +1.2% $4.13 -40.9%
1424 CVE CENOVUS ENERGY INC Energy 127.0 $2K 0.00% $16.92 +79.1%
1425 RKT ROCKET COS INC Financial Services 111.0 $2K 0.00% +44.0 +65.7% $19.36 -29.6%
1426 FCNCA FIRST CTZNS BANCSHARES INC D Financial Services 1.0 $2K 0.00% $2147.00 -7.3%
1427 CNS COHEN & STEERS INC Financial Services 34.0 $2K 0.00% NEW $62.79 +14.9%
1428 QNST QUINSTREET INC Communication Services 148.0 $2K 0.00% -66.0 -30.8% $14.37 -16.6%
1429 ASGN ASGN INC Technology 44.0 $2K 0.00% -113.0 -72.0% $48.18 -60.4%
1430 INDIVIOR PLC 59.0 $2K 0.00% NEW $35.88
1431 CARG CARGURUS INC Consumer Cyclical 55.0 $2K 0.00% +8.0 +17.0% $38.36 -28.1%
1432 BIPC BROOKFIELD INFRASTRUCTURE CO Utilities 46.0 $2K 0.00% +30.0 +187.5% $45.41 -7.2%
1433 AMAL AMALGAMATED FINANCIAL CORP Financial Services 65.0 $2K 0.00% -2.0 -3.0% $32.03 +29.2%
1434 KSS KOHLS CORP Consumer Cyclical 102.0 $2K 0.00% +5.0 +5.2% $20.41 -37.8%
1435 ACDC PROFRAC HLDG CORP Energy 535.0 $2K 0.00% +446.0 +501.1% $3.89 +90.2%
1436 CCS CENTURY CMNTYS INC Consumer Cyclical 35.0 $2K 0.00% -104.0 -74.8% $59.37 -11.7%
1437 BFH BREAD FINANCIAL HOLDINGS INC Financial Services 28.0 $2K 0.00% +6.0 +27.3% $74.04 +15.9%
1438 LRMR LARIMAR THERAPEUTICS INC Healthcare 544.0 $2K 0.00% +8.0 +1.5% $3.81 -6.3%
1439 ACVA ACV AUCTIONS INC Consumer Cyclical 257.0 $2K 0.00% NEW $8.02 -26.5%
1440 OFLX OMEGA FLEX INC Industrials 70.0 $2K 0.00% +7.0 +11.1% $29.44 -2.6%
Page 72 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%