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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 78 of 128  ·  2,556 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1541 SNCY SUN CTRY AIRLS HLDGS INC Industrials 109.0 $2K -21.0 -16.1% $14.39 +12.3%
1542 BCBP BCB BANCORP INC Financial Services 194.0 $2K +33.0 +20.5% $8.07 +21.5%
1543 CALY TOPGOLF CALLAWAY BRANDS CORP Consumer Cyclical 134.0 $2K +91.0 +211.6% $11.67 +36.1%
1544 OTEX OPEN TEXT CORP Technology 48.0 $2K +16.0 +50.0% $32.58 -28.7%
1545 ONESTREAM INC 85.0 $2K NEW $18.39
1546 GPRE GREEN PLAINS INC Basic Materials 158.0 $2K $9.80 +53.7%
1547 WU WESTERN UN CO Financial Services 166.0 $2K +162.0 +4050.0% $9.31 -7.9%
1548 OLYMPIC STEEL INC 36.0 $2K -11.0 -23.4% $42.81
1549 TDY TELEDYNE TECHNOLOGIES INC Technology 3.0 $2K -3.0 -50.0% $511.00 +20.2%
1550 ARI APOLLO COML REAL EST FIN INC Real Estate 158.0 $2K -26.0 -14.1% $9.68 +13.1%
1551 SRI STONERIDGE INC Consumer Cyclical 264.0 $2K -165.0 -38.5% $5.79 +19.0%
1552 TU TELUS CORPORATION Communication Services 116.0 $2K +13.0 +12.6% $13.17 -5.7%
1553 ZYMEWORKS INC 58.0 $2K $26.34
1554 CPF CENTRAL PAC FINL CORP Financial Services 49.0 $2K $31.16 +11.7%
1555 OLMA OLEMA PHARMACEUTICALS INC Healthcare 61.0 $2K $25.00 -43.8%
1556 FCPT FOUR CORNERS PPTY TR INC Real Estate 66.0 $2K +14.0 +26.9% $23.06 +8.4%
1557 PFSI PENNYMAC FINL SVCS INC NEW Financial Services 12.0 $2K -1.0 -7.7% $126.75 -31.3%
1558 LC LENDINGCLUB CORP Financial Services 80.0 $2K $18.95 -16.8%
1559 SRCE 1ST SOURCE CORP Financial Services 24.0 $2K +1.0 +4.3% $62.50 +17.6%
1560 RNGR RANGER ENERGY SVCS INC Energy 107.0 $1K +33.0 +44.6% $13.98 +17.2%
Page 78 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%