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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 86 of 128  ·  2,556 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1701 CHCT COMMUNITY HEALTHCARE TR INC Real Estate 61.0 $1K +17.0 +38.6% $16.43 +7.9%
1702 MIDWESTONE FINL GROUP INC NE 26.0 $1K $38.50
1703 UBSI UNITED BANKSHARES INC WEST V Financial Services 26.0 $999.0 +12.0 +85.7% $38.42 +12.3%
1704 CBSH COMMERCE BANCSHARES INC Financial Services 19.0 $995.0 -195.0 -91.1% $52.37 -0.3%
1705 TRC TEJON RANCH CO Industrials 63.0 $994.0 +15.0 +31.2% $15.78 +23.8%
1706 PATHWARD FINANCIAL INC 14.0 $994.0 -3.0 -17.6% $71.00
1707 SHBI SHORE BANCSHARES INC Financial Services 56.0 $991.0 -13.0 -18.8% $17.70 +11.3%
1708 TRIP TRIPADVISOR INC Consumer Cyclical 68.0 $991.0 -3.0 -4.2% $14.57 -31.9%
1709 PFGC PERFORMANCE FOOD GROUP CO Consumer Defensive 11.0 $990.0 -3.0 -21.4% $90.00 +5.1%
1710 PRTA PROTHENA CORP PLC Healthcare 103.0 $984.0 $9.55 -2.1%
1711 PSMT PRICESMART INC Consumer Defensive 8.0 $982.0 -1.0 -11.1% $122.75 +35.2%
1712 SINCLAIR INC 64.0 $980.0 NEW $15.31
1713 LXFR LUXFER HLDGS PLC Industrials 72.0 $975.0 +17.0 +30.9% $13.54 +17.5%
1714 APARTMENT INVT & MGMT CO 164.0 $975.0 NEW $5.95
1715 DJCO DAILY JOURNAL CORP Technology 2.0 $975.0 $487.50 -4.5%
1716 LII LENNOX INTL INC Industrials 2.0 $972.0 -3.0 -60.0% $486.00 -1.1%
1717 ZEVRA THERAPEUTICS INC 108.0 $968.0 +42.0 +63.6% $8.96
1718 SQM SOCIEDAD QUIMICA Y MINERA DE Basic Materials 14.0 $964.0 +1.0 +7.7% $68.86 +18.2%
1719 PRLB PROTO LABS INC Industrials 19.0 $962.0 $50.63 +40.5%
1720 AVT AVNET INC Technology 20.0 $962.0 -155.0 -88.6% $48.10 +73.4%
Page 86 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%