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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 9 of 128  ·  2,556 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 A AGILENT TECHNOLOGIES INC Healthcare 847.0 $115K 0.03% +16.0 +1.9% $136.07 -15.6%
162 TRMB TRIMBLE INC Technology 1,469.0 $115K 0.03% +27.0 +1.9% $78.35 -28.6%
163 MMM 3M CO Industrials 718.0 $115K 0.03% +42.0 +6.2% $160.10 -5.3%
164 TRV TRAVELERS COMPANIES INC Financial Services 396.0 $115K 0.03% -18.0 -4.3% $290.06 +5.8%
165 G GENPACT LIMITED Technology 2,453.0 $115K 0.03% +785.0 +47.1% $46.78 -31.6%
166 TEL TE CONNECTIVITY PLC Technology 493.0 $112K 0.03% +7.0 +1.4% $227.51 -11.5%
167 ECL ECOLAB INC Basic Materials 425.0 $112K 0.03% -5.0 -1.2% $262.52 -4.7%
168 ADT ADT INC DEL Industrials 13,811.0 $111K 0.03% -547.0 -3.8% $8.07 -13.3%
169 ETSY INC 2,006.0 $111K 0.03% -143.0 -6.7% $55.44
170 SYLD CAMBRIA ETF TR 1,574.0 $109K 0.03% $69.52 +12.6%
171 TNL TRAVEL PLUS LEISURE CO Consumer Cyclical 1,526.0 $108K 0.03% +15.0 +1.0% $70.55 -8.0%
172 XMVM INVESCO EXCHANGE TRADED FD T 1,665.0 $107K 0.03% $64.16 +7.0%
173 TSN TYSON FOODS INC Consumer Defensive 1,815.0 $106K 0.03% -213.0 -10.5% $58.62 +13.5%
174 MANH MANHATTAN ASSOCIATES INC Technology 613.0 $106K 0.03% -233.0 -27.5% $173.31 -22.4%
175 TFX TELEFLEX INCORPORATED Healthcare 871.0 $106K 0.03% -261.0 -23.1% $121.97 +10.8%
176 WDC WESTERN DIGITAL CORP Technology 615.0 $106K 0.03% +230.0 +59.7% $172.27 +166.8%
177 CIEN CIENA CORP Technology 452.0 $106K 0.03% +38.0 +9.2% $233.87 +151.1%
178 IT GARTNER INC Technology 419.0 $106K 0.03% +259.0 +161.9% $252.28 -37.7%
179 ESTC ELASTIC N V Technology 1,399.0 $106K 0.03% +726.0 +107.9% $75.44 -28.6%
180 PG PROCTER AND GAMBLE CO Consumer Defensive 735.0 $105K 0.03% -837.0 -53.2% $143.38 -0.7%
Page 9 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%