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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 91 of 128  ·  2,556 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1801 FIBK FIRST INTST BANCSYSTEM INC Financial Services 22.0 $762.0 +1.0 +4.8% $34.64 +1.6%
1802 RMR RMR GROUP INC Real Estate 51.0 $760.0 -135.0 -72.6% $14.90 +33.0%
1803 HOG HARLEY DAVIDSON INC Consumer Cyclical 37.0 $759.0 -66.0 -64.1% $20.51 +13.1%
1804 DOC HEALTHPEAK PROPERTIES INC Real Estate 47.0 $756.0 -32.0 -40.5% $16.09 +22.1%
1805 POTLATCHDELTIC CORPORATION 19.0 $756.0 +3.0 +18.8% $39.79
1806 WAY WAYSTAR HLDG CORP Technology 23.0 $754.0 $32.78 -41.4%
1807 CENTRAIS ELET BRAS SA 82.0 $752.0 +28.0 +51.9% $9.17
1808 PFS PROVIDENT FINL SVCS INC Financial Services 38.0 $751.0 $19.76 +12.1%
1809 SD SANDRIDGE ENERGY INC Energy 52.0 $751.0 +31.0 +147.6% $14.44 +7.5%
1810 TLN TALEN ENERGY CORP Utilities 2.0 $750.0 $375.00 -8.1%
1811 BETTER HOME & FINANCE HOLDIN 23.0 $750.0 $32.61
1812 HLIO HELIOS TECHNOLOGIES INC Industrials 14.0 $749.0 $53.50 +45.7%
1813 GRFS GRIFOLS S A Healthcare 80.0 $748.0 +32.0 +66.7% $9.35 -13.3%
1814 OUTFRONT MEDIA INC 31.0 $748.0 +3.0 +10.7% $24.13
1815 NECB NORTHEAST CMNTY BANCORP INC Financial Services 33.0 $747.0 +1.0 +3.1% $22.64 +6.6%
1816 JD JD.COM INC Consumer Cyclical 26.0 $747.0 -53.0 -67.1% $28.73 +9.5%
1817 CERIBELL INC 34.0 $746.0 NEW $21.94
1818 MEG MONTROSE ENVIRONMENTAL GROUP Industrials 30.0 $745.0 +3.0 +11.1% $24.83 -38.1%
1819 ZIP ZIPRECRUITER INC Industrials 191.0 $745.0 +1.0 +0.5% $3.90 -14.1%
1820 CUSHMAN AND WAKEFIELD LTD 46.0 $745.0 NEW $16.20
Page 91 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%