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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 93 of 128  ·  2,556 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1841 RUSHA RUSH ENTERPRISES INC Consumer Cyclical 13.0 $702.0 +12.0 +1200.0% $54.00 +29.5%
1842 TDAY USA TODAY CO INC Communication Services 135.0 $696.0 -115.0 -46.0% $5.16 +44.5%
1843 MH MCGRAW HILL INC Consumer Defensive 42.0 $693.0 NEW $16.50 -26.1%
1844 BCAL CALIFORNIA BANCORP Financial Services 37.0 $691.0 +1.0 +2.8% $18.68 +1.7%
1845 RYAM RAYONIER ADVANCED MATLS INC Basic Materials 117.0 $690.0 +64.0 +120.8% $5.90 +44.0%
1846 KIM KIMCO RLTY CORP Real Estate 34.0 $690.0 -221.0 -86.7% $20.29 +18.5%
1847 TFIN TRIUMPH FINANCIAL INC Financial Services 11.0 $689.0 $62.64 +4.6%
1848 BOW BOWHEAD SPECIALTY HLDGS INC Financial Services 24.0 $685.0 +20.0 +500.0% $28.54 -0.3%
1849 ENVIRI CORP 38.0 $681.0 $17.92
1850 WSO WATSCO INC Industrials 2.0 $674.0 -3.0 -60.0% $337.00 +14.7%
1851 ANIK ANIKA THERAPEUTICS INC Healthcare 70.0 $673.0 +19.0 +37.2% $9.61 +56.2%
1852 POR PORTLAND GEN ELEC CO Utilities 14.0 $672.0 -1.0 -6.7% $48.00 +3.6%
1853 FIZZ NATIONAL BEVERAGE CORP Consumer Defensive 21.0 $670.0 +20.0 +2000.0% $31.90 +10.9%
1854 DCO DUCOMMUN INC DEL Industrials 7.0 $666.0 $95.14 +50.2%
1855 SKYWARD SPECIALTY INS GROUP 13.0 $665.0 NEW $51.15
1856 SMP STANDARD MTR PRODS INC Consumer Cyclical 18.0 $664.0 $36.89 +0.6%
1857 WT WISDOMTREE INC Financial Services 54.0 $659.0 $12.20 +57.5%
1858 DXPE DXP ENTERPRISES INC Industrials 6.0 $659.0 $109.83 +31.2%
1859 ELPC COMPANHIA PARANAENSE DE ENER Utilities 69.0 $657.0 NEW $9.52 +24.8%
1860 CNOB CONNECTONE BANCORP INC Financial Services 25.0 $656.0 $26.24 +13.5%
Page 93 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%