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Portfolio (Quarterly) Guide ↗

True Wealth Design, LLC

· CIK 0001966033
13F Portfolio $420M AUM 2,656 positions Filed Jul 16, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 437 New 1284 Added 652 Reduced 338 Exited
Page 12 of 65  ·  1,284 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 FFIV F5 INC Technology 211.0 $88K 0.02% +201.0 +2010.0% $415.96 -3.0%
222 XOM EXXON MOBIL CORP Energy 641.0 $88K 0.02% +201.0 +45.7% $136.72 +15.1%
223 MSCI MSCI INC Financial Services 155.0 $87K 0.02% +100.0 +181.8% $560.05 +0.7%
224 UNM UNUM GROUP Financial Services 970.0 $87K 0.02% +362.0 +59.5% $89.40 +2.4%
225 TXT TEXTRON INC Industrials 939.0 $86K 0.02% +119.0 +14.5% $91.73 -9.6%
226 VRTX VERTEX PHARMACEUTICALS INC Healthcare 173.0 $86K 0.02% +161.0 +1341.7% $496.73 +9.2%
227 MS MORGAN STANLEY Financial Services 411.0 $86K 0.02% +144.0 +53.9% $209.04 +2.4%
228 CRUS CIRRUS LOGIC INC Technology 577.0 $86K 0.02% +24.0 +4.3% $148.53 -24.9%
229 HSBC HSBC HLDGS PLC Financial Services 900.0 $86K 0.02% +120.0 +15.4% $95.09 +8.7%
230 MKSI MKS INC. Technology 192.0 $85K 0.02% +109.0 +131.3% $444.80 -36.6%
231 CHE CHEMED CORP NEW Healthcare 183.0 $85K 0.02% +159.0 +662.5% $465.74 +16.7%
232 U UNITY SOFTWARE INC Technology 2,959.0 $85K 0.02% +3K +5001.7% $28.58 +57.1%
233 SAN BANCO SANTANDER SA Financial Services 6,115.0 $84K 0.02% +4K +137.2% $13.80 +6.5%
234 KO COCA COLA CO Consumer Defensive 1,037.0 $84K 0.02% +628.0 +153.6% $81.26 +10.0%
235 IVZ INVESCO LTD Financial Services 3,175.0 $84K 0.02% +895.0 +39.2% $26.39 +25.0%
236 MFG MIZUHO FINANCIAL GROUP INC Financial Services 8,722.0 $84K 0.02% +4K +79.3% $9.58 +9.1%
237 GRMN GARMIN LTD Technology 348.0 $83K 0.02% +200.0 +135.1% $237.54 +21.7%
238 MOS MOSAIC CO Basic Materials 3,876.0 $82K 0.02% +4K +10000.0% $21.19 +13.3%
239 RGA REINSURANCE GROUP AMER INC Financial Services 386.0 $82K 0.02% +41.0 +11.9% $212.65 +15.2%
240 NTRS NORTHERN TR CORP Financial Services 472.0 $82K 0.02% +158.0 +50.3% $173.84 +7.6%
Page 12 of 65  ·  1,284 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 24.3%
Industrials 17.4%
Financial Services 13.5%
Healthcare 11.0%
Consumer Cyclical 10.9%
Consumer Defensive 4.6%
Utilities 4.1%
Communication Services 4.1%
Real Estate 3.8%
Basic Materials 3.2%