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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 15 of 65  ·  1,284 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 KEY KEYCORP Financial Services 2,981.0 $69K 0.02% +1K +73.5% $23.05 -5.0%
282 ALV AUTOLIV INC Consumer Cyclical 587.0 $68K 0.02% +293.0 +99.7% $116.17 +6.0%
283 CPRT COPART INC Industrials 2,415.0 $68K 0.02% +2K +199.3% $28.19 +15.9%
284 ALGN ALIGN TECHNOLOGY INC Healthcare 400.0 $67K 0.02% +12.0 +3.1% $168.66 -5.1%
285 STE STERIS PLC Healthcare 320.0 $67K 0.02% +37.0 +13.1% $210.57 +11.7%
286 EVEREST GROUP LTD 187.0 $67K 0.02% +31.0 +19.9% $357.24
287 TD TORONTO DOMINION BK ONT Financial Services 549.0 $67K 0.02% +217.0 +65.4% $121.43 -1.4%
288 VZ VERIZON COMMUNICATIONS INC Communication Services 1,573.0 $67K 0.02% +1K +221.7% $42.34 +17.2%
289 GFS GLOBALFOUNDRIES INC Technology 804.0 $66K 0.02% +9.0 +1.1% $82.41 -44.1%
290 HDV ISHARES TR 2,410.0 $66K 0.02% +2K +400.0% $27.41 +7.4%
291 MO ALTRIA GROUP INC Consumer Defensive 915.0 $66K 0.02% +459.0 +100.7% $71.95 -5.8%
292 OHI OMEGA HEALTHCARE INVS INC Real Estate 1,375.0 $66K 0.02% +38.0 +2.8% $47.68 -3.5%
293 ATI ATI INC Industrials 332.0 $65K 0.02% +72.0 +27.7% $197.10 +7.7%
294 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 749.0 $65K 0.02% +697.0 +1340.4% $87.22 +4.5%
295 CORPAY INC 196.0 $65K 0.02% +173.0 +752.2% $333.27
296 UNILEVER PLC 1,083.0 $65K 0.01% +519.0 +92.0% $60.12
297 IJH ISHARES TR 843.0 $65K 0.01% +218.0 +34.9% $77.11 -0.8%
298 GS GOLDMAN SACHS GROUP INC Financial Services 64.0 $65K 0.01% +22.0 +52.4% $1011.38 +2.8%
299 PRU PRUDENTIAL FINL INC Financial Services 596.0 $64K 0.01% +501.0 +527.4% $107.93 +10.7%
300 SJM SMUCKER J M CO Consumer Defensive 568.0 $64K 0.01% +524.0 +1190.9% $112.50 +17.7%
Page 15 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%