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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 18 of 65  ·  1,284 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 HPE HEWLETT PACKARD ENTERPRISE C Technology 1,224.0 $55K 0.01% +702.0 +134.5% $45.11 +20.6%
342 AEIS ADVANCED ENERGY INDS Industrials 148.0 $55K 0.01% +76.0 +105.6% $372.87 -23.0%
343 HBAN HUNTINGTON BANCSHARES INC Financial Services 3,109.0 $55K 0.01% +3K +472.6% $17.73 -4.9%
344 SSNC SS&C TECH HLDGS Technology 887.0 $55K 0.01% +470.0 +112.7% $62.05 +34.5%
345 KRC KILROY REALTY CORP Real Estate 1,453.0 $54K 0.01% +544.0 +59.9% $37.47 -2.1%
346 ZION ZIONS BANCORPORATION NATL AS Financial Services 781.0 $54K 0.01% +431.0 +123.1% $69.19 -1.9%
347 VLO VALERO ENERGY CORP Energy 206.0 $54K 0.01% +110.0 +114.6% $260.44 +33.1%
348 MET METLIFE INC Financial Services 629.0 $53K 0.01% +179.0 +39.8% $84.61 +13.8%
349 CLH CLEAN HARBORS INC Industrials 177.0 $53K 0.01% +25.0 +16.4% $298.75 +4.4%
350 GSK GSK PLC Healthcare 1,006.0 $53K 0.01% +292.0 +40.9% $52.42 -4.1%
351 BMO BANK MONTREAL MEDIUM Financial Services 297.0 $52K 0.01% +82.0 +38.1% $176.70 -2.6%
352 NOC NORTHROP GRUMMAN CORP Industrials 103.0 $52K 0.01% +42.0 +68.8% $509.31 +7.0%
353 BX BLACKSTONE INC Financial Services 445.0 $52K 0.01% +382.0 +606.4% $117.67 +22.1%
354 PBF PBF ENERGY INC Energy 1,143.0 $52K 0.01% +627.0 +121.5% $45.52 +50.7%
355 LKQ LKQ CORP Consumer Cyclical 1,964.0 $52K 0.01% +2K +1434.4% $26.33 -3.7%
356 SCHW SCHWAB CHARLES CORP Financial Services 560.0 $52K 0.01% +292.0 +109.0% $92.27 +17.1%
357 TXN TEXAS INSTRS INC Technology 173.0 $51K 0.01% +76.0 +78.3% $297.58 -10.4%
358 STT STATE STR CORP Financial Services 303.0 $51K 0.01% +47.0 +18.4% $169.60 +14.0%
359 DRS LEONARDO DRS INC Industrials 1,204.0 $51K 0.01% +529.0 +78.4% $42.67 -8.8%
360 TDC TERADATA CORP DEL Technology 1,479.0 $51K 0.01% +900.0 +155.4% $34.65 -17.6%
Page 18 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%