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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 31 of 65  ·  1,284 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 QLYS QUALYS INC Technology 130.0 $18K 0.00% +87.0 +202.3% $137.49 +36.0%
602 SRE SEMPRA Utilities 192.0 $18K 0.00% +155.0 +418.9% $92.71 -9.1%
603 EEFT EURONET WORLDWIDE INC Technology 243.0 $18K 0.00% +164.0 +207.6% $73.19 -4.4%
604 SFM SPROUTS FMRS MKT INC Consumer Defensive 205.0 $17K 0.00% +62.0 +43.4% $84.58 -3.7%
605 DEI DOUGLAS EMMETT INC Real Estate 1,467.0 $17K 0.00% +1K +688.7% $11.80 -0.3%
606 EMN EASTMAN CHEM CO Basic Materials 258.0 $17K 0.00% +75.0 +41.0% $66.98 +9.0%
607 D DOMINION ENERGY INC Utilities 253.0 $17K 0.00% +44.0 +21.1% $68.29 -4.0%
608 KMB KIMBERLY-CLARK CORP Consumer Defensive 157.0 $17K 0.00% +148.0 +1644.4% $109.77 -0.2%
609 UBER UBER TECHNOLOGIES INC Technology 236.0 $17K 0.00% +28.0 +13.5% $72.16 +9.2%
610 WLK WESTLAKE CORPORATION Basic Materials 232.0 $17K 0.00% +214.0 +1188.9% $73.00 +3.7%
611 WDAY WORKDAY INC Technology 138.0 $17K 0.00% +87.0 +170.6% $122.42 +67.2%
612 ING ING GROEP N.V. Financial Services 537.0 $17K 0.00% +116.0 +27.6% $31.38 +12.3%
613 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 53.0 $17K 0.00% +31.0 +140.9% $317.55 -12.0%
614 UBSI UNITED BANKSHARES INC WEST V Financial Services 366.0 $17K 0.00% +340.0 +1307.7% $45.83 +3.9%
615 SEIC SEI INVTS CO Financial Services 191.0 $17K 0.00% +171.0 +855.0% $87.71 +27.3%
616 EQNR EQUINOR ASA Energy 532.0 $17K 0.00% +439.0 +472.0% $31.40 +31.8%
617 CNQ CANADIAN NAT RES LTD MED TER Energy 422.0 $17K 0.00% +151.0 +55.7% $39.50 +24.0%
618 FTS FORTIS INC Utilities 291.0 $17K 0.00% +151.0 +107.9% $57.23 -4.5%
619 PKX POSCO HOLDINGS INC Basic Materials 324.0 $17K 0.00% +134.0 +70.5% $51.38 +17.3%
620 NWL NEWELL BRANDS INC Consumer Defensive 2,698.0 $17K 0.00% +285.0 +11.8% $6.14 +0.5%
Page 31 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%