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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 33 of 65  ·  1,284 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 HUDSON PACIFIC PROPERTIES IN 1,012.0 $15K 0.00% +996.0 +6225.0% $15.19
642 TNK TEEKAY TANKERS LTD Energy 234.0 $15K 0.00% +4.0 +1.7% $64.87 +36.7%
643 PRGS PROGRESS SOFTWARE CORP Technology 452.0 $15K 0.00% +347.0 +330.5% $33.58 +33.3%
644 RPD RAPID7 INC Technology 1,866.0 $15K 0.00% +1K +371.2% $8.10 +64.1%
645 NSP INSPERITY INC Industrials 362.0 $15K 0.00% +181.0 +100.0% $41.31 +29.6%
646 CWT CALIFORNIA WTR SVC GROUP Utilities 302.0 $15K 0.00% +6.0 +2.0% $48.65 +3.8%
647 TEVA TEVA PHARMACEUTICAL INDS LTD Healthcare 431.0 $15K 0.00% +37.0 +9.4% $33.88 +7.6%
648 JXN JACKSON FINANCIAL INC Financial Services 142.0 $15K 0.00% +40.0 +39.2% $102.39 +31.0%
649 TEX TEREX CORP NEW Industrials 199.0 $14K 0.00% +189.0 +1890.0% $72.39 -12.0%
650 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 367.0 $14K 0.00% +94.0 +34.4% $38.73 +65.3%
651 ELAN ELANCO ANIMAL HEALTH INC Healthcare 576.0 $14K 0.00% +80.0 +16.1% $24.61 -2.0%
652 NOK NOKIA CORP Technology 1,060.0 $14K 0.00% +865.0 +443.6% $13.28 -23.1%
653 AVT AVNET INC Technology 157.0 $14K 0.00% +137.0 +685.0% $88.82 -0.2%
654 SHG SHINHAN FINANCIAL GROUP CO L Financial Services 220.0 $14K 0.00% +146.0 +197.3% $63.25 +25.1%
655 CENCORA INC 49.0 $14K 0.00% +30.0 +157.9% $283.00
656 CTVA CORTEVA INC Basic Materials 163.0 $14K 0.00% +77.0 +89.5% $84.69 -0.9%
657 MSGS MADISON SQUARE GRDN SPRT COR Communication Services 34.0 $14K 0.00% +18.0 +112.5% $401.85 -3.1%
658 MELI MERCADOLIBRE INC Consumer Cyclical 8.0 $14K 0.00% +6.0 +300.0% $1697.50 +15.8%
659 CSL CARLISLE COS INC Industrials 37.0 $13K 0.00% +23.0 +164.3% $362.76 -1.7%
660 HDB HDFC BANK LTD Financial Services 519.0 $13K 0.00% +9.0 +1.8% $25.83 -10.6%
Page 33 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%