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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 35 of 65  ·  1,284 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 HCI HCI GROUP INC Financial Services 69.0 $12K 0.00% +16.0 +30.2% $175.26 +6.3%
682 GRAL GRAIL INC Healthcare 177.0 $12K 0.00% +10.0 +6.0% $68.27 +17.2%
683 RKT ROCKET COS INC Financial Services 758.0 $12K 0.00% +647.0 +582.9% $15.75 -12.6%
684 ZTS ZOETIS INC Healthcare 166.0 $12K 0.00% +83.0 +100.0% $71.86 +7.6%
685 HALO HALOZYME THERAPEUTICS INC Healthcare 152.0 $12K 0.00% +80.0 +111.1% $78.28 +34.6%
686 WRLD WORLD ACCEP CORPORATION Financial Services 53.0 $12K 0.00% +32.0 +152.4% $223.83 -15.9%
687 MAR MARRIOTT INTL INC NEW Consumer Cyclical 32.0 $12K 0.00% +4.0 +14.3% $370.59 -5.3%
688 EL LAUDER ESTEE COS INC Consumer Defensive 150.0 $12K 0.00% +48.0 +47.1% $78.95 +31.0%
689 MTH MERITAGE HOMES CORP Consumer Cyclical 141.0 $12K 0.00% +140.0 +10000.0% $83.85 -15.3%
690 PBA PEMBINA PIPELINE CORP Energy 255.0 $12K 0.00% +17.0 +7.1% $46.25 +3.8%
691 QNST QUINSTREET INC Communication Services 805.0 $12K 0.00% +657.0 +443.9% $14.65 +30.9%
692 FTV FORTIVE CORP Technology 193.0 $12K 0.00% +109.0 +129.8% $61.09 -2.3%
693 MFC MANULIFE FINL CORP Financial Services 290.0 $12K 0.00% +148.0 +104.2% $40.51 +5.6%
694 CM CANADIAN IMPERIAL BANK OF CO Financial Services 101.0 $12K 0.00% +34.0 +50.8% $115.00 -0.6%
695 RELY REMITLY GLOBAL INC Technology 517.0 $12K 0.00% +357.0 +223.1% $22.41 +18.5%
696 ERIC TELEFONAKTIEBOLAGET LM ERICS Technology 1,037.0 $12K 0.00% +485.0 +87.9% $11.15 -10.8%
697 HLN HALEON PLC Healthcare 1,239.0 $12K 0.00% +529.0 +74.5% $9.33 +8.4%
698 PD PAGERDUTY INC Technology 1,196.0 $12K 0.00% +1K +10000.0% $9.65 +43.3%
699 ATEC ALPHATEC HLDGS INC Healthcare 1,318.0 $11K 0.00% +1K +572.5% $8.65 +9.1%
700 LUV SOUTHWEST AIRLS CO Industrials 220.0 $11K 0.00% +77.0 +53.9% $51.42 -22.9%
Page 35 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%