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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 36 of 65  ·  1,284 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 PTON PELOTON INTERACTIVE INC Consumer Cyclical 1,892.0 $11K 0.00% +2K +901.1% $5.91 -10.3%
702 CBOE CBOE GLOBAL MKTS INC Financial Services 46.0 $11K 0.00% +3.0 +7.0% $242.67 +29.4%
703 LNN LINDSAY CORP Industrials 90.0 $11K 0.00% +81.0 +900.0% $123.80 -7.7%
704 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 38.0 $11K 0.00% +28.0 +280.0% $293.18 +4.2%
705 SKM SK TELECOM CO LTD Communication Services 341.0 $11K 0.00% +92.0 +37.0% $32.16 +22.7%
706 BROOKFIELD ASSET MANAGMT LTD 240.0 $11K 0.00% +233.0 +3328.6% $44.85
707 FND FLOOR & DECOR HLDGS INC Consumer Cyclical 179.0 $11K 0.00% +132.0 +280.9% $59.36 -10.1%
708 BOH BANK HAWAII CORP Financial Services 130.0 $11K 0.00% +76.0 +140.7% $81.49 -5.2%
709 NXST NEXSTAR MEDIA GROUP INC Communication Services 59.0 $11K 0.00% +6.0 +11.3% $178.59 +0.7%
710 IOSP INNOSPEC INC Basic Materials 129.0 $10K 0.00% +91.0 +239.5% $81.40 +17.1%
711 BUNGE GLOBAL SA 98.0 $10K 0.00% +49.0 +100.0% $106.73
712 ACIW ACI WORLDWIDE INC Technology 206.0 $10K 0.00% +151.0 +274.6% $50.29 +7.8%
713 PUK PRUDENTIAL PLC Financial Services 377.0 $10K 0.00% +39.0 +11.5% $26.81 +3.4%
714 ASB ASSOCIATED BANC-CORP Financial Services 327.0 $10K 0.00% +164.0 +100.6% $30.77 +0.1%
715 IRWD IRONWOOD PHARMACEUTICALS INC Healthcare 2,390.0 $10K 0.00% +29.0 +1.2% $4.21 +0.7%
716 SOLV SOLVENTUM CORP Healthcare 130.0 $10K 0.00% +43.0 +49.4% $77.15 +17.9%
717 MSA MSA SAFETY INC Industrials 57.0 $10K 0.00% +35.0 +159.1% $174.60 +9.8%
718 QTWO Q2 HLDGS INC Technology 206.0 $10K 0.00% +186.0 +930.0% $48.10 +36.5%
719 KGC KINROSS GOLD CORP Basic Materials 419.0 $10K 0.00% +22.0 +5.5% $23.62 +37.7%
720 WDS WOODSIDE ENERGY GROUP LTD Energy 512.0 $10K 0.00% +267.0 +109.0% $19.32 +20.5%
Page 36 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%