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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 38 of 65  ·  1,284 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 TRP TC ENERGY CORP Energy 134.0 $9K 0.00% +9.0 +7.2% $66.29 -6.4%
742 XERS XERIS BIOPHARMA HOLDINGS INC Healthcare 1,119.0 $9K 0.00% +108.0 +10.7% $7.92 +8.6%
743 ARES ARES MANAGEMENT CORPORATION Financial Services 77.0 $9K 0.00% +12.0 +18.5% $111.31 +27.9%
744 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 98.0 $9K 0.00% +12.0 +13.9% $87.04 +10.9%
745 FCF FIRST COMWLTH FINL CORP PA Financial Services 417.0 $8K 0.00% +31.0 +8.0% $20.33 +2.3%
746 NTR NUTRIEN LTD Basic Materials 133.0 $8K 0.00% +37.0 +38.5% $62.95 +16.1%
747 MTSI MACOM TECH SOLUTIONS HLDGS I Technology 22.0 $8K 0.00% +5.0 +29.4% $380.41 -27.1%
748 INTERNATIONAL BANCSHARES COR 110.0 $8K 0.00% +79.0 +254.8% $75.95
749 CHRD CHORD ENERGY CORPORATION Energy 73.0 $8K 0.00% +43.0 +143.3% $114.30 +27.7%
750 FIVN FIVE9 INC Technology 391.0 $8K 0.00% +277.0 +243.0% $21.32 +62.1%
751 PHR PHREESIA INC Healthcare 806.0 $8K 0.00% +763.0 +1774.4% $10.29 +15.3%
752 SLB SLB LIMITED Energy 178.0 $8K 0.00% +9.0 +5.3% $46.49 +18.3%
753 NBHC NATIONAL BK HLDGS CORP Financial Services 186.0 $8K 0.00% +3.0 +1.6% $44.43 -7.3%
754 VST VISTRA CORP Utilities 52.0 $8K 0.00% +19.0 +57.6% $158.63 -11.9%
755 FCN FTI CONSULTING INC Industrials 55.0 $8K 0.00% +14.0 +34.1% $149.02 +2.0%
756 HSIC SCHEIN HENRY INC Healthcare 98.0 $8K 0.00% +77.0 +366.7% $83.52 +8.1%
757 UPBOUND GROUP INC 384.0 $8K 0.00% +144.0 +60.0% $21.22
758 VALE VALE S A Basic Materials 541.0 $8K 0.00% +72.0 +15.3% $15.04 +1.8%
759 VNDA VANDA PHARMACEUTICALS INC Healthcare 1,327.0 $8K 0.00% +808.0 +155.7% $6.12 -11.1%
760 FLYW FLYWIRE CORPORATION Technology 462.0 $8K 0.00% +209.0 +82.6% $17.57 +6.4%
Page 38 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%