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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 47 of 65  ·  1,284 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
921 CTRN CITI TRENDS INC Consumer Cyclical 58.0 $3K 0.00% +32.0 +123.1% $57.84 +18.7%
922 GENI GENIUS SPORTS LIMITED Communication Services 544.0 $3K 0.00% +530.0 +3785.7% $6.06 +31.3%
923 MTDR MATADOR RES CO Energy 66.0 $3K 0.00% +62.0 +1550.0% $49.79 +14.0%
924 NAVI NAVIENT CORPORATION Financial Services 386.0 $3K 0.00% +379.0 +5414.3% $8.51 +9.4%
925 NIQ GLOBAL INTELLIGENCE PLC 348.0 $3K 0.00% +55.0 +18.8% $9.35
926 HRL HORMEL FOODS CORP Consumer Defensive 131.0 $3K 0.00% +70.0 +114.8% $24.82 -14.3%
927 FTAI AVIATION LTD 12.0 $3K 0.00% +6.0 +100.0% $270.58
928 CNNE CANNAE HLDGS INC Consumer Cyclical 223.0 $3K 0.00% +202.0 +961.9% $14.40 +7.3%
929 KELYA KELLY SVCS INC Industrials 253.0 $3K 0.00% +194.0 +328.8% $12.28 +39.2%
930 SM SM ENERGY COMPANY Energy 119.0 $3K 0.00% +86.0 +260.6% $26.10 +41.0%
931 TNDM TANDEM DIABETES CARE INC Healthcare 205.0 $3K 0.00% +138.0 +206.0% $15.09 +41.8%
932 CYH COMMUNITY HEALTH SYS INC NEW Healthcare 920.0 $3K 0.00% +385.0 +72.0% $3.34 -12.3%
933 TPL TEXAS PACIFIC LAND CORPORATI Energy 7.0 $3K 0.00% +4.0 +133.3% $437.71 -15.5%
934 RJF RAYMOND JAMES FINL INC Financial Services 20.0 $3K 0.00% +3.0 +17.6% $152.05 +15.8%
935 SATL SATELLOGIC INC Technology 525.0 $3K 0.00% +493.0 +1540.6% $5.72 -7.2%
936 NABL N-ABLE INC Technology 816.0 $3K 0.00% +398.0 +95.2% $3.67 +7.6%
937 CARE CARTER BANKSHARES INC Financial Services 88.0 $3K 0.00% +34.0 +63.0% $34.01 -5.8%
938 RCKT ROCKET PHARMACEUTICALS INC Healthcare 873.0 $3K 0.00% +663.0 +315.7% $3.42 +5.8%
939 BCE BCE INC Communication Services 138.0 $3K 0.00% +41.0 +42.3% $21.51 +8.8%
940 VTOL BRISTOW GROUP INC Energy 71.0 $3K 0.00% +25.0 +54.4% $41.32 +11.0%
Page 47 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%