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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 48 of 65  ·  1,284 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
941 KIM KIMCO REALTY CORP Real Estate 114.0 $3K 0.00% +80.0 +235.3% $25.35 -6.1%
942 CHCT COMMUNITY HEALTHCARE TR INC Real Estate 155.0 $3K 0.00% +94.0 +154.1% $18.28 -17.5%
943 ALGT ALLEGIANT TRAVEL CO Industrials 24.0 $3K 0.00% +11.0 +84.6% $117.62 -31.7%
944 KLC KINDERCARE LEARNING COMPANIE Consumer Defensive 664.0 $3K 0.00% +399.0 +150.6% $4.25 -40.5%
945 KODK EASTMAN KODAK CO Industrials 303.0 $3K 0.00% +216.0 +248.3% $9.25 +2.4%
946 JJSF J & J SNACK FOODS CORP Consumer Defensive 38.0 $3K 0.00% +36.0 +1800.0% $73.47 +19.4%
947 XRX XEROX HOLDINGS CORP Technology 863.0 $3K 0.00% +848.0 +5653.3% $3.13 -5.1%
948 MGNI MAGNITE INC Communication Services 141.0 $3K 0.00% +75.0 +113.6% $18.99 +23.0%
949 FATE FATE THERAPEUTICS INC Healthcare 989.0 $3K 0.00% +709.0 +253.2% $2.70 -6.0%
950 EDU NEW ORIENTAL ED & TECHNOLOGY Consumer Defensive 58.0 $3K 0.00% +17.0 +41.5% $45.91 +26.2%
951 ECG EVERUS CONSTR GROUP Industrials 16.0 $3K 0.00% +6.0 +60.0% $166.00 -27.1%
952 CNMD CONMED CORP Healthcare 81.0 $3K 0.00% +72.0 +800.0% $32.74 +53.7%
953 CNO CNO FINL GROUP INC Financial Services 52.0 $3K 0.00% +31.0 +147.6% $50.98 +8.2%
954 SMCI SUPER MICRO COMPUTER INC Technology 88.0 $3K 0.00% +57.0 +183.9% $29.34 +31.1%
955 GRNT GRANITE RIDGE RESOURCES INC Energy 584.0 $3K 0.00% +194.0 +49.7% $4.41 +14.3%
956 MRTN MARTEN TRANS LTD Industrials 147.0 $3K 0.00% +67.0 +83.8% $17.35 -16.7%
957 EBS EMERGENT BIOSOLUTIONS INC Healthcare 302.0 $3K 0.00% +98.0 +48.0% $8.38 -29.1%
958 GCMG GCM GROSVENOR INC Financial Services 204.0 $3K 0.00% +131.0 +179.4% $12.30 +11.2%
959 CLW CLEARWATER PAPER CORP Basic Materials 159.0 $2K 0.00% +157.0 +7850.0% $15.69 +34.5%
960 COIN COINBASE GLOBAL INC Financial Services 17.0 $2K 0.00% +3.0 +21.4% $146.24 +30.4%
Page 48 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%