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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 54 of 65  ·  1,284 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1061 LIBERTY GLOBAL LTD 131.0 $1K +32.0 +32.3% $11.00
1062 ONITY GROUP INC 36.0 $1K +27.0 +300.0% $39.75
1063 NEO NEOGENOMICS INC Healthcare 98.0 $1K +88.0 +880.0% $14.59 +22.3%
1064 HLIO HELIOS TECHNOLOGIES INC Industrials 16.0 $1K +2.0 +14.3% $89.25 -16.1%
1065 ARHS ARHAUS INC Consumer Cyclical 169.0 $1K +92.0 +119.5% $8.42 +5.1%
1066 AMER SPORTS INC 42.0 $1K +3.0 +7.7% $33.86
1067 CVBF CVB FINL CORP Financial Services 63.0 $1K +43.0 +215.0% $22.56 -1.0%
1068 SSL SASOL LTD Basic Materials 141.0 $1K +16.0 +12.8% $9.82 +17.0%
1069 ACRE ARES COML REAL ESTATE CORP Real Estate 307.0 $1K +32.0 +11.6% $4.50 +3.3%
1070 NEWT NEWTEKONE INC Financial Services 93.0 $1K +52.0 +126.8% $14.82 -17.1%
1071 WNC WABASH NATL CORP Industrials 102.0 $1K +20.0 +24.4% $13.50 -7.9%
1072 JD JD.COM INC Consumer Cyclical 54.0 $1K +28.0 +107.7% $25.48 +11.8%
1073 EXFY EXPENSIFY INC Technology 752.0 $1K +499.0 +197.2% $1.79 +43.5%
1074 GDRX GOODRX HLDGS INC Healthcare 465.0 $1K +324.0 +229.8% $2.88 +27.0%
1075 EDIT EDITAS MEDICINE INC Healthcare 412.0 $1K +268.0 +186.1% $3.24 -1.9%
1076 NNI NELNET INC Financial Services 10.0 $1K +4.0 +66.7% $133.40 -5.2%
1077 SOMNIGROUP INTERNATIONAL INC 17.0 $1K +1.0 +6.2% $78.41
1078 REAX THE REAL BROKERAGE INC Real Estate 724.0 $1K +714.0 +7140.0% $1.82 +1323.8%
1079 EVEX EVE HLDG INC Industrials 515.0 $1K +355.0 +221.9% $2.51 -3.2%
1080 ACADIAN ASSET MANAGEMENT INC 18.0 $1K +10.0 +125.0% $71.56
Page 54 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%