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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 60 of 65  ·  1,284 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1181 BSET BASSETT FURNITURE INDS INC Consumer Cyclical 24.0 $426.0 +23.0 +2300.0% $17.75 +7.0%
1182 NNOX NANO X IMAGING LTD Healthcare 360.0 $418.0 +344.0 +2150.0% $1.16 -24.6%
1183 BWFG BANKWELL FINL GROUP INC Financial Services 7.0 $412.0 +2.0 +40.0% $58.86 +11.5%
1184 UNTY UNITY BANCORP INC Financial Services 7.0 $411.0 +3.0 +75.0% $58.71 -0.7%
1185 SPIRE GLOBAL INC 22.0 $410.0 +19.0 +633.3% $18.64
1186 TSBK TIMBERLAND BANCORP INC Financial Services 9.0 $404.0 +1.0 +12.5% $44.89 +2.9%
1187 FF FUTUREFUEL CORP Basic Materials 89.0 $403.0 +53.0 +147.2% $4.53 +17.3%
1188 FMAO FARMERS & MERCHANTS BANCORP Financial Services 13.0 $398.0 +11.0 +550.0% $30.62 +10.4%
1189 PMTS CPI CARD GROUP INC Financial Services 19.0 $395.0 +9.0 +90.0% $20.79 +36.7%
1190 FLWS 1 800 FLOWERS COM INC Consumer Cyclical 113.0 $394.0 +110.0 +3666.7% $3.49 +7.3%
1191 CF BANKSHARES INC 12.0 $394.0 +5.0 +71.4% $32.83
1192 ASCENT INDUSTRIES CO 26.0 $391.0 +24.0 +1200.0% $15.04
1193 TUHURA BIOSCIENCES INC 167.0 $391.0 +165.0 +8250.0% $2.34
1194 CLVT CLARIVATE PLC Technology 180.0 $389.0 +173.0 +2471.4% $2.16 -7.9%
1195 SHLS SHOALS TECHNOLOGIES GROUP IN Energy 39.0 $387.0 +14.0 +56.0% $9.92 -26.3%
1196 MNSO MINISO GROUP HLDG LTD Consumer Cyclical 31.0 $374.0 +12.0 +63.2% $12.06 -5.3%
1197 BFS SAUL CTRS INC Real Estate 10.0 $374.0 +6.0 +150.0% $37.40 -9.9%
1198 LCNB LCNB CORP Financial Services 21.0 $370.0 +10.0 +90.9% $17.62 +8.9%
1199 RBBN RIBBON COMMUNICATIONS INC Communication Services 158.0 $370.0 +155.0 +5166.7% $2.34 -13.3%
1200 CLAR CLARUS CORP NEW Consumer Cyclical 117.0 $369.0 +113.0 +2825.0% $3.15 +18.3%
Page 60 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%