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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 61 of 65  ·  1,284 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1201 TBI TRUEBLUE INC Industrials 52.0 $363.0 +2.0 +4.0% $6.98 +49.7%
1202 TLSI TRISALUS LIFE SCIENCES INC Healthcare 78.0 $355.0 +77.0 +7700.0% $4.55 +8.3%
1203 POWW OUTDOOR HOLDING CO Industrials 151.0 $345.0 +124.0 +459.3% $2.28 -5.0%
1204 MKTW MARKETWISE INC Technology 19.0 $339.0 +1.0 +5.6% $17.84 -0.7%
1205 BZH BEAZER HOMES USA INC Consumer Cyclical 12.0 $337.0 +8.0 +200.0% $28.08 +18.0%
1206 EFSI EAGLE FINL SVCS INC Financial Services 8.0 $332.0 +3.0 +60.0% $41.50 +0.7%
1207 UGP ULTRAPAR PARTICIPACOES SA Energy 65.0 $327.0 +6.0 +10.2% $5.03 +28.2%
1208 MYPS PLAYSTUDIOS INC Technology 647.0 $323.0 +644.0 +10000.0% $0.50 -0.2%
1209 EVGO EVGO INC Consumer Cyclical 167.0 $319.0 +67.0 +67.0% $1.91 -23.6%
1210 RVSB RIVERVIEW BANCORP INC Financial Services 58.0 $315.0 +11.0 +23.4% $5.43 -4.8%
1211 UNIT UNITI GROUP LLC Real Estate 27.0 $310.0 +4.0 +17.4% $11.48 -11.5%
1212 SMHI SEACOR MARINE HLDGS INC Industrials 40.0 $306.0 +20.0 +100.0% $7.65 +22.9%
1213 PCYO PURE CYCLE CORP Utilities 26.0 $279.0 +23.0 +766.7% $10.73 +7.4%
1214 BRT BRT APARTMENTS CORP Real Estate 18.0 $277.0 +17.0 +1700.0% $15.39 -5.2%
1215 LMNR LIMONEIRA CO Consumer Defensive 21.0 $276.0 +20.0 +2000.0% $13.14 +2.7%
1216 CIG CIA ENERGETICA DE MINAS GERA Utilities 130.0 $273.0 +126.0 +3150.0% $2.10 -5.7%
1217 RWT REDWOOD TRUST INC Real Estate 57.0 $271.0 +51.0 +850.0% $4.75 -3.0%
1218 JILL J JILL INC Consumer Cyclical 17.0 $270.0 +16.0 +1600.0% $15.88 +25.0%
1219 TTEC TTEC HLDGS INC Technology 138.0 $268.0 +135.0 +4500.0% $1.94 -28.9%
1220 JYNT JOINT CORP Healthcare 30.0 $264.0 +26.0 +650.0% $8.80 -3.0%
Page 61 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%