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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 62 of 65  ·  1,284 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1221 DSGN DESIGN THERAPEUTICS INC Healthcare 18.0 $261.0 +17.0 +1700.0% $14.50 +7.5%
1222 FULC FULCRUM THERAPEUTICS INC Healthcare 71.0 $260.0 +55.0 +343.8% $3.66 +5.4%
1223 LUCD LUCID DIAGNOSTICS INC Healthcare 239.0 $256.0 +237.0 +10000.0% $1.07 -9.4%
1224 ARQ INC 100.0 $255.0 +92.0 +1150.0% $2.55
1225 FC FRANKLIN COVEY CO Industrials 10.0 $246.0 +9.0 +900.0% $24.60 -18.4%
1226 FNLC FIRST BANCORP INC ME Financial Services 7.0 $244.0 +3.0 +75.0% $34.86 -1.1%
1227 SEG SEAPORT ENTMT GROUP INC Real Estate 9.0 $240.0 +2.0 +28.6% $26.67 +1.3%
1228 DOUG DOUGLAS ELLIMAN INC Real Estate 134.0 $238.0 +126.0 +1575.0% $1.78 +5.8%
1229 FSP FRANKLIN STR PPTYS CORP Real Estate 462.0 $238.0 +455.0 +6500.0% $0.52 -18.9%
1230 MNTK MONTAUK RENEWABLES INC Utilities 152.0 $238.0 +140.0 +1166.7% $1.57 +13.7%
1231 USNA USANA HEALTH SCIENCES INC Consumer Defensive 11.0 $235.0 +9.0 +450.0% $21.36 -36.0%
1232 ACTG ACACIA RESH CORP Industrials 49.0 $229.0 +47.0 +2350.0% $4.67 -3.9%
1233 SBFG SB FINL GROUP INC Financial Services 9.0 $228.0 +4.0 +80.0% $25.33 +8.8%
1234 DSP VIANT TECHNOLOGY INC Technology 18.0 $228.0 +6.0 +50.0% $12.67 -1.9%
1235 BHB BAR HBR BANKSHARES Financial Services 6.0 $227.0 +4.0 +200.0% $37.83 +3.9%
1236 OPRX OPTIMIZERX CORP Healthcare 39.0 $224.0 +25.0 +178.6% $5.74 +34.9%
1237 EML EASTERN CO Industrials 8.0 $223.0 +4.0 +100.0% $27.88 -6.6%
1238 TEADS HLDG CO 289.0 $222.0 +279.0 +2790.0% $0.77
1239 BROWN FORMAN CORP 8.0 $219.0 +1.0 +14.3% $27.38
1240 CURV TORRID HLDGS INC Consumer Cyclical 116.0 $217.0 +107.0 +1188.9% $1.87 +17.1%
Page 62 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%