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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 16 of 22  ·  437 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 HUT 8 CORP 4.0 $462.0 NEW $115.50
302 ERII ENERGY RECOVERY INC Industrials 51.0 $461.0 NEW $9.04 -12.2%
303 BOOM DMC GLOBAL INC Energy 79.0 $459.0 NEW $5.81 +14.1%
304 PFF ISHARES TR 15.0 $458.0 NEW $30.53 +0.5%
305 ATOM ATOMERA INC Technology 51.0 $445.0 NEW $8.73 -48.4%
306 CRMT AMERICAS CAR-MART INC Consumer Cyclical 158.0 $441.0 NEW $2.79 -20.8%
307 AG FIRST MAJESTIC SILVER CORP Basic Materials 26.0 $441.0 NEW $16.96 +23.8%
308 JELD JELD-WEN HLDG INC Industrials 290.0 $435.0 NEW $1.50 +61.3%
309 NAVN NAVAN INC Technology 19.0 $435.0 NEW $22.89 +28.1%
310 FLGT FULGENT GENETICS INC Healthcare 21.0 $431.0 NEW $20.52 -3.5%
311 SPYV SPDR SERIES TRUST 7.0 $426.0 NEW $60.86 +4.7%
312 SHEN SHENANDOAH TELECOMMUNICATION Communication Services 28.0 $423.0 NEW $15.11 -18.1%
313 BLND BLEND LABS INC Technology 244.0 $418.0 NEW $1.71 -12.4%
314 MRDN MERIDIAN HOLDINGS INC Technology 30.0 $418.0 NEW $13.93 -0.8%
315 SEVN SEVEN HILLS REALTY TRUST Real Estate 49.0 $414.0 NEW $8.45 -9.8%
316 IREN IREN LIMITED Financial Services 9.0 $412.0 NEW $45.78 -13.5%
317 EQX EQUINOX GOLD CORP Basic Materials 42.0 $409.0 NEW $9.74 +40.0%
318 LFMD LIFEMD INC Healthcare 98.0 $405.0 NEW $4.13 -21.6%
319 CDXS CODEXIS INC Healthcare 178.0 $403.0 NEW $2.26 -27.1%
320 BAP CREDICORP LTD Financial Services 1.0 $390.0 NEW $390.00 -1.9%
Page 16 of 22  ·  437 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%