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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 19 of 22  ·  437 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 SNFCA SECURITY NATL FINL CORP Financial Services 18.0 $175.0 NEW $9.72 -10.2%
362 FLYX FLYEXCLUSIVE INC Industrials 87.0 $174.0 NEW $2.00 -35.0%
363 TEM TEMPUS AI INC Healthcare 3.0 $174.0 NEW $58.00 +18.1%
364 MNSB MAINSTREET BANCSHARES INC Financial Services 7.0 $173.0 NEW $24.71 +0.8%
365 BK TECHNOLOGIES CORPORATION 2.0 $172.0 NEW $86.00
366 NRDY NERDY INC Technology 182.0 $167.0 NEW $0.92 +1032.3%
367 RGP RESOURCES CONNECTION INC Industrials 39.0 $166.0 NEW $4.26 -1.3%
368 HANOVER BANCORP INC 7.0 $164.0 NEW $23.43
369 NOVT NOVANTA INC Technology 1.0 $163.0 NEW $163.00 -11.7%
370 PACK RANPAK HOLDINGS CORP Consumer Cyclical 22.0 $161.0 NEW $7.32 -30.6%
371 PGEN PRECIGEN INC Healthcare 28.0 $160.0 NEW $5.71 +29.9%
372 RMBI RICHMOND MUT BANCORPORATION Financial Services 10.0 $159.0 NEW $15.90 -0.1%
373 SUNS SUNRISE RLTY TR INC Real Estate 19.0 $151.0 NEW $7.95 -5.0%
374 SKILLSOFT CORP 29.0 $151.0 NEW $5.21
375 VMD VIEMED HEALTHCARE INC Healthcare 13.0 $149.0 NEW $11.46 -18.6%
376 FINW FINWISE BANCORP Financial Services 10.0 $145.0 NEW $14.50 -3.4%
377 ACU ACME UTD CORP Consumer Defensive 3.0 $144.0 NEW $48.00 +29.8%
378 HBB HAMILTON BEACH BRANDS HLDG C Consumer Cyclical 6.0 $139.0 NEW $23.17 +40.0%
379 LFVN LIFEVANTAGE CORP Consumer Defensive 21.0 $132.0 NEW $6.29 +5.2%
380 LMND LEMONADE INC Financial Services 2.0 $131.0 NEW $65.50 -18.1%
Page 19 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%