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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 20 of 22  ·  437 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 MBI MBIA INC Financial Services 20.0 $131.0 NEW $6.55 -23.5%
382 EVLV EVOLV TECHNOLOGIES HLDNGS IN Industrials 21.0 $122.0 NEW $5.81 -10.5%
383 UNB UNION BANKSHARES INC Financial Services 5.0 $122.0 NEW $24.40 -3.7%
384 KRUS KURA SUSHI USA INC Consumer Cyclical 2.0 $116.0 NEW $58.00 -18.5%
385 FITLIFE BRANDS INC 10.0 $111.0 NEW $11.10
386 TROX TRONOX HOLDINGS PLC Basic Materials 17.0 $108.0 NEW $6.35 -13.9%
387 CV CAPSOVISION INC Healthcare 14.0 $107.0 NEW $7.64 -23.9%
388 OKLO OKLO INC Utilities 2.0 $105.0 NEW $52.50 -20.8%
389 WHD CACTUS INC Energy 2.0 $103.0 NEW $51.50 +29.0%
390 HQI HIREQUEST INC Industrials 8.0 $101.0 NEW $12.62 +35.1%
391 NC NACCO INDS INC Energy 2.0 $101.0 NEW $50.50 -15.4%
392 NPCE NEUROPACE INC Healthcare 6.0 $96.0 NEW $16.00 -8.2%
393 WHG WESTWOOD HLDGS GROUP INC Financial Services 5.0 $96.0 NEW $19.20 +3.3%
394 PSK SPDR SERIES TRUST 3.0 $92.0 NEW $30.67 -2.8%
395 LIBERTY CAP CORP 4.0 $88.0 NEW $22.00
396 XZO EXZEO GROUP INC Financial Services 5.0 $85.0 NEW $17.00 -2.0%
397 ECBK ECB BANCORP INC Financial Services 4.0 $81.0 NEW $20.25 +0.9%
398 FIRST TRACKS BIOTHERAPEUTICS 4.0 $81.0 NEW $20.25
399 CFFI C & F FINL CORP Financial Services 1.0 $80.0 NEW $80.00 +14.5%
400 KIDS ORTHOPEDIATRICS CORP Healthcare 4.0 $77.0 NEW $19.25 +24.8%
Page 20 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%