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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 21 of 22  ·  437 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 XEROX HOLDINGS CORP 275.0 $76.0 NEW $0.28
402 NVCT NUVECTIS PHARMA INC Healthcare 4.0 $74.0 NEW $18.50 +35.1%
403 TVGN TEVOGEN BIO HLDGS INC Healthcare 13.0 $74.0 NEW $5.69 +17.7%
404 KULR TECHNOLOGY GROUP INC 19.0 $73.0 NEW $3.84
405 PXED PHOENIX ED PARTNERS INC Consumer Defensive 2.0 $66.0 NEW $33.00 -12.7%
406 NREF NEXPOINT REAL ESTATE FIN INC Real Estate 4.0 $62.0 NEW $15.50 +10.9%
407 TKNO ALPHA TEKNOVA INC Healthcare 10.0 $57.0 NEW $5.70 +26.7%
408 LVWR LIVEWIRE GROUP INC Consumer Cyclical 49.0 $55.0 NEW $1.12 +22.1%
409 PUTNAM ETF TRUST 6.0 $52.0 NEW $8.67
410 VIAV VIAVI SOLUTIONS INC Technology 1.0 $48.0 NEW $48.00 -19.2%
411 BV FINL INC 2.0 $43.0 NEW $21.50
412 CRMD CORMEDIX INC Healthcare 5.0 $40.0 NEW $8.00 +4.9%
413 HWBK HAWTHORN BANCSHARES INC Financial Services 1.0 $40.0 NEW $40.00 -2.3%
414 LQDT LIQUIDITY SVCS INC Consumer Cyclical 1.0 $40.0 NEW $40.00 +4.7%
415 ESOA ENERGY SERVICES OF AMER CORP Industrials 2.0 $39.0 NEW $19.50 -41.1%
416 CBFV CB FINL SVCS INC Financial Services 1.0 $38.0 NEW $38.00 -1.6%
417 VGAS VERDE CLEAN FUELS INC Utilities 36.0 $37.0 NEW $1.03 +30.4%
418 MGPI MGP INGREDIENTS INC NEW Consumer Defensive 2.0 $36.0 NEW $18.00 -3.1%
419 RBKB RHINEBECK BANCORP INC Financial Services 2.0 $35.0 NEW $17.50 -27.8%
420 FIGR FIGURE TECHNOLOGY SOLUTIO Financial Services 1.0 $31.0 NEW $31.00 +19.6%
Page 21 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%