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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 5 of 22  ·  437 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 RXO RXO INC Industrials 318.0 $9K 0.00% NEW $27.59 -19.6%
82 AMN AMN HEALTHCARE SVCS INC Healthcare 257.0 $8K 0.00% NEW $32.37 +5.8%
83 XLP SELECT SECTOR SPDR TR 100.0 $8K 0.00% NEW $83.07 +3.9%
84 RVTY REVVITY INC Healthcare 74.0 $8K 0.00% NEW $111.27 +13.6%
85 EWW ISHARES INC 108.0 $8K 0.00% NEW $75.28 +3.0%
86 DXC DXC TECHNOLOGY CO Technology 897.0 $8K 0.00% NEW $8.85 +19.2%
87 CE CELANESE CORP DEL Basic Materials 172.0 $8K 0.00% NEW $46.00 -2.8%
88 AVRE AMERICAN CENTY ETF TR 165.0 $8K 0.00% NEW $47.38 +2.0%
89 CRVL CORVEL CORP Financial Services 125.0 $8K 0.00% NEW $62.52 +12.5%
90 VERSIGENT PLC 175.0 $7K 0.00% NEW $42.01
91 VSNT VERSANT MEDIA GROUP INC Industrials 203.0 $7K 0.00% NEW $36.01 +9.0%
92 FLUTTER ENTMT PLC 70.0 $7K 0.00% NEW $102.17
93 MMSI MERIT MED SYS INC Healthcare 99.0 $7K 0.00% NEW $69.34 +30.6%
94 PGNY PROGYNY INC Healthcare 232.0 $7K 0.00% NEW $28.83 -8.5%
95 IRT INDEPENDENCE RLTY TR INC Real Estate 394.0 $7K 0.00% NEW $16.69 -0.5%
96 AVDV AMERICAN CENTY ETF TR 63.0 $6K 0.00% NEW $103.06 +9.0%
97 REAL THE REALREAL INC Consumer Cyclical 537.0 $6K 0.00% NEW $11.79 -7.3%
98 HDEF DBX ETF TR 195.0 $6K 0.00% NEW $32.14 +6.7%
99 NSA NATIONAL STORAGE AFFILIATES Real Estate 140.0 $6K 0.00% NEW $44.47 -2.4%
100 ANGI ANGI INC Communication Services 1,014.0 $6K 0.00% NEW $5.95 -18.5%
Page 5 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%