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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 8 of 22  ·  437 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 KNTK KINETIK HOLDINGS INC Energy 68.0 $3K 0.00% NEW $48.35 +14.0%
142 UTL UNITIL CORP Utilities 62.0 $3K 0.00% NEW $52.69 +2.1%
143 EPAC ENERPAC TOOL GROUP CORP Industrials 91.0 $3K 0.00% NEW $35.87 +5.1%
144 RIOT RIOT PLATFORMS INC Financial Services 116.0 $3K 0.00% NEW $27.39 -24.7%
145 LEGN LEGEND BIOTECH CORP Healthcare 109.0 $3K 0.00% NEW $28.88 -28.4%
146 ULCC FRONTIER GROUP HLDGS INC Industrials 394.0 $3K 0.00% NEW $7.91 -24.5%
147 BOX BOX INC Technology 114.0 $3K 0.00% NEW $26.54 +25.8%
148 SXC SUNCOKE ENERGY INC Energy 367.0 $3K 0.00% NEW $8.05 +22.0%
149 SLGN SILGAN HLDGS INC Consumer Cyclical 63.0 $3K 0.00% NEW $46.40 -7.4%
150 RNA ATRIUM THERAPEUTICS INC Healthcare 213.0 $3K 0.00% NEW $13.45 +3.0%
151 SCHA SCHWAB STRATEGIC TR 76.0 $3K 0.00% NEW $36.13 -3.9%
152 RC READY CAPITAL CORP Real Estate 1,563.0 $3K 0.00% NEW $1.75 +5.1%
153 VERASTEM INC 709.0 $3K 0.00% NEW $3.82
154 IEMG ISHARES INC 32.0 $3K 0.00% NEW $82.84 -1.2%
155 NEXXEN INTL LTD 293.0 $3K 0.00% NEW $9.03
156 ERIE ERIE INDTY CO Financial Services 11.0 $3K 0.00% NEW $239.82 +7.3%
157 ABSI ABSCI CORPORATION Healthcare 226.0 $3K 0.00% NEW $11.59 -20.5%
158 BZ KANZHUN LIMITED Industrials 199.0 $3K 0.00% NEW $12.87 +46.3%
159 KRRO KORRO BIO INC Healthcare 192.0 $3K 0.00% NEW $13.18 +3.8%
160 OCUL OCULAR THERAPEUTIX INC Healthcare 257.0 $3K 0.00% NEW $9.82 +9.7%
Page 8 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%