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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 9 of 22  ·  437 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 TMCI TREACE MED CONCEPTS INC Healthcare 627.0 $2K 0.00% NEW $3.98 +18.6%
162 DFIN DONNELLEY FINL SOLUTIONS INC Financial Services 57.0 $2K 0.00% NEW $41.96 +13.5%
163 HPK HIGHPEAK ENERGY INC Energy 334.0 $2K 0.00% NEW $6.99 +11.0%
164 OMDA OMADA HEALTH INC Healthcare 106.0 $2K 0.00% NEW $21.95 +9.1%
165 PRCT PROCEPT BIOROBOTICS CORP Healthcare 102.0 $2K 0.00% NEW $22.59 -6.7%
166 FOUR SHIFT4 PMTS INC Technology 47.0 $2K 0.00% NEW $48.66 -5.0%
167 ESRT EMPIRE ST RLTY TR INC Real Estate 417.0 $2K 0.00% NEW $5.41 -12.8%
168 BTBT BIT DIGITAL INC Financial Services 1,248.0 $2K 0.00% NEW $1.80 -13.4%
169 AIN ALBANY INTL CORP Consumer Cyclical 29.0 $2K 0.00% NEW $74.52 -20.9%
170 COOK TRAEGER INC Consumer Cyclical 27.0 $2K 0.00% NEW $78.85 -28.1%
171 MDU MDU RES GROUP INC Industrials 100.0 $2K 0.00% NEW $21.21 -4.3%
172 JPME J P MORGAN EXCHANGE TRADED F 17.0 $2K 0.00% NEW $124.24 +3.0%
173 REPX RILEY EXPLORATION PERMIAN IN Energy 63.0 $2K NEW $32.97 +13.6%
174 UDR UDR INC Real Estate 52.0 $2K NEW $39.92 -5.0%
175 WTM WHITE MTNS INS GROUP LTD Financial Services 1.0 $2K NEW $2074.00 +2.8%
176 HLNE HAMILTON LANE INC Financial Services 26.0 $2K NEW $78.85 +33.5%
177 BYND BEYOND MEAT INC Consumer Defensive 2,696.0 $2K NEW $0.75 +1800.0%
178 TPLC TIMOTHY PLAN 40.0 $2K NEW $50.30 +1.9%
179 COGT COGENT BIOSCIENCES INC Healthcare 51.0 $2K NEW $38.71 -5.1%
180 ELDN ELEDON PHARMACEUTICALS INC Healthcare 494.0 $2K NEW $3.94 -15.0%
Page 9 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%