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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 15 of 33  ·  652 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 IHRT IHEARTMEDIA INC Communication Services 1,236.0 $5K 0.00% -104.0 -7.8% $4.29 -37.5%
282 HCSG HEALTHCARE SVCS GROUP INC Healthcare 213.0 $5K 0.00% -64.0 -23.1% $24.56 -6.7%
283 GTM ZOOMINFO TECHNOLOGIES INC Technology 1,780.0 $5K 0.00% -6K -75.6% $2.93 +29.7%
284 INGR INGREDION INC Consumer Defensive 55.0 $5K 0.00% -489.0 -89.9% $94.73 +10.6%
285 NXDR NEXTDOOR HOLDINGS INC Communication Services 2,293.0 $5K 0.00% -945.0 -29.2% $2.27 +0.9%
286 DRH DIAMONDROCK HOSPITALITY CO Real Estate 424.0 $5K 0.00% -81.0 -16.0% $12.18 +3.6%
287 PHG KONINKLIJKE PHILIPS N V Healthcare 189.0 $5K 0.00% -14.0 -6.9% $27.19 -0.7%
288 SAM BOSTON BEER INC Consumer Defensive 29.0 $5K 0.00% -116.0 -80.0% $177.03 +4.8%
289 RLAY RELAY THERAPEUTICS INC Healthcare 267.0 $5K 0.00% -11.0 -4.0% $18.71 +4.0%
290 SNDX SYNDAX PHARMACEUTICALS INC Healthcare 228.0 $5K 0.00% -33.0 -12.6% $21.86 -8.1%
291 HLIT HARMONIC INC Technology 301.0 $5K 0.00% -31.0 -9.3% $16.33 -23.8%
292 CFFN CAPITOL FED FINL INC Financial Services 572.0 $5K 0.00% -27.0 -4.5% $8.51 +1.8%
293 GLOB GLOBANT S A Technology 166.0 $5K 0.00% -20.0 -10.8% $28.95 +34.0%
294 CAH CARDINAL HEALTH INC Healthcare 20.0 $5K 0.00% -2.0 -9.1% $237.60 +0.3%
295 INSW INTERNATIONAL SEAWAYS INC Energy 62.0 $5K 0.00% -15.0 -19.5% $76.60 +22.3%
296 NTES NETEASE COM INC Technology 37.0 $5K 0.00% -2.0 -5.1% $128.16 -3.7%
297 PEN PENUMBRA INC Healthcare 15.0 $5K 0.00% -236.0 -94.0% $315.80 +2.3%
298 NAT NORDIC AMERICAN TANKERS LIMI Industrials 854.0 $5K 0.00% -121.0 -12.4% $5.54 +17.7%
299 MBWM MERCANTILE BK CORP Financial Services 82.0 $5K 0.00% -9.0 -9.9% $57.43 +4.3%
300 BIO BIO RAD LABS INC Healthcare 16.0 $5K 0.00% -4.0 -20.0% $293.62 +32.4%
Page 15 of 33  ·  652 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%