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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 19 of 33  ·  652 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 JOUT JOHNSON OUTDOORS INC Consumer Cyclical 56.0 $3K 0.00% -8.0 -12.5% $46.05 -1.7%
362 CTKB CYTEK BIOSCIENCES INC Healthcare 569.0 $3K 0.00% -44.0 -7.2% $4.43 +4.5%
363 DOCN DIGITALOCEAN HLDGS INC Technology 16.0 $3K 0.00% -8.0 -33.3% $157.06 -23.3%
364 RYN RAYONIER INC Real Estate 118.0 $3K 0.00% -157.0 -57.1% $21.29 -2.5%
365 LYFT LYFT INC Technology 171.0 $2K 0.00% -7K -97.7% $14.61 +19.1%
366 SAFT SAFETY INS GROUP INC Financial Services 33.0 $2K 0.00% -31.0 -48.4% $74.88 +38.5%
367 COUR COURSERA INC Consumer Defensive 435.0 $2K 0.00% -937.0 -68.3% $5.64 +8.9%
368 CNP CENTERPOINT ENERGY INC Utilities 54.0 $2K 0.00% -28.0 -34.1% $44.06 -11.1%
369 STBA S & T BANCORP INC Financial Services 48.0 $2K 0.00% -13.0 -21.3% $49.08 +1.0%
370 HBNC HORIZON BANCORP IND Financial Services 117.0 $2K 0.00% -2.0 -1.7% $19.98 -2.5%
371 IIIN INSTEEL INDS INC Industrials 77.0 $2K 0.00% -63.0 -45.0% $30.21 +0.6%
372 IART INTEGRA LIFESCIENCES HLDGS C Healthcare 128.0 $2K 0.00% -329.0 -72.0% $17.96 -6.2%
373 BHF BRIGHTHOUSE FINL INC Financial Services 36.0 $2K 0.00% -115.0 -76.2% $63.31 -15.5%
374 OI O-I GLASS INC Consumer Cyclical 236.0 $2K 0.00% -13.0 -5.2% $9.63 -24.8%
375 CYRX CRYOPORT INC Industrials 144.0 $2K 0.00% -7.0 -4.6% $15.70 +5.6%
376 TRST TRUSTCO BK CORP N Y Financial Services 41.0 $2K 0.00% -13.0 -24.1% $54.93 +3.8%
377 UHT UNIVERSAL HEALTH RLTY INCOME Real Estate 51.0 $2K 0.00% -7.0 -12.1% $43.86 -5.4%
378 LIONSGATE STUDIOS CORP 146.0 $2K 0.00% -27.0 -15.6% $15.32
379 PSO PEARSON PLC Communication Services 135.0 $2K 0.00% -114.0 -45.8% $15.90 +4.7%
380 MOD MODINE MFG CO Consumer Cyclical 8.0 $2K 0.00% -2.0 -20.0% $267.12 -28.8%
Page 19 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%