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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 24 of 33  ·  652 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 ABX ABACUS GLOBAL MGMT INC Financial Services 105.0 $1K -22.0 -17.3% $10.71 -8.7%
462 PELAGOS INS CAP LTD 46.0 $1K -11.0 -19.3% $24.37
463 SKYT SKYWATER TECHNOLOGY INC Technology 32.0 $1K -71.0 -68.9% $34.84 -6.8%
464 RIGL RIGEL PHARMACEUTICALS INC Healthcare 28.0 $1K -1.0 -3.5% $39.14 +18.7%
465 SHO SUNSTONE HOTEL INVS INC NEW Real Estate 95.0 $1K -30.0 -24.0% $11.45 -1.9%
466 DIEBOLD NIXDORF INC 12.0 $1K -6.0 -33.3% $85.08
467 HLLY HOLLEY INC Consumer Cyclical 399.0 $1K -123.0 -23.6% $2.55 +12.1%
468 MAX MEDIAALPHA INC Communication Services 80.0 $1K -256.0 -76.2% $12.57 +0.8%
469 TKC TURKCELL ILETISIM Communication Services 171.0 $1K -47.0 -21.6% $5.88 -7.9%
470 GHM GRAHAM CORP Industrials 8.0 $991.0 -8.0 -50.0% $123.88 -25.8%
471 EMBJ EMBRAER S.A. Industrials 15.0 $957.0 -4.0 -21.1% $63.80 +18.0%
472 PHAT PHATHOM PHARMACEUTICALS INC Healthcare 88.0 $955.0 -7.0 -7.4% $10.85 -19.2%
473 NORTHPOINTE BANCSHARES INC. 49.0 $940.0 -3.0 -5.8% $19.18
474 HIMALAYA SHIPPING LTD 70.0 $936.0 -15.0 -17.6% $13.37
475 JLL JONES LANG LASALLE INC Real Estate 3.0 $930.0 -130.0 -97.7% $310.00 +24.5%
476 BORR DRILLING LTD 223.0 $921.0 -48.0 -17.7% $4.13
477 LXEO LEXEO THERAPEUTICS INC Healthcare 197.0 $918.0 -29.0 -12.8% $4.66 +7.5%
478 PLUS EPLUS INC Technology 11.0 $916.0 -4.0 -26.7% $83.27 +3.5%
479 GTN GRAY MEDIA INC Communication Services 230.0 $914.0 -216.0 -48.4% $3.97 +23.8%
480 GGG GRACO INC Industrials 12.0 $908.0 -163.0 -93.1% $75.67 +5.2%
Page 24 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%