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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 28 of 33  ·  652 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 VSTS VESTIS CORPORATION Industrials 28.0 $407.0 -128.0 -82.0% $14.54 -10.4%
542 FIZZ NATIONAL BEVERAGE CORP Consumer Defensive 13.0 $406.0 -8.0 -38.1% $31.23 +5.5%
543 RITM RITHM CAPITAL CORP Real Estate 43.0 $404.0 -489.0 -91.9% $9.40 +7.3%
544 STAA STAAR SURGICAL CO Healthcare 14.0 $402.0 -27.0 -65.8% $28.71 -20.4%
545 PFIS PEOPLES FINL SVCS CORP Financial Services 6.0 $399.0 -3.0 -33.3% $66.50 +5.1%
546 SRI STONERIDGE INC Consumer Cyclical 54.0 $396.0 -210.0 -79.5% $7.33 -2.4%
547 RMR RMR GROUP INC Real Estate 19.0 $391.0 -32.0 -62.8% $20.58 -5.2%
548 WBTN WEBTOON ENTMT INC Technology 34.0 $389.0 -56.0 -62.2% $11.44 -8.5%
549 GABC GERMAN AMERN BANCORP INC Financial Services 8.0 $380.0 -6.0 -42.9% $47.50 +4.4%
550 GDOT GREEN DOT CORP Financial Services 28.0 $379.0 -29.0 -50.9% $13.54 -1.3%
551 CMT CORE MOLDING TECHNOLOGIES IN Basic Materials 16.0 $378.0 -7.0 -30.4% $23.62 +6.8%
552 HLX HELIX ENERGY SOLUTIONS GRP I Energy 43.0 $376.0 -30.0 -41.1% $8.74 +12.0%
553 MAT MATTEL INC Consumer Cyclical 27.0 $375.0 -3K -99.1% $13.89 +9.7%
554 CTRE CARETRUST REIT INC Real Estate 9.0 $364.0 -7.0 -43.8% $40.44 -1.2%
555 INFY INFOSYS LTD Technology 34.0 $357.0 -275.0 -89.0% $10.50 +11.3%
556 GOLF ACUSHNET HLDGS CORP Consumer Cyclical 3.0 $356.0 -5.0 -62.5% $118.67 -26.9%
557 SKY CHAMPION HOMES INC Consumer Cyclical 4.0 $353.0 -3.0 -42.9% $88.25 +3.3%
558 TME TENCENT MUSIC ENTMT GROUP Communication Services 42.0 $351.0 -10.0 -19.2% $8.36 +5.3%
559 GFL GFL ENVIRONMENTAL INC Industrials 9.0 $332.0 -60.0 -87.0% $36.89 +12.0%
560 BW LPG LTD 19.0 $332.0 -3.0 -13.6% $17.47
Page 28 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%