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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 29 of 33  ·  652 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 EGHT 8X8 INC NEW Technology 191.0 $327.0 -537.0 -73.8% $1.71 +11.0%
562 SUZ SUZANO S A Basic Materials 42.0 $326.0 -14.0 -25.0% $7.76 +15.2%
563 LILAK LIBERTY LATIN AMERICA LTD Communication Services 40.0 $312.0 -77.0 -65.8% $7.80 +9.9%
564 NFBK NORTHFIELD BANCORP INC DEL Financial Services 21.0 $310.0 -85.0 -80.2% $14.76 +3.7%
565 LADR LADDER CAP CORP Real Estate 31.0 $309.0 -61.0 -66.3% $9.97 -1.1%
566 CUSHMAN AND WAKEFIELD LTD 23.0 $308.0 -23.0 -50.0% $13.39
567 WSFS WSFS FINL CORP Financial Services 4.0 $307.0 -32.0 -88.9% $76.75 +2.4%
568 ENIC ENEL CHILE SA Utilities 68.0 $306.0 -4.0 -5.6% $4.50 -0.7%
569 PDD PDD HOLDINGS INC Consumer Cyclical 4.0 $306.0 -7.0 -63.6% $76.50 +13.4%
570 BCML BAYCOM CORP Financial Services 9.0 $297.0 -3.0 -25.0% $33.00 -8.5%
571 OPAL OPAL FUELS INC Utilities 135.0 $297.0 -125.0 -48.1% $2.20 -0.9%
572 TYL TYLER TECHNOLOGIES INC Technology 1.0 $293.0 -5.0 -83.3% $293.00 +20.4%
573 LAB STANDARD BIOTOOLS INC Healthcare 354.0 $292.0 -2K -81.8% $0.82 -21.0%
574 HOV HOVNANIAN ENTERPRISES INC Consumer Cyclical 2.0 $285.0 -2.0 -50.0% $142.50 -10.0%
575 PCB PCB BANCORP Financial Services 10.0 $284.0 -4.0 -28.6% $28.40 -2.9%
576 BRCC BRC INC Consumer Defensive 254.0 $282.0 -391.0 -60.6% $1.11 +671.9%
577 FUTU FUTU HLDGS LTD Financial Services 3.0 $282.0 -9.0 -75.0% $94.00 +35.5%
578 EFC ELLINGTON FINANCIAL INC Real Estate 20.0 $273.0 -125.0 -86.2% $13.65 -1.4%
579 NAGE NIAGEN BIOSCIENCE INC Healthcare 85.0 $272.0 -422.0 -83.2% $3.20 +3.1%
580 WAFD WAFD INC Financial Services 7.0 $269.0 -55.0 -88.7% $38.43 -5.7%
Page 29 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%