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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 100 of 133  ·  2,655 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1981 CTOS CUSTOM TRUCK ONE SOURCE INC Industrials 84.0 $993.0 NEW $11.82 -22.1%
1982 GHM GRAHAM CORP Industrials 8.0 $991.0 -8.0 -50.0% $123.88 -29.8%
1983 WAY WAYSTAR HLDG CORP Technology 48.0 $986.0 +25.0 +108.7% $20.54 +27.5%
1984 PLAY DAVE & BUSTERS ENTMT INC Communication Services 86.0 $981.0 +72.0 +514.3% $11.41 -17.2%
1985 CIFR CIPHER DIGITAL INC Financial Services 40.0 $980.0 NEW $24.50 -37.8%
1986 ARWR ARROWHEAD PHARMACEUTICALS IN Healthcare 12.0 $979.0 $81.58 +4.5%
1987 AGI ALAMOS GOLD INC Basic Materials 32.0 $971.0 $30.34 +21.3%
1988 MXCT MAXCYTE INC Healthcare 787.0 $969.0 +646.0 +458.2% $1.23 -0.9%
1989 GTY GETTY RLTY CORP NEW Real Estate 29.0 $968.0 +25.0 +625.0% $33.38 -1.1%
1990 NIOCORP DEVS LTD 200.0 $964.0 NEW $4.82
1991 PROP PRAIRIE OPER CO Financial Services 1,326.0 $957.0 NEW $0.72 -23.8%
1992 EMBJ EMBRAER S.A. Industrials 15.0 $957.0 -4.0 -21.1% $63.80 +14.2%
1993 MED MEDIFAST INC Consumer Cyclical 90.0 $955.0 +60.0 +200.0% $10.61 +15.0%
1994 PHAT PHATHOM PHARMACEUTICALS INC Healthcare 88.0 $955.0 -7.0 -7.4% $10.85 -14.6%
1995 CERIBELL INC 49.0 $954.0 +15.0 +44.1% $19.47
1996 ROAD CONSTRUCTION PARTNERS INC Industrials 8.0 $951.0 $118.88 -8.0%
1997 HCKT HACKETT GROUP INC Technology 88.0 $948.0 NEW $10.77 +4.6%
1998 WVE WAVE LIFE SCIENCES LTD Healthcare 163.0 $948.0 +126.0 +340.5% $5.82 -13.1%
1999 NORTHPOINTE BANCSHARES INC. 49.0 $940.0 -3.0 -5.8% $19.18
2000 LMRI LUMEXA IMAGING HOLDINGS INC Healthcare 83.0 $937.0 NEW $11.29 +2.4%
Page 100 of 133  ·  2,655 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%