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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 104 of 133  ·  2,655 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2061 CRCT CRICUT INC Technology 183.0 $804.0 -88.0 -32.5% $4.39 +29.3%
2062 BVS BIOVENTUS INC Healthcare 85.0 $803.0 $9.45 +46.0%
2063 LINC LINCOLN EDL SVCS CORP Consumer Defensive 16.0 $799.0 $49.94 -49.2%
2064 TOWN TOWNEBANK PORTSMOUTH VA Financial Services 22.0 $798.0 NEW $36.27 +3.0%
2065 COCO VITA COCO CO INC Consumer Defensive 12.0 $794.0 $66.17 -6.9%
2066 GRND GRINDR INC Technology 55.0 $791.0 NEW $14.38 +6.7%
2067 ALTG ALTA EQUIPMENT GROUP INC Industrials 122.0 $790.0 +105.0 +617.6% $6.48 -4.6%
2068 AMC ENTMT HLDGS INC 415.0 $789.0 NEW $1.90
2069 GBANK FINL HLDGS INC 26.0 $789.0 NEW $30.35
2070 ALLO ALLOGENE THERAPEUTICS INC Healthcare 377.0 $785.0 +49.0 +14.9% $2.08 +0.4%
2071 SBS COMPANHIA DE SANEAMENTO BASI Utilities 135.0 $781.0 +90.0 +200.0% $5.79 -16.7%
2072 GIL GILDAN ACTIVEWEAR INC Consumer Cyclical 15.0 $774.0 -49.0 -76.6% $51.60 +3.2%
2073 FIBK FIRST INTST BANCSYSTEM INC Financial Services 20.0 $772.0 -2.0 -9.1% $38.60 -3.4%
2074 OLMA OLEMA PHARMACEUTICALS INC Healthcare 61.0 $764.0 $12.52 -13.8%
2075 NRC NRC HEALTH Healthcare 35.0 $755.0 -20.0 -36.4% $21.57 +2.0%
2076 CERT CERTARA INC Healthcare 115.0 $754.0 +57.0 +98.3% $6.56 +28.3%
2077 LOGISTIC PROPERTIES OF THE A 223.0 $750.0 +222.0 +10000.0% $3.36
2078 BOW BOWHEAD SPECIALTY HLDGS INC Financial Services 25.0 $749.0 +1.0 +4.2% $29.96 +12.1%
2079 REPOSITRAK INC 83.0 $747.0 NEW $9.00
2080 EQH EQUITABLE HLDGS INC Financial Services 17.0 $746.0 NEW $43.88 +14.3%
Page 104 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%