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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 105 of 133  ·  2,655 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2081 OPLN OPENLANE INC Consumer Cyclical 18.0 $743.0 $41.28 -14.0%
2082 WULF TERAWULF INC Financial Services 30.0 $741.0 NEW $24.70 -33.2%
2083 SLQT SELECTQUOTE INC Financial Services 877.0 $738.0 +20.0 +2.3% $0.84 -35.8%
2084 AGYS AGILYSYS INC Technology 7.0 $732.0 -5.0 -41.7% $104.57 +15.2%
2085 BANR BANNER CORP Financial Services 11.0 $731.0 NEW $66.45 +5.6%
2086 FNKO FUNKO INC Consumer Cyclical 124.0 $730.0 $5.89 +14.5%
2087 IAG IAMGOLD CORP Basic Materials 46.0 $729.0 NEW $15.85 +35.9%
2088 INFINITY NAT RES INC 57.0 $724.0 +33.0 +137.5% $12.70
2089 GBCI GLACIER BANCORP INC NEW Financial Services 14.0 $723.0 $51.64 -8.5%
2090 MCFT MASTERCRAFT BOAT HLDGS INC Consumer Cyclical 28.0 $723.0 +15.0 +115.4% $25.82 -6.4%
2091 FDMT 4D MOLECULAR THERAPEUTICS IN Healthcare 54.0 $719.0 $13.31 +12.0%
2092 ACNB ACNB CORP Financial Services 12.0 $713.0 -4.0 -25.0% $59.42 +8.6%
2093 SD SANDRIDGE ENERGY INC Energy 52.0 $713.0 $13.71 +3.0%
2094 RXRX RECURSION PHARMACEUTICALS IN Healthcare 194.0 $712.0 NEW $3.67 -6.3%
2095 NEWAMSTERDAM PHARMA COMPANY 21.0 $712.0 $33.90
2096 AMRX AMNEAL PHARMACEUTICALS INC Healthcare 41.0 $710.0 $17.32 +4.0%
2097 YMM FULL TRUCK ALLIANCE CO LTD Technology 87.0 $707.0 NEW $8.13 +7.9%
2098 BMRC BANK OF MARIN BANCORP Financial Services 25.0 $693.0 +16.0 +177.8% $27.72 -3.6%
2099 TARS TARSUS PHARMACEUTICALS INC Healthcare 11.0 $693.0 $63.00 +14.2%
2100 TTGT TECHTARGET INC Communication Services 192.0 $692.0 +82.0 +74.5% $3.60 +8.5%
Page 105 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%