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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 106 of 133  ·  2,655 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2101 BCAX BICARA THERAPEUTICS INC Healthcare 23.0 $683.0 $29.70 -16.4%
2102 DJT TRUMP MEDIA & TECHNOLOGY GRO Communication Services 88.0 $682.0 NEW $7.75 +26.1%
2103 TRTX TPG RE FIN TR INC Real Estate 81.0 $678.0 +58.0 +252.2% $8.37 -7.5%
2104 OSG OCTAVE SPECIALTY GROUP INC Financial Services 108.0 $674.0 +63.0 +140.0% $6.24 -27.7%
2105 BWB BRIDGEWATER BANCSHARES INC Financial Services 32.0 $674.0 -5.0 -13.5% $21.06 +1.2%
2106 EBMT EAGLE BANCORP MONT INC Financial Services 28.0 $671.0 +13.0 +86.7% $23.96 -6.5%
2107 AAL AMERICAN AIRLINES GROUP INC Industrials 37.0 $669.0 -97.0 -72.4% $18.08 -24.1%
2108 DCGO DOCGO INC Healthcare 1,290.0 $666.0 +1K +10000.0% $0.52 -19.7%
2109 ALDX ALDEYRA THERAPEUTICS INC Healthcare 312.0 $665.0 +138.0 +79.3% $2.13 -27.7%
2110 TGTX TG THERAPEUTICS INC Healthcare 12.0 $660.0 NEW $55.00 +1.3%
2111 NATIONAL CINEMEDIA INC 173.0 $658.0 NEW $3.80
2112 ABR ARBOR REALTY TRUST INC Real Estate 121.0 $656.0 NEW $5.42 -7.2%
2113 GAMB GAMBLING COM GROUP LIMITED Consumer Cyclical 344.0 $654.0 +281.0 +446.0% $1.90 +0.5%
2114 PKOH PARK-OHIO HLDGS CORP Industrials 17.0 $654.0 -1.0 -5.6% $38.47 +23.2%
2115 ANGO ANGIODYNAMICS INC Healthcare 50.0 $651.0 +45.0 +900.0% $13.02 +21.2%
2116 PBFS PIONEER BANCORP INC MD Financial Services 38.0 $649.0 -2.0 -5.0% $17.08 +3.8%
2117 TSSI TSS INC DEL Technology 52.0 $640.0 NEW $12.31 -31.5%
2118 QSI QUANTUM SI INC Healthcare 720.0 $638.0 NEW $0.89 -9.4%
2119 TRC TEJON RANCH CO Industrials 34.0 $636.0 -29.0 -46.0% $18.71 -13.7%
2120 CBT CABOT CORP Basic Materials 7.0 $636.0 $90.86 -6.9%
Page 106 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%