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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 108 of 133  ·  2,655 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2141 BILI BILIBILI INC Technology 35.0 $597.0 -96.0 -73.3% $17.06 -1.7%
2142 BZAI BLAIZE HLDGS INC Technology 432.0 $597.0 NEW $1.38 -63.0%
2143 ALT ALTIMMUNE INC Healthcare 196.0 $596.0 NEW $3.04 +6.6%
2144 SKYW SKYWEST INC Industrials 6.0 $596.0 -88.0 -93.6% $99.33 -0.5%
2145 FVCB FVCBANKCORP INC Financial Services 34.0 $595.0 +12.0 +54.5% $17.50 +4.7%
2146 CIVB CIVISTA BANCSHARES INC Financial Services 21.0 $593.0 +1.0 +5.0% $28.24 -2.9%
2147 ENPH ENPHASE ENERGY INC Energy 12.0 $591.0 NEW $49.25 -20.3%
2148 COMMUNITY WEST BANCSHARES NE 22.0 $591.0 $26.86
2149 URGN UROGEN PHARMA LTD Healthcare 16.0 $589.0 $36.81 +23.6%
2150 TRS TRIMAS CORP Consumer Cyclical 13.0 $586.0 -16.0 -55.2% $45.08 -12.2%
2151 PAYO PAYONEER GLOBAL INC Technology 82.0 $584.0 +70.0 +583.3% $7.12 +0.1%
2152 PCT PURECYCLE TECHNOLOGIES INC Industrials 72.0 $584.0 NEW $8.11 -18.0%
2153 CLNE CLEAN ENERGY FUELS CORP Energy 284.0 $583.0 +277.0 +3957.1% $2.05 -22.1%
2154 ACI ALBERTSONS COMPANIES INC Consumer Defensive 43.0 $582.0 NEW $13.53 -9.6%
2155 PHI PLDT INC Communication Services 33.0 $579.0 -117.0 -78.0% $17.55 +1.9%
2156 MITT TPG MTG INVTS TR INC Real Estate 73.0 $579.0 +69.0 +1725.0% $7.93 -16.0%
2157 ALKS ALKERMES PLC Healthcare 11.0 $577.0 $52.45 -6.8%
2158 SCYB SCHWAB STRATEGIC TR 22.0 $576.0 NEW $26.18 -0.3%
2159 SIRIUSPOINT LTD 24.0 $576.0 -83.0 -77.6% $24.00
2160 VIST VISTA ENERGY S.A.B. DE C.V. Energy 9.0 $575.0 NEW $63.89 +10.5%
Page 108 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%