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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 109 of 133  ·  2,655 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2161 LUNG PULMONX CORP Healthcare 441.0 $574.0 NEW $1.30 +85.9%
2162 RYAM RAYONIER ADVANCED MATLS INC Basic Materials 73.0 $574.0 -44.0 -37.6% $7.86 +7.1%
2163 TDAY USA TODAY CO INC Communication Services 67.0 $573.0 -68.0 -50.4% $8.55 -25.2%
2164 LOB LIVE OAK BANCSHARES INC Financial Services 14.0 $572.0 $40.86 -2.1%
2165 ZUMZ ZUMIEZ INC Consumer Cyclical 32.0 $570.0 -14.0 -30.4% $17.81 -1.0%
2166 BEONE MEDICINES LTD 2.0 $570.0 -4.0 -66.7% $285.00
2167 AVIR ATEA PHARMACEUTICALS INC Healthcare 122.0 $568.0 NEW $4.66 +17.1%
2168 SVCO SILVACO GROUP INC Technology 41.0 $566.0 NEW $13.80 -47.6%
2169 MP MP MATERIALS CORP Basic Materials 10.0 $561.0 $56.10 +5.2%
2170 HAUZ DBX ETF TR 25.0 $561.0 NEW $22.44 +1.8%
2171 GRUPO CIBEST SA 7.0 $557.0 $79.57
2172 IONS IONIS PHARMACEUTICALS INC Healthcare 7.0 $556.0 $79.43 -21.4%
2173 WLDN WILLDAN GROUP INC Industrials 7.0 $554.0 $79.14 +11.0%
2174 CENX CENTURY ALUM CO Basic Materials 12.0 $553.0 +5.0 +71.4% $46.08 -0.4%
2175 LEGH LEGACY HOUSING CORP Consumer Cyclical 21.0 $552.0 +19.0 +950.0% $26.29 +7.9%
2176 APOG APOGEE ENTERPRISES INC Industrials 12.0 $549.0 NEW $45.75 -11.2%
2177 HYLB DBX ETF TR 15.0 $548.0 NEW $36.53 -0.3%
2178 NWFL NORWOOD FINANCIAL CORP Financial Services 17.0 $547.0 +3.0 +21.4% $32.18 +5.8%
2179 CCBG CAPITAL CITY BANK Financial Services 11.0 $544.0 $49.45 +3.5%
2180 NVMI NOVA LTD Technology 1.0 $543.0 $543.00 -31.7%
Page 109 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%