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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 111 of 133  ·  2,655 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2201 ARI APOLLO COML REAL ESTATE FIN Real Estate 47.0 $502.0 -111.0 -70.2% $10.68 -35.4%
2202 INV INNVENTURE INC Financial Services 99.0 $502.0 NEW $5.07 -71.2%
2203 ORGO ORGANOGENESIS HLDGS INC Healthcare 206.0 $501.0 -502.0 -70.9% $2.43 -28.5%
2204 MYO MYOMO INC Healthcare 478.0 $498.0 +441.0 +1191.9% $1.04 +59.3%
2205 ASIX ADVANSIX INC Basic Materials 25.0 $497.0 +18.0 +257.1% $19.88 -17.7%
2206 PRIM PRIMORIS SVCS CORP Industrials 5.0 $496.0 $99.20 -22.4%
2207 MVBF MVB FINL CORP Financial Services 17.0 $494.0 -6.0 -26.1% $29.06 +3.9%
2208 HTZ HERTZ GLOBAL HLDGS INC Industrials 218.0 $494.0 NEW $2.27 -10.0%
2209 SFST SOUTHERN FIRST BANCSHARES Financial Services 8.0 $489.0 -3.0 -27.3% $61.12 +1.7%
2210 AIRO AIRO GROUP HLDGS INC Industrials 66.0 $488.0 NEW $7.39 +8.6%
2211 XRN CHIRON REAL ESTATE INC Financial Services 13.0 $488.0 +5.0 +62.5% $37.54 -1.7%
2212 NSIT INSIGHT ENTERPRISES INC Technology 4.0 $488.0 NEW $122.00 +28.1%
2213 EPM EVOLUTION PETE CORP Energy 132.0 $486.0 +129.0 +4300.0% $3.68 -2.8%
2214 BALLYS CORPORATION 35.0 $480.0 +31.0 +775.0% $13.71
2215 OBT ORANGE CNTY BANCORP INC Financial Services 13.0 $479.0 +1.0 +8.3% $36.85 +3.0%
2216 LIFEZONE METALS LIMITED 123.0 $478.0 +49.0 +66.2% $3.89
2217 IRMD IRADIMED CORP Healthcare 5.0 $478.0 -4.0 -44.4% $95.60 -9.0%
2218 INMB INMUNE BIO INC Healthcare 291.0 $475.0 NEW $1.63 +47.0%
2219 MTW MANITOWOC CO INC Industrials 34.0 $473.0 +8.0 +30.8% $13.91 +36.6%
2220 BBNX BETA BIONICS INC Healthcare 30.0 $471.0 -76.0 -71.7% $15.70 +24.5%
Page 111 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%