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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 113 of 133  ·  2,655 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2241 NAVN NAVAN INC Technology 19.0 $435.0 NEW $22.89 +33.6%
2242 FWRD FORWARD AIR CORP Industrials 32.0 $433.0 +18.0 +128.6% $13.53 +30.8%
2243 LILA LIBERTY LATIN AMERICA LTD 55.0 $432.0 +51.0 +1275.0% $7.85
2244 LRN STRIDE INC Consumer Defensive 5.0 $432.0 $86.40 -1.3%
2245 FLGT FULGENT GENETICS INC Healthcare 21.0 $431.0 NEW $20.52 -2.8%
2246 HASI HA SUSTAINABLE INFRA CAP INC Financial Services 11.0 $430.0 -26.0 -70.3% $39.09 +3.0%
2247 ARAY ACCURAY INC DEL Healthcare 1,657.0 $428.0 +2K +9105.6% $0.26 +1.5%
2248 BSET BASSETT FURNITURE INDS INC Consumer Cyclical 24.0 $426.0 +23.0 +2300.0% $17.75 +6.2%
2249 FG F&G ANNUITIES & LIFE INC Financial Services 16.0 $426.0 -50.0 -75.8% $26.62 -11.4%
2250 SPYV SPDR SERIES TRUST 7.0 $426.0 NEW $60.86 +4.3%
2251 SHEN SHENANDOAH TELECOMMUNICATION Communication Services 28.0 $423.0 NEW $15.11 -19.5%
2252 IMXI INTERNATIONAL MONEY EXPRESS Technology 29.0 $420.0 -60.0 -67.4% $14.48 +0.1%
2253 BLND BLEND LABS INC Technology 244.0 $418.0 NEW $1.71 -10.1%
2254 MRDN MERIDIAN HOLDINGS INC Technology 30.0 $418.0 NEW $13.93 +0.5%
2255 NNOX NANO X IMAGING LTD Healthcare 360.0 $418.0 +344.0 +2150.0% $1.16 -27.4%
2256 SEVN SEVEN HILLS REALTY TRUST Real Estate 49.0 $414.0 NEW $8.45 -10.0%
2257 PHIN PHINIA INC Consumer Cyclical 5.0 $412.0 $82.40 -17.4%
2258 BWFG BANKWELL FINL GROUP INC Financial Services 7.0 $412.0 +2.0 +40.0% $58.86 +12.7%
2259 IREN IREN LIMITED Financial Services 9.0 $412.0 NEW $45.78 -11.5%
2260 GRFS GRIFOLS S A Healthcare 58.0 $411.0 -22.0 -27.5% $7.09 +10.4%
Page 113 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%