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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 114 of 133  ·  2,655 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2261 UNTY UNITY BANCORP INC Financial Services 7.0 $411.0 +3.0 +75.0% $58.71 -0.7%
2262 FRST PRIMIS FINANCIAL CORP Financial Services 25.0 $410.0 -9.0 -26.5% $16.40 -2.9%
2263 SPIRE GLOBAL INC 22.0 $410.0 +19.0 +633.3% $18.64
2264 MTN VAIL RESORTS INC Consumer Cyclical 3.0 $409.0 -10.0 -76.9% $136.33 +6.1%
2265 EQX EQUINOX GOLD CORP Basic Materials 42.0 $409.0 NEW $9.74 +38.1%
2266 VSTS VESTIS CORPORATION Industrials 28.0 $407.0 -128.0 -82.0% $14.54 -12.3%
2267 FIZZ NATIONAL BEVERAGE CORP Consumer Defensive 13.0 $406.0 -8.0 -38.1% $31.23 +4.0%
2268 SATS ECHOSTAR CORP Technology 4.0 $406.0 $101.50 -15.9%
2269 LFMD LIFEMD INC Healthcare 98.0 $405.0 NEW $4.13 -21.1%
2270 RITM RITHM CAPITAL CORP Real Estate 43.0 $404.0 -489.0 -91.9% $9.40 +6.5%
2271 TSBK TIMBERLAND BANCORP INC Financial Services 9.0 $404.0 +1.0 +12.5% $44.89 +3.0%
2272 CDXS CODEXIS INC Healthcare 178.0 $403.0 NEW $2.26 -26.7%
2273 FF FUTUREFUEL CORP Basic Materials 89.0 $403.0 +53.0 +147.2% $4.53 +14.6%
2274 STAA STAAR SURGICAL CO Healthcare 14.0 $402.0 -27.0 -65.8% $28.71 -22.0%
2275 PFIS PEOPLES FINL SVCS CORP Financial Services 6.0 $399.0 -3.0 -33.3% $66.50 +4.5%
2276 FMAO FARMERS & MERCHANTS BANCORP Financial Services 13.0 $398.0 +11.0 +550.0% $30.62 +10.7%
2277 SRI STONERIDGE INC Consumer Cyclical 54.0 $396.0 -210.0 -79.5% $7.33 -3.2%
2278 PMTS CPI CARD GROUP INC Financial Services 19.0 $395.0 +9.0 +90.0% $20.79 +39.3%
2279 HUBG HUB GROUP INC Industrials 9.0 $395.0 $43.89 -8.9%
2280 FLWS 1 800 FLOWERS COM INC Consumer Cyclical 113.0 $394.0 +110.0 +3666.7% $3.49 +7.3%
Page 114 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%