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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 115 of 133  ·  2,655 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2281 CF BANKSHARES INC 12.0 $394.0 +5.0 +71.4% $32.83
2282 KALU KAISER ALUMINIUM CORPORATION Basic Materials 2.0 $392.0 $196.00 -20.0%
2283 TUHURA BIOSCIENCES INC 167.0 $391.0 +165.0 +8250.0% $2.34
2284 RMR RMR GROUP INC Real Estate 19.0 $391.0 -32.0 -62.8% $20.58 -5.3%
2285 ASCENT INDUSTRIES CO 26.0 $391.0 +24.0 +1200.0% $15.04
2286 BAP CREDICORP LTD Financial Services 1.0 $390.0 NEW $390.00 -4.3%
2287 CLVT CLARIVATE PLC Technology 180.0 $389.0 +173.0 +2471.4% $2.16 -6.1%
2288 WBTN WEBTOON ENTMT INC Technology 34.0 $389.0 -56.0 -62.2% $11.44 -12.9%
2289 NEOG NEOGEN CORP Healthcare 43.0 $387.0 $9.00 +30.4%
2290 SHLS SHOALS TECHNOLOGIES GROUP IN Energy 39.0 $387.0 +14.0 +56.0% $9.92 -25.2%
2291 FEDERATED HERMES INC 7.0 $387.0 $55.29
2292 EBF ENNIS INC Industrials 18.0 $383.0 $21.28 +0.9%
2293 NNE NANO NUCLEAR ENERGY INC Industrials 18.0 $381.0 NEW $21.17 -9.1%
2294 ASLE AERSALE CORPORATION Industrials 60.0 $380.0 NEW $6.33 -10.8%
2295 GABC GERMAN AMERN BANCORP INC Financial Services 8.0 $380.0 -6.0 -42.9% $47.50 +4.3%
2296 GDOT GREEN DOT CORP Financial Services 28.0 $379.0 -29.0 -50.9% $13.54 -1.2%
2297 CMT CORE MOLDING TECHNOLOGIES IN Basic Materials 16.0 $378.0 -7.0 -30.4% $23.62 +5.8%
2298 HLX HELIX ENERGY SOLUTIONS GRP I Energy 43.0 $376.0 -30.0 -41.1% $8.74 +15.7%
2299 RITHM PPTY TR INC 26.0 $375.0 NEW $14.42
2300 MAT MATTEL INC Consumer Cyclical 27.0 $375.0 -3K -99.1% $13.89 +7.4%
Page 115 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%