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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 118 of 133  ·  2,655 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2341 VABK VIRGINIA NATL BK CHRLOTSVLE Financial Services 7.0 $311.0 $44.43 +4.3%
2342 NFBK NORTHFIELD BANCORP INC DEL Financial Services 21.0 $310.0 -85.0 -80.2% $14.76 +3.7%
2343 UNIT UNITI GROUP LLC Real Estate 27.0 $310.0 +4.0 +17.4% $11.48 -11.7%
2344 LADR LADDER CAP CORP Real Estate 31.0 $309.0 -61.0 -66.3% $9.97 -1.4%
2345 BENITEC BIOPHARMA INC 23.0 $308.0 NEW $13.39
2346 CUSHMAN AND WAKEFIELD LTD 23.0 $308.0 -23.0 -50.0% $13.39
2347 WSFS WSFS FINL CORP Financial Services 4.0 $307.0 -32.0 -88.9% $76.75 +2.2%
2348 CARS CARS COM INC Consumer Cyclical 28.0 $307.0 NEW $10.96 +7.3%
2349 ENIC ENEL CHILE SA Utilities 68.0 $306.0 -4.0 -5.6% $4.50 -1.3%
2350 PDD PDD HOLDINGS INC Consumer Cyclical 4.0 $306.0 -7.0 -63.6% $76.50 +10.7%
2351 SMHI SEACOR MARINE HLDGS INC Industrials 40.0 $306.0 +20.0 +100.0% $7.65 +24.3%
2352 CZNC CITIZENS & NORTHN CORP Financial Services 13.0 $304.0 $23.38 +9.0%
2353 FOA FINANCE OF AMERICA COMPAN Financial Services 11.0 $303.0 NEW $27.55 -33.4%
2354 NMRK NEWMARK GROUP INC Real Estate 20.0 $303.0 $15.15 +2.6%
2355 SUNB SUNBELT RENTALS HOLDINGS INC Financial Services 4.0 $300.0 NEW $75.00 -1.8%
2356 CRNX CRINETICS PHARMACEUTICALS IN Healthcare 8.0 $300.0 $37.50 +126.3%
2357 ZGN ERMENEGILDO ZEGNA N V Consumer Cyclical 23.0 $300.0 $13.04 +4.6%
2358 BCML BAYCOM CORP Financial Services 9.0 $297.0 -3.0 -25.0% $33.00 -9.2%
2359 OPAL OPAL FUELS INC Utilities 135.0 $297.0 -125.0 -48.1% $2.20 -3.2%
2360 ACHC ACADIA HEALTHCARE COMPANY IN Healthcare 10.0 $296.0 NEW $29.60 +2.1%
Page 118 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%