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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 119 of 133  ·  2,655 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2361 PLBC PLUMAS BANCORP Financial Services 5.0 $293.0 $58.60 +4.4%
2362 TYL TYLER TECHNOLOGIES INC Technology 1.0 $293.0 -5.0 -83.3% $293.00 +26.2%
2363 LAB STANDARD BIOTOOLS INC Healthcare 354.0 $292.0 -2K -81.8% $0.82 -20.8%
2364 PIPR PIPER SANDLER COMPANIES Financial Services 4.0 $290.0 NEW $72.50 +3.0%
2365 DYN DYNE THERAPEUTICS INC Healthcare 13.0 $289.0 $22.23 +17.4%
2366 GSM FERROGLOBE PLC Basic Materials 90.0 $287.0 NEW $3.19 +27.0%
2367 HOV HOVNANIAN ENTERPRISES INC Consumer Cyclical 2.0 $285.0 -2.0 -50.0% $142.50 -11.1%
2368 PCB PCB BANCORP Financial Services 10.0 $284.0 -4.0 -28.6% $28.40 -3.1%
2369 HIPPO HLDGS INC 10.0 $283.0 NEW $28.30
2370 BRCC BRC INC Consumer Defensive 254.0 $282.0 -391.0 -60.6% $1.11 +654.8%
2371 FUTU FUTU HLDGS LTD Financial Services 3.0 $282.0 -9.0 -75.0% $94.00 +32.5%
2372 PCYO PURE CYCLE CORP Utilities 26.0 $279.0 +23.0 +766.7% $10.73 +6.5%
2373 ATYR ATYR PHARMA INC Healthcare 464.0 $277.0 NEW $0.60 -7.1%
2374 BRT BRT APARTMENTS CORP Real Estate 18.0 $277.0 +17.0 +1700.0% $15.39 -6.8%
2375 LMNR LIMONEIRA CO Consumer Defensive 21.0 $276.0 +20.0 +2000.0% $13.14 +3.2%
2376 OPCH OPTION CARE HEALTH INC Healthcare 13.0 $273.0 NEW $21.00 +14.2%
2377 CIG CIA ENERGETICA DE MINAS GERA Utilities 130.0 $273.0 +126.0 +3150.0% $2.10 -6.2%
2378 EFC ELLINGTON FINANCIAL INC Real Estate 20.0 $273.0 -125.0 -86.2% $13.65 -0.6%
2379 NAGE NIAGEN BIOSCIENCE INC Healthcare 85.0 $272.0 -422.0 -83.2% $3.20 +0.3%
2380 RWT REDWOOD TRUST INC Real Estate 57.0 $271.0 +51.0 +850.0% $4.75 -2.6%
Page 119 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%