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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 121 of 133  ·  2,655 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2401 FC FRANKLIN COVEY CO Industrials 10.0 $246.0 +9.0 +900.0% $24.60 -17.4%
2402 GBX GREENBRIER COS INC Industrials 5.0 $246.0 $49.20 -6.4%
2403 FNLC FIRST BANCORP INC ME Financial Services 7.0 $244.0 +3.0 +75.0% $34.86 -1.4%
2404 WDFC WD 40 CO Basic Materials 1.0 $244.0 NEW $244.00 -9.6%
2405 OM OUTSET MED INC Healthcare 56.0 $242.0 NEW $4.32 -4.8%
2406 KT KT CORP Communication Services 14.0 $242.0 $17.29 +13.4%
2407 MRBK MERIDIAN CORP Financial Services 12.0 $241.0 -2.0 -14.3% $20.08 -3.4%
2408 SEG SEAPORT ENTMT GROUP INC Real Estate 9.0 $240.0 +2.0 +28.6% $26.67 +1.4%
2409 CWEN CLEARWAY ENERGY INC Utilities 7.0 $240.0 NEW $34.29 -5.4%
2410 DOUG DOUGLAS ELLIMAN INC Real Estate 134.0 $238.0 +126.0 +1575.0% $1.78 +5.6%
2411 FSP FRANKLIN STR PPTYS CORP Real Estate 462.0 $238.0 +455.0 +6500.0% $0.52 -20.0%
2412 MNTK MONTAUK RENEWABLES INC Utilities 152.0 $238.0 +140.0 +1166.7% $1.57 +15.9%
2413 USNA USANA HEALTH SCIENCES INC Consumer Defensive 11.0 $235.0 +9.0 +450.0% $21.36 -35.2%
2414 U HAUL HOLDING COMPANY 4.0 $231.0 NEW $57.75
2415 INSTALLED BLDG PRODS INC 1.0 $230.0 $230.00
2416 ACTG ACACIA RESH CORP Industrials 49.0 $229.0 +47.0 +2350.0% $4.67 -3.7%
2417 SBFG SB FINL GROUP INC Financial Services 9.0 $228.0 +4.0 +80.0% $25.33 +10.0%
2418 DSP VIANT TECHNOLOGY INC Technology 18.0 $228.0 +6.0 +50.0% $12.67 +1.0%
2419 BHB BAR HBR BANKSHARES Financial Services 6.0 $227.0 +4.0 +200.0% $37.83 +4.1%
2420 MYFW FIRST WESTN FINL INC Financial Services 7.0 $225.0 -2.0 -22.2% $32.14 -4.3%
Page 121 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%