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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 123 of 133  ·  2,655 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2441 ESCA ESCALADE INC Consumer Cyclical 11.0 $207.0 +3.0 +37.5% $18.82 +6.5%
2442 DH DEFINITIVE HEALTHCARE CORP Healthcare 246.0 $205.0 -191.0 -43.7% $0.83 -4.6%
2443 TSHA TAYSHA GENE THERAPIES INC Healthcare 30.0 $205.0 $6.83 -11.2%
2444 USCB USCB FINANCIAL HOLDINGS INC Financial Services 10.0 $205.0 +7.0 +233.3% $20.50 +8.4%
2445 SHOULDER INNOVATIONS INC 10.0 $203.0 +9.0 +900.0% $20.30
2446 HL HECLA MINING COMPANY Basic Materials 13.0 $201.0 $15.46 +38.1%
2447 TARA PROTARA THERAPEUTICS INC Healthcare 52.0 $199.0 NEW $3.83 +4.1%
2448 WEYS WEYCO GROUP INC Consumer Cyclical 5.0 $197.0 +3.0 +150.0% $39.40 +14.3%
2449 PSMT PRICESMART INC Consumer Defensive 1.0 $196.0 -7.0 -87.5% $196.00 -10.5%
2450 EVC ENTRAVISION COMMUNICATIONS C Communication Services 15.0 $196.0 -21.0 -58.3% $13.07 -38.3%
2451 FB BANCORP INC 13.0 $196.0 +10.0 +333.3% $15.08
2452 FSBC FIVE STAR BANCORP Financial Services 4.0 $195.0 -8.0 -66.7% $48.75 -7.3%
2453 TALO TALOS ENERGY INC Energy 15.0 $194.0 -60.0 -80.0% $12.93 +29.2%
2454 MICC MAGNUM ICE CREAM CO NV Consumer Defensive 11.0 $192.0 -110.0 -90.9% $17.45 +15.6%
2455 WALD WALDENCAST PLC Technology 108.0 $191.0 NEW $1.77 -22.5%
2456 BEKE KE HLDGS INC Real Estate 13.0 $189.0 -61.0 -82.4% $14.54 +21.9%
2457 CZWI CITIZENS CMNTY BANCORP INC M Financial Services 8.0 $188.0 -2.0 -20.0% $23.50 -11.3%
2458 LOCO EL POLLO LOCO HLDGS INC Consumer Cyclical 11.0 $187.0 -2.0 -15.4% $17.00 -10.0%
2459 IIPR INNOVATIVE INDL PPTYS INC Real Estate 3.0 $186.0 $62.00 -8.1%
2460 ASTE ASTEC INDS INC Industrials 3.0 $184.0 -9.0 -75.0% $61.33 -28.7%
Page 123 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%