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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 124 of 133  ·  2,655 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2461 CMTG CLAROS MTG TR INC Real Estate 78.0 $184.0 +42.0 +116.7% $2.36 -29.0%
2462 MPAA MOTORCAR PTS AMER INC Consumer Cyclical 12.0 $184.0 -26.0 -68.4% $15.33 -25.1%
2463 TCI TRANSCONTINENTAL RLTY INVS Real Estate 4.0 $184.0 $46.00 -13.7%
2464 VUZI VUZIX CORP Technology 63.0 $183.0 NEW $2.90 -7.4%
2465 ARAI ARRIVE AI INC Technology 426.0 $183.0 NEW $0.43 -45.2%
2466 AOMR ANGEL OAK MORTGAGE REIT INC Real Estate 20.0 $182.0 +10.0 +100.0% $9.10 -7.4%
2467 HCAT HEALTH CATALYST INC Healthcare 89.0 $178.0 NEW $2.00 -19.2%
2468 LENNAR CORP 2.0 $178.0 -33.0 -94.3% $89.00
2469 SOUTH BOW CORP 5.0 $177.0 $35.40
2470 LIBERTY MEDIA CORP DEL 2.0 $176.0 -2.0 -50.0% $88.00
2471 CDLR CADELER A S Industrials 8.0 $176.0 +6.0 +300.0% $22.00 +16.3%
2472 SNFCA SECURITY NATL FINL CORP Financial Services 18.0 $175.0 NEW $9.72 -9.3%
2473 TEM TEMPUS AI INC Healthcare 3.0 $174.0 NEW $58.00 +22.9%
2474 CAL CALERES INC Consumer Cyclical 14.0 $174.0 +5.0 +55.6% $12.43 +1.8%
2475 FLYX FLYEXCLUSIVE INC Industrials 87.0 $174.0 NEW $2.00 -35.8%
2476 MNSB MAINSTREET BANCSHARES INC Financial Services 7.0 $173.0 NEW $24.71 +1.3%
2477 TIMB TIM S A Communication Services 8.0 $172.0 -5.0 -38.5% $21.50 -16.9%
2478 BK TECHNOLOGIES CORPORATION 2.0 $172.0 NEW $86.00
2479 EPSN EPSILON ENERGY LTD Energy 31.0 $168.0 +29.0 +1450.0% $5.42 +6.8%
2480 NRDY NERDY INC Technology 182.0 $167.0 NEW $0.92 +1019.2%
Page 124 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%