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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 125 of 133  ·  2,655 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2481 RGP RESOURCES CONNECTION INC Industrials 39.0 $166.0 NEW $4.26 -1.3%
2482 CXDO CREXENDO INC Communication Services 22.0 $165.0 +20.0 +1000.0% $7.50 -14.9%
2483 HANOVER BANCORP INC 7.0 $164.0 NEW $23.43
2484 NOVT NOVANTA INC Technology 1.0 $163.0 NEW $163.00 -11.7%
2485 RLGT RADIANT LOGISTICS INC Industrials 17.0 $161.0 +10.0 +142.9% $9.47 -9.9%
2486 PACK RANPAK HOLDINGS CORP Consumer Cyclical 22.0 $161.0 NEW $7.32 -30.6%
2487 PGEN PRECIGEN INC Healthcare 28.0 $160.0 NEW $5.71 +29.9%
2488 RMBI RICHMOND MUT BANCORPORATION Financial Services 10.0 $159.0 NEW $15.90 -0.1%
2489 RIG TRANSOCEAN LTD Energy 32.0 $157.0 $4.91 +14.1%
2490 MASS 908 DEVICES INC Healthcare 18.0 $157.0 -16.0 -47.1% $8.72 +18.9%
2491 HVT HAVERTY FURNITURE COS INC Consumer Cyclical 6.0 $154.0 -15.0 -71.4% $25.67 +6.2%
2492 TZOO TRAVELZOO Communication Services 13.0 $152.0 +12.0 +1200.0% $11.69 -42.0%
2493 SUNS SUNRISE RLTY TR INC Real Estate 19.0 $151.0 NEW $7.95 -5.0%
2494 SKILLSOFT CORP 29.0 $151.0 NEW $5.21
2495 KVYO KLAVIYO INC Technology 10.0 $151.0 -44.0 -81.5% $15.10 +17.8%
2496 FLXS FLEXSTEEL INDS INC Consumer Cyclical 2.0 $149.0 +1.0 +100.0% $74.50 +9.8%
2497 VMD VIEMED HEALTHCARE INC Healthcare 13.0 $149.0 NEW $11.46 -18.6%
2498 SMMT SUMMIT THERAPEUTICS INC Healthcare 10.0 $146.0 +4.0 +66.7% $14.60 -2.5%
2499 RHLD RESOLUTE HLDGS MGMT INC Industrials 1.0 $145.0 $145.00 -5.3%
2500 CZFS CITIZENS FINL SVCS INC Financial Services 2.0 $145.0 +1.0 +100.0% $72.50 +11.3%
Page 125 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%