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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 128 of 133  ·  2,655 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2541 PAMT CORP 7.0 $99.0 +4.0 +133.3% $14.14
2542 FENC FENNEC PHARMACEUTICALS INC Healthcare 9.0 $97.0 +8.0 +800.0% $10.78 +12.9%
2543 NPCE NEUROPACE INC Healthcare 6.0 $96.0 NEW $16.00 -8.2%
2544 WHG WESTWOOD HLDGS GROUP INC Financial Services 5.0 $96.0 NEW $19.20 +3.3%
2545 PNBK PATRIOT NATL BANCORP INC Financial Services 99.0 $95.0 +93.0 +1550.0% $0.96 +8.4%
2546 IMMR IMMERSION CORP Technology 14.0 $95.0 +12.0 +600.0% $6.79 +13.3%
2547 VRRM VERRA MOBILITY CORP Technology 22.0 $94.0 -56.0 -71.8% $4.27 +3.4%
2548 VEL VELOCITY FINL INC Financial Services 5.0 $93.0 -14.0 -73.7% $18.60 -4.9%
2549 PSK SPDR SERIES TRUST 3.0 $92.0 NEW $30.67 -2.8%
2550 ISTR INVESTAR HOLDING CORP Financial Services 3.0 $90.0 -1.0 -25.0% $30.00 +0.2%
2551 KOP KOPPERS HOLDINGS INC Basic Materials 2.0 $90.0 -2.0 -50.0% $45.00 +3.0%
2552 ASPN ASPEN AEROGELS INC Industrials 14.0 $89.0 -4.0 -22.2% $6.36 -18.4%
2553 LIBERTY CAP CORP 4.0 $88.0 NEW $22.00
2554 CTO CTO RLTY GROWTH INC NEW Real Estate 4.0 $87.0 -8.0 -66.7% $21.75 -0.2%
2555 ELMD ELECTROMED INC Healthcare 2.0 $85.0 $42.50 -25.2%
2556 XZO EXZEO GROUP INC Financial Services 5.0 $85.0 NEW $17.00 -2.0%
2557 NPWR NET POWER INC Industrials 50.0 $84.0 +36.0 +257.1% $1.68 +7.7%
2558 NXDT NEXPOINT DIVERSIFIED REL ET Financial Services 16.0 $84.0 +12.0 +300.0% $5.25 +5.1%
2559 STEP STEPSTONE GROUP INC Financial Services 2.0 $83.0 -23.0 -92.0% $41.50 +20.0%
2560 ECBK ECB BANCORP INC Financial Services 4.0 $81.0 NEW $20.25 +0.9%
Page 128 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%