BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 131 of 133  ·  2,655 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2601 AVNW AVIAT NETWORKS INC Technology 2.0 $45.0 -2.0 -50.0% $22.50 -7.1%
2602 EVI EVI INDS INC Industrials 3.0 $45.0 +2.0 +200.0% $15.00 -4.8%
2603 BHR BRAEMAR HOTELS & RESORTS INC Real Estate 20.0 $44.0 +14.0 +233.3% $2.20 -6.8%
2604 NBBK NB BANCORP INC Financial Services 2.0 $43.0 $21.50 +3.7%
2605 VLGEA VILLAGE SUPER MKT INC Consumer Defensive 1.0 $43.0 -2.0 -66.7% $43.00 +1.5%
2606 BV FINL INC 2.0 $43.0 NEW $21.50
2607 INSE INSPIRED ENTMT INC Consumer Cyclical 5.0 $42.0 -7.0 -58.3% $8.40 -30.4%
2608 CRMD CORMEDIX INC Healthcare 5.0 $40.0 NEW $8.00 +4.9%
2609 HWBK HAWTHORN BANCSHARES INC Financial Services 1.0 $40.0 NEW $40.00 -2.3%
2610 LQDT LIQUIDITY SVCS INC Consumer Cyclical 1.0 $40.0 NEW $40.00 +4.7%
2611 ESOA ENERGY SERVICES OF AMER CORP Industrials 2.0 $39.0 NEW $19.50 -41.1%
2612 CBFV CB FINL SVCS INC Financial Services 1.0 $38.0 NEW $38.00 -1.6%
2613 NEON NEONODE INC Technology 39.0 $37.0 +31.0 +387.5% $0.95 -5.1%
2614 PZZA PAPA JOHNS INTL INC Consumer Cyclical 1.0 $37.0 $37.00 -36.2%
2615 VGAS VERDE CLEAN FUELS INC Utilities 36.0 $37.0 NEW $1.03 +30.4%
2616 MGPI MGP INGREDIENTS INC NEW Consumer Defensive 2.0 $36.0 NEW $18.00 -3.1%
2617 MG MISTRAS GROUP INC Industrials 2.0 $35.0 $17.50 +7.4%
2618 RBKB RHINEBECK BANCORP INC Financial Services 2.0 $35.0 NEW $17.50 -27.8%
2619 LE LANDS END INC NEW Consumer Cyclical 3.0 $32.0 -4.0 -57.1% $10.67 +14.2%
2620 LARK LANDMARK BANCORP INC Financial Services 1.0 $31.0 NEW $31.00 +3.1%
Page 131 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%