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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 132 of 133  ·  2,655 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2621 MFIN MEDALLION FINANCIAL CORP Financial Services 3.0 $31.0 NEW $10.33 +13.4%
2622 FIGR FIGURE TECHNOLOGY SOLUTIO Financial Services 1.0 $31.0 NEW $31.00 +19.6%
2623 LWAY LIFEWAY FOODS INC Consumer Defensive 1.0 $30.0 NEW $30.00 -11.8%
2624 STRW STRAWBERRY FIELDS REIT INC Real Estate 2.0 $28.0 NEW $14.00 -1.9%
2625 CIX COMPX INTL INC Industrials 1.0 $25.0 $25.00 +28.0%
2626 KOLIBRI GLOBAL ENERGY INC 5.0 $25.0 NEW $5.00
2627 LOANDEPOT INC 20.0 $25.0 -261.0 -92.9% $1.25
2628 VRM VROOM INC Consumer Cyclical 3.0 $24.0 NEW $8.00 +14.9%
2629 NATR NATURES SUNSHINE PRODS INC Consumer Defensive 1.0 $22.0 -7.0 -87.5% $22.00 -35.0%
2630 TTAM TITAN AMER SA Basic Materials 1.0 $19.0 -6.0 -85.7% $19.00 -19.4%
2631 OPENDOOR TECHNOLOGIES INC 36.0 $18.0 $0.50
2632 SOC SABLE OFFSHORE CORP Energy 5.0 $16.0 NEW $3.20 +44.7%
2633 ULH UNIVERSAL LOGISTICS HLDGS IN Industrials 1.0 $15.0 NEW $15.00 +27.8%
2634 MEDIWOUND LTD 1.0 $15.0 NEW $15.00
2635 SBC MED GROUP HLDGS INC 4.0 $13.0 NEW $3.25
2636 SOLESENCE INC 17.0 $13.0 NEW $0.76
2637 ACEL ACCEL ENTERTAINMENT INC Consumer Cyclical 1.0 $13.0 -40.0 -97.6% $13.00 -9.2%
2638 AISP AIRSHIP AI HLDGS INC Technology 5.0 $12.0 -25.0 -83.3% $2.40 -11.2%
2639 AKA A K A BRANDS HLDG CORP Consumer Cyclical 1.0 $11.0 -1.0 -50.0% $11.00 -3.6%
2640 SAMG SILVERCREST ASSET MGMT GROUP Financial Services 1.0 $11.0 NEW $11.00 -9.3%
Page 132 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%