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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 15 of 133  ·  2,655 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 BHP BHP BILLITON LIMITED Basic Materials 1,092.0 $91K 0.02% +293.0 +36.7% $83.31 +15.7%
282 NDAQ NASDAQ INC Financial Services 1,144.0 $90K 0.02% +89.0 +8.4% $78.82 +26.0%
283 CSGP COSTAR GROUP INC Real Estate 3,179.0 $90K 0.02% +3K +1043.5% $28.32 +10.7%
284 USB US BANCORP Financial Services 1,487.0 $90K 0.02% +117.0 +8.5% $60.40 +3.3%
285 AWK AMERICAN WTR WKS CO INC NEW Utilities 681.0 $90K 0.02% +623.0 +1074.1% $131.58 +3.9%
286 DLTR DOLLAR TREE INC Consumer Defensive 740.0 $90K 0.02% +415.0 +127.7% $120.95 +5.0%
287 LIN LINDE PLC Basic Materials 172.0 $89K 0.02% +147.0 +588.0% $518.94 -6.5%
288 APP APPLOVIN CORP Technology 173.0 $89K 0.02% -5.0 -2.8% $515.23 -39.3%
289 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 1,117.0 $88K 0.02% +164.0 +17.2% $79.22 +9.6%
290 MCK MCKESSON CORP Healthcare 117.0 $88K 0.02% +6.0 +5.4% $755.61 +17.9%
291 CR CRANE COMPANY Industrials 395.0 $88K 0.02% +329.0 +498.5% $223.07 -6.3%
292 AR ANTERO RESOURCES CORP Energy 2,505.0 $88K 0.02% +1K +96.0% $35.14 +9.6%
293 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 162.0 $88K 0.02% -76.0 -31.9% $541.83 -2.6%
294 FFIV F5 INC Technology 211.0 $88K 0.02% +201.0 +2010.0% $415.96 -1.4%
295 XOM EXXON MOBIL CORP Energy 641.0 $88K 0.02% +201.0 +45.7% $136.72 +14.4%
296 MSCI MSCI INC Financial Services 155.0 $87K 0.02% +100.0 +181.8% $560.05 +1.6%
297 UNM UNUM GROUP Financial Services 970.0 $87K 0.02% +362.0 +59.5% $89.40 +3.4%
298 TXT TEXTRON INC Industrials 939.0 $86K 0.02% +119.0 +14.5% $91.73 -10.2%
299 DUPONT DE NEMOURS INC 634.0 $86K 0.02% NEW $135.64
300 VRTX VERTEX PHARMACEUTICALS INC Healthcare 173.0 $86K 0.02% +161.0 +1341.7% $496.73 +10.2%
Page 15 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%