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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 17 of 133  ·  2,655 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 CVLT COMMVAULT SYS INC Technology 572.0 $81K 0.02% NEW $141.73 -1.0%
322 KMI KINDER MORGAN INC DEL Energy 2,501.0 $80K 0.02% +249.0 +11.1% $31.97 -1.3%
323 TCBI TEXAS CAP BANCSHARES INC Financial Services 774.0 $80K 0.02% +91.0 +13.3% $103.26 -5.0%
324 ACN ACCENTURE PLC IRELAND Technology 635.0 $79K 0.02% +152.0 +31.5% $124.44 +50.6%
325 TGT TARGET CORP Consumer Defensive 604.0 $79K 0.02% +249.0 +70.1% $130.61 +27.0%
326 BIIB BIOGEN INC Healthcare 365.0 $79K 0.02% +129.0 +54.7% $216.06 +2.5%
327 RGLD ROYAL GOLD INC Basic Materials 394.0 $79K 0.02% +13.0 +3.4% $199.61 +34.7%
328 XEL XCEL ENERGY INC Utilities 978.0 $79K 0.02% +94.0 +10.6% $80.30 -3.9%
329 BCS BARCLAYS PLC Financial Services 2,901.0 $78K 0.02% +1K +102.0% $26.86 +0.0%
330 VFC V F CORP Consumer Cyclical 4,671.0 $78K 0.02% +3K +190.1% $16.68 -18.2%
331 ARMK ARAMARK Industrials 1,368.0 $78K 0.02% +60.0 +4.6% $56.90 +3.5%
332 RY ROYAL BK CDA Financial Services 375.0 $78K 0.02% +145.0 +63.0% $206.97 -1.2%
333 PB PROSPERITY BANCSHARES INC Financial Services 1,062.0 $78K 0.02% +117.0 +12.4% $73.03 -0.5%
334 WM WASTE MGMT INC DEL Industrials 348.0 $78K 0.02% +127.0 +57.5% $222.76 -2.2%
335 LITE LUMENTUM HLDGS INC Technology 90.0 $77K 0.02% NEW $858.07 +11.4%
336 JAZZ JAZZ PHARMACEUTICALS PLC Healthcare 320.0 $77K 0.02% +250.0 +357.1% $240.97 +4.2%
337 GLD SPDR GOLD TR Financial Services 209.0 $77K 0.02% +153.0 +273.2% $368.38 +14.7%
338 STLD STEEL DYNAMICS INC Basic Materials 335.0 $77K 0.02% +5.0 +1.5% $229.46 +2.8%
339 SYF SYNCHRONY FINANCIAL Financial Services 1,010.0 $77K 0.02% -78.0 -7.2% $76.05 +5.1%
340 ETSY INC 1,015.0 $76K 0.02% -991.0 -49.4% $75.33
Page 17 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%