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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 18 of 133  ·  2,655 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 MANH MANHATTAN ASSOCIATES INC Technology 549.0 $76K 0.02% -64.0 -10.4% $139.25 +60.7%
342 NVS NOVARTIS AG Healthcare 485.0 $76K 0.02% -11.0 -2.2% $156.72 -1.3%
343 ALL ALLSTATE CORP Financial Services 317.0 $75K 0.02% +271.0 +589.1% $237.94 +8.2%
344 AMGN AMGEN INC Healthcare 208.0 $75K 0.02% +39.0 +23.1% $362.12 +20.7%
345 SWK STANLEY BLACK & DECKER INC Industrials 798.0 $75K 0.02% +674.0 +543.5% $94.12 +5.4%
346 SCHD SCHWAB STRATEGIC TR 2,365.0 $75K 0.02% NEW $31.71 +9.8%
347 NATWEST GROUP PLC 4,247.0 $75K 0.02% +804.0 +23.4% $17.63
348 GAP GAP INC Consumer Cyclical 3,997.0 $75K 0.02% +334.0 +9.1% $18.68 +11.4%
349 HRB BLOCK H & R INC Consumer Cyclical 1,959.0 $75K 0.02% +2K +3059.7% $38.08 +38.0%
350 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 919.0 $75K 0.02% +877.0 +2088.1% $81.16 -9.7%
351 WMB WILLIAMS COS INC Energy 998.0 $74K 0.02% +183.0 +22.4% $74.34 -0.2%
352 VLYPN VALLEY NATL BANCORP 5,052.0 $74K 0.02% +2K +77.5% $14.65
353 FNB F N B CORP Financial Services 3,865.0 $74K 0.02% +1K +61.7% $19.08 -3.1%
354 PYPL PAYPAL HLDGS INC Financial Services 1,702.0 $73K 0.02% -375.0 -18.1% $43.18 +42.3%
355 LVS LAS VEGAS SANDS CORP Consumer Cyclical 1,591.0 $73K 0.02% -788.0 -33.1% $46.19 -4.2%
356 ESS ESSEX PPTY TR INC Real Estate 251.0 $73K 0.02% +75.0 +42.6% $291.59 -3.7%
357 IP INTERNATIONAL PAPER CO Consumer Cyclical 1,908.0 $73K 0.02% +2K +2444.0% $38.10 +4.6%
358 THC TENET HEALTHCARE CORP Healthcare 388.0 $73K 0.02% -229.0 -37.1% $187.08 +43.1%
359 RPM RPM INTL INC Basic Materials 653.0 $73K 0.02% +324.0 +98.5% $111.15 -4.9%
360 MMM 3M CO Industrials 445.0 $72K 0.02% -273.0 -38.0% $161.91 +10.4%
Page 18 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%