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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 20 of 133  ·  2,655 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 EVEREST GROUP LTD 187.0 $67K 0.02% +31.0 +19.9% $357.24
382 TD TORONTO DOMINION BK ONT Financial Services 549.0 $67K 0.02% +217.0 +65.4% $121.43 -0.3%
383 VZ VERIZON COMMUNICATIONS INC Communication Services 1,573.0 $67K 0.02% +1K +221.7% $42.34 +16.7%
384 AGX ARGAN INC Industrials 83.0 $66K 0.02% -10.0 -10.8% $798.55 -42.4%
385 GFS GLOBALFOUNDRIES INC Technology 804.0 $66K 0.02% +9.0 +1.1% $82.41 -43.8%
386 DXCM DEXCOM INC Healthcare 983.0 $66K 0.02% -12.0 -1.2% $67.35 +32.6%
387 HDV ISHARES TR 2,410.0 $66K 0.02% +2K +400.0% $27.41 +7.2%
388 G GENPACT LIMITED Technology 2,395.0 $66K 0.02% -58.0 -2.4% $27.50 +36.5%
389 MO ALTRIA GROUP INC Consumer Defensive 915.0 $66K 0.02% +459.0 +100.7% $71.95 -5.9%
390 OHI OMEGA HEALTHCARE INVS INC Real Estate 1,375.0 $66K 0.02% +38.0 +2.8% $47.68 -2.9%
391 ATI ATI INC Industrials 332.0 $65K 0.02% +72.0 +27.7% $197.10 +8.8%
392 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 749.0 $65K 0.02% +697.0 +1340.4% $87.22 +3.7%
393 CORPAY INC 196.0 $65K 0.02% +173.0 +752.2% $333.27
394 ADBE ADOBE INC Technology 318.0 $65K 0.02% -145.0 -31.3% $205.02 +41.0%
395 UNILEVER PLC 1,083.0 $65K 0.01% +519.0 +92.0% $60.12
396 HOOD ROBINHOOD MKTS INC Financial Services 649.0 $65K 0.01% -241.0 -27.1% $100.28 +9.5%
397 IJH ISHARES TR 843.0 $65K 0.01% +218.0 +34.9% $77.11 -0.6%
398 SPY STATE STR SPDR S&P 500 ETF T Financial Services 87.0 $65K 0.01% -7.0 -7.5% $746.77 +3.3%
399 GS GOLDMAN SACHS GROUP INC Financial Services 64.0 $65K 0.01% +22.0 +52.4% $1011.38 +2.9%
400 PRU PRUDENTIAL FINL INC Financial Services 596.0 $64K 0.01% +501.0 +527.4% $107.93 +11.5%
Page 20 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%