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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 36 of 133  ·  2,655 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 XLI SELECT SECTOR SPDR TR 150.0 $28K 0.01% NEW $185.23 -4.4%
702 CMPR CIMPRESS PLC Communication Services 273.0 $28K 0.01% -10.0 -3.5% $101.70 -12.2%
703 VIOO VANGUARD ADMIRAL FDS INC 201.0 $28K 0.01% NEW $137.54 -1.9%
704 SIGI SELECTIVE INS GROUP INC Financial Services 283.0 $27K 0.01% -127.0 -31.0% $97.01 -4.7%
705 CELH CELSIUS HLDGS INC Consumer Defensive 932.0 $27K 0.01% +659.0 +241.4% $29.28 +12.6%
706 PR PERMIAN RESOURCES CORP Energy 1,478.0 $27K 0.01% NEW $18.41 +23.3%
707 BUD ANHEUSER BUSCH INBEV SA NV Consumer Defensive 330.0 $27K 0.01% +137.0 +71.0% $82.40 -2.8%
708 SBUX STARBUCKS CORP Consumer Cyclical 265.0 $27K 0.01% +200.0 +307.7% $102.19 +5.5%
709 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 565.0 $27K 0.01% -885.0 -61.0% $47.81 -11.6%
710 IX ORIX CORP Financial Services 708.0 $27K 0.01% +192.0 +37.2% $38.04 +2.5%
711 MHO M/I HOMES INC Consumer Cyclical 167.0 $27K 0.01% $160.79 -5.8%
712 IJT ISHARES TR 150.0 $27K 0.01% +8.0 +5.6% $178.60 -4.2%
713 SIG SIGNET JEWELERS LIMITED Consumer Cyclical 310.0 $27K 0.01% -5.0 -1.6% $86.20 -4.1%
714 FLO FLOWERS FOODS INC Consumer Defensive 3,378.0 $27K 0.01% +758.0 +28.9% $7.90 -10.1%
715 PECO PHILLIPS EDISON & CO INC Real Estate 641.0 $27K 0.01% +10.0 +1.6% $41.63 -6.2%
716 VTEB VANGUARD MUN BD FDS 525.0 $27K 0.01% NEW $50.58 -2.3%
717 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 414.0 $27K 0.01% +121.0 +41.3% $64.01 +12.0%
718 FTRE FORTREA HLDGS INC Healthcare 1,512.0 $26K 0.01% +33.0 +2.2% $17.40 +8.1%
719 BKH BLACK HILLS CORP Utilities 353.0 $26K 0.01% +259.0 +275.5% $74.40 -2.2%
720 PNR PENTAIR PLC Industrials 341.0 $26K 0.01% -247.0 -42.0% $76.66 -19.6%
Page 36 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%