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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 38 of 133  ·  2,655 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 KEX KIRBY CORP Industrials 181.0 $25K 0.01% +153.0 +546.4% $135.97 +2.3%
742 RSSB TIDAL TRUST II 799.0 $25K 0.01% +47.0 +6.2% $30.76 +1.3%
743 BIOHAVEN LTD 1,650.0 $25K 0.01% +1K +199.5% $14.88
744 LYV LIVE NATION ENTERTAINMENT IN Communication Services 134.0 $25K 0.01% +112.0 +509.1% $183.11 -0.8%
745 SCHV SCHWAB STRATEGIC TR 702.0 $24K 0.01% NEW $34.81 -0.6%
746 VSAT VIASAT INC Technology 272.0 $24K 0.01% +126.0 +86.3% $89.81 -25.0%
747 SEADRILL LTD 645.0 $24K 0.01% $37.82
748 BSVO EA SERIES TRUST 830.0 $24K 0.01% NEW $29.19 +0.8%
749 ICHR ICHOR HOLDINGS Technology 215.0 $24K 0.01% +23.0 +12.0% $112.28 -50.6%
750 AEO AMERICAN EAGLE OUTFITTERS IN Consumer Cyclical 1,402.0 $24K 0.01% -116.0 -7.6% $17.20 -1.9%
751 RSI RUSH STREET INTERACTIVE INC Consumer Cyclical 809.0 $24K 0.01% +26.0 +3.3% $29.74 -11.2%
752 MTB M & T BK CORP Financial Services 101.0 $24K 0.01% +57.0 +129.6% $238.02 -0.3%
753 ADT ADT INC DEL Industrials 3,698.0 $24K 0.01% -10K -73.2% $6.50 +16.0%
754 SLM SLM CORP Financial Services 925.0 $24K 0.01% +545.0 +143.4% $25.94 +1.8%
755 SAIC SCIENCE APPLICATIONS INTL CO Technology 217.0 $24K 0.01% +144.0 +197.3% $110.41 +14.1%
756 TTMI TTM TECHNOLOGIES INC Technology 128.0 $24K 0.01% +58.0 +82.9% $187.02 -36.6%
757 DINO HF SINCLAIR CORP Energy 340.0 $24K 0.01% +29.0 +9.3% $69.65 +43.2%
758 VIG VANGUARD SPECIALIZED FUNDS 100.0 $24K 0.01% -127.0 -56.0% $236.62 +2.7%
759 VLTO VERALTO CORP Industrials 265.0 $24K 0.01% +193.0 +268.1% $88.68 +11.1%
760 PINS PINTEREST INC Communication Services 1,117.0 $23K 0.01% -2K -62.9% $21.03 +10.3%
Page 38 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%