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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 43 of 133  ·  2,655 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
841 MGA MAGNA INTL INC Consumer Cyclical 278.0 $18K 0.00% +157.0 +129.8% $65.66 +0.3%
842 SMG SCOTTS MIRACLE-GRO CO Basic Materials 266.0 $18K 0.00% +224.0 +533.3% $68.11 -11.3%
843 ASAN ASANA INC Technology 2,585.0 $18K 0.00% +3K +3758.2% $7.00 +45.6%
844 ACM AECOM Industrials 259.0 $18K 0.00% +229.0 +763.3% $69.80 -0.9%
845 CRITICAL METALS CORP 1,759.0 $18K 0.00% $10.25
846 SNY SANOFI SA Healthcare 422.0 $18K 0.00% +183.0 +76.6% $42.66 +5.1%
847 HR HEALTHCARE RLTY TR Real Estate 888.0 $18K 0.00% +537.0 +153.0% $20.17 -5.9%
848 HUM HUMANA INC Healthcare 45.0 $18K 0.00% -16.0 -26.2% $397.22 -2.9%
849 QLYS QUALYS INC Technology 130.0 $18K 0.00% +87.0 +202.3% $137.49 +36.0%
850 SEB SEABOARD CORP DEL Industrials 4.0 $18K 0.00% NEW $4464.50 -12.3%
851 MZTI MARZETTI COMPANY Consumer Defensive 156.0 $18K 0.00% NEW $114.16 +0.6%
852 SRE SEMPRA Utilities 192.0 $18K 0.00% +155.0 +418.9% $92.71 -9.1%
853 EEFT EURONET WORLDWIDE INC Technology 243.0 $18K 0.00% +164.0 +207.6% $73.19 -4.4%
854 MUSA MURPHY USA INC Consumer Cyclical 33.0 $18K 0.00% -14.0 -29.8% $538.88 -6.6%
855 MPT MEDICAL PROPERTIES TRUST INC Financial Services 3,771.0 $17K 0.00% -988.0 -20.8% $4.62 -11.5%
856 SFM SPROUTS FMRS MKT INC Consumer Defensive 205.0 $17K 0.00% +62.0 +43.4% $84.58 -3.7%
857 AFL AFLAC INC Financial Services 148.0 $17K 0.00% -76.0 -33.9% $117.01 -0.4%
858 DEI DOUGLAS EMMETT INC Real Estate 1,467.0 $17K 0.00% +1K +688.7% $11.80 -0.3%
859 EMN EASTMAN CHEM CO Basic Materials 258.0 $17K 0.00% +75.0 +41.0% $66.98 +9.0%
860 D DOMINION ENERGY INC Utilities 253.0 $17K 0.00% +44.0 +21.1% $68.29 -4.0%
Page 43 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%