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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 47 of 133  ·  2,655 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
921 HUDSON PACIFIC PROPERTIES IN 1,012.0 $15K 0.00% +996.0 +6225.0% $15.19
922 PSN PARSONS CORP DEL Industrials 292.0 $15K 0.00% -18.0 -5.8% $52.39 -6.5%
923 AROC ARCHROCK INC Energy 375.0 $15K 0.00% $40.71 -23.3%
924 TNK TEEKAY TANKERS LTD Energy 234.0 $15K 0.00% +4.0 +1.7% $64.87 +36.7%
925 VC VISTEON CORP Consumer Cyclical 153.0 $15K 0.00% -10.0 -6.1% $99.22 +2.8%
926 PRGS PROGRESS SOFTWARE CORP Technology 452.0 $15K 0.00% +347.0 +330.5% $33.58 +33.3%
927 XHB SPDR SERIES TRUST 131.0 $15K 0.00% NEW $115.56 -9.5%
928 RPD RAPID7 INC Technology 1,866.0 $15K 0.00% +1K +371.2% $8.10 +64.1%
929 STRL STERLING INFRASTRUCTURE INC Industrials 18.0 $15K 0.00% -1.0 -5.3% $839.39 -43.9%
930 OKTA OKTA INC Technology 110.0 $15K 0.00% -99.0 -47.4% $136.45 +21.8%
931 NSP INSPERITY INC Industrials 362.0 $15K 0.00% +181.0 +100.0% $41.31 +29.6%
932 HELE HELEN OF TROY LTD Consumer Defensive 508.0 $15K 0.00% NEW $29.07 -1.6%
933 CRGY CRESCENT ENERGY COMPANY Energy 1,503.0 $15K 0.00% -43.0 -2.8% $9.82 +37.9%
934 J JACOBS SOLUTIONS INC Industrials 117.0 $15K 0.00% -223.0 -65.6% $126.00 +20.6%
935 CWT CALIFORNIA WTR SVC GROUP Utilities 302.0 $15K 0.00% +6.0 +2.0% $48.65 +3.8%
936 WEBULL CORP 2,247.0 $15K 0.00% NEW $6.52
937 TEVA TEVA PHARMACEUTICAL INDS LTD Healthcare 431.0 $15K 0.00% +37.0 +9.4% $33.88 +7.6%
938 JXN JACKSON FINANCIAL INC Financial Services 142.0 $15K 0.00% +40.0 +39.2% $102.39 +31.0%
939 TEX TEREX CORP NEW Industrials 199.0 $14K 0.00% +189.0 +1890.0% $72.39 -12.0%
940 EUFN ISHARES TR 368.0 $14K 0.00% NEW $38.99 +8.6%
Page 47 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%