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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 48 of 133  ·  2,655 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
941 PSA PUBLIC STORAGE Real Estate 45.0 $14K 0.00% -51.0 -53.1% $318.31 -1.5%
942 VGK VANGUARD INTL EQUITY INDEX F 161.0 $14K 0.00% NEW $88.54 +3.9%
943 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 367.0 $14K 0.00% +94.0 +34.4% $38.73 +65.3%
944 ENB ENBRIDGE INC Energy 262.0 $14K 0.00% -68.0 -20.6% $54.21 -7.4%
945 ELAN ELANCO ANIMAL HEALTH INC Healthcare 576.0 $14K 0.00% +80.0 +16.1% $24.61 -2.0%
946 BUR BURFORD CAPITAL LIMITED Financial Services 3,446.0 $14K 0.00% NEW $4.10 +6.3%
947 NOK NOKIA CORP Technology 1,060.0 $14K 0.00% +865.0 +443.6% $13.28 -23.1%
948 AVT AVNET INC Technology 157.0 $14K 0.00% +137.0 +685.0% $88.82 -0.2%
949 SHG SHINHAN FINANCIAL GROUP CO L Financial Services 220.0 $14K 0.00% +146.0 +197.3% $63.25 +25.1%
950 CRI CARTERS INC Consumer Cyclical 337.0 $14K 0.00% $41.16 -18.5%
951 CENCORA INC 49.0 $14K 0.00% +30.0 +157.9% $283.00
952 CTVA CORTEVA INC Basic Materials 163.0 $14K 0.00% +77.0 +89.5% $84.69 -0.9%
953 MSGS MADISON SQUARE GRDN SPRT COR Communication Services 34.0 $14K 0.00% +18.0 +112.5% $401.85 -3.1%
954 QDEL QUIDELORTHO CORP Healthcare 778.0 $14K 0.00% NEW $17.52 -15.8%
955 KURA KURA ONCOLOGY INC Healthcare 1,242.0 $14K 0.00% -87.0 -6.5% $10.97 +15.4%
956 MELI MERCADOLIBRE INC Consumer Cyclical 8.0 $14K 0.00% +6.0 +300.0% $1697.50 +15.8%
957 HSY HERSHEY CO Consumer Defensive 77.0 $14K 0.00% -37.0 -32.5% $175.45 +2.0%
958 ALLE ALLEGION PLC Industrials 96.0 $13K 0.00% -185.0 -65.8% $140.50 +12.1%
959 CSL CARLISLE COS INC Industrials 37.0 $13K 0.00% +23.0 +164.3% $362.76 -1.7%
960 HDB HDFC BANK LTD Financial Services 519.0 $13K 0.00% +9.0 +1.8% $25.83 -10.6%
Page 48 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%