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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 49 of 133  ·  2,655 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
961 MUR MURPHY OIL CORP Energy 409.0 $13K 0.00% $32.56 +9.4%
962 WF WOORI FINL GROUP INC Financial Services 232.0 $13K 0.00% +143.0 +160.7% $57.40 +27.8%
963 LIBERTY GLOBAL LTD 1,169.0 $13K 0.00% -85.0 -6.8% $11.37
964 GNRC GENERAC HLDGS INC Industrials 45.0 $13K 0.00% +35.0 +350.0% $292.82 -37.2%
965 SCHF SCHWAB STRATEGIC TR 474.0 $13K 0.00% NEW $27.70 +2.2%
966 LNT ALLIANT ENERGY CORP Utilities 172.0 $13K 0.00% +129.0 +300.0% $76.29 -10.8%
967 DOC HEALTHPEAK PROPERTIES INC Real Estate 610.0 $13K 0.00% +563.0 +1197.9% $21.40 -2.1%
968 KVUE KENVUE INC Consumer Defensive 683.0 $13K 0.00% +484.0 +243.2% $19.11 +0.3%
969 LNC LINCOLN NATL CORP IND Financial Services 369.0 $13K 0.00% +286.0 +344.6% $35.35 +22.5%
970 COHR COHERENT CORP Technology 33.0 $13K 0.00% +2.0 +6.5% $394.48 -29.2%
971 GDX VANECK ETF TRUST 172.0 $13K 0.00% NEW $75.45 +32.1%
972 MSI MOTOROLA SOLUTIONS INC Technology 31.0 $13K 0.00% +20.0 +181.8% $415.29 +17.0%
973 IDA IDACORP INC Utilities 85.0 $13K 0.00% +75.0 +750.0% $151.31 -10.3%
974 ROL ROLLINS INC Consumer Cyclical 308.0 $13K 0.00% +46.0 +17.6% $41.74 -12.8%
975 WY WEYERHAEUSER CO Real Estate 535.0 $13K 0.00% NEW $23.93 -1.2%
976 ENTG ENTEGRIS INC Technology 71.0 $13K 0.00% +22.0 +44.9% $179.87 -25.0%
977 NJR NEW JERSEY RES CORP Utilities 227.0 $13K 0.00% NEW $56.04 -4.4%
978 EXPD EXPEDITORS INTL WASH INC Industrials 78.0 $13K 0.00% +13.0 +20.0% $162.99 +17.2%
979 UEC URANIUM ENERGY CORP Energy 1,191.0 $13K 0.00% $10.66 +16.3%
980 UHAL U HAUL HOLDING COMPANY 193.0 $13K 0.00% +72.0 +59.5% $65.44
Page 49 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%