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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 50 of 133  ·  2,655 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
981 ACGL ARCH CAP GROUP LTD Financial Services 130.0 $13K 0.00% -12.0 -8.4% $97.06 +1.8%
982 EMERA INC 237.0 $13K 0.00% +141.0 +146.9% $53.02
983 ZETA ZETA GLOBAL HOLDINGS CORP Technology 638.0 $13K 0.00% +588.0 +1176.0% $19.68 +55.2%
984 PACS PACS GROUP INC Financial Services 293.0 $12K 0.00% $42.64 +0.3%
985 DLX DELUXE CORP MEDIUM TERM NTS Communication Services 523.0 $12K 0.00% -23.0 -4.2% $23.88 -1.0%
986 NVCR NOVOCURE LTD Healthcare 821.0 $12K 0.00% -696.0 -45.9% $15.15 +17.6%
987 BLD TOPBUILD COR Industrials 35.0 $12K 0.00% -22.0 -38.6% $354.54 -0.0%
988 KB KB FINL GROUP INC Financial Services 118.0 $12K 0.00% +75.0 +174.4% $104.97 +18.3%
989 NTB BANK OF N T BUTTERFIELD & SO Financial Services 208.0 $12K 0.00% -4.0 -1.9% $59.50 -0.3%
990 HAYW HAYWARD HLDGS INC Industrials 710.0 $12K 0.00% +178.0 +33.5% $17.31 -18.3%
991 AIP ARTERIS INC Technology 252.0 $12K 0.00% +84.0 +50.0% $48.59 -54.7%
992 INDB INDEPENDENT BK CORP MASS Financial Services 146.0 $12K 0.00% $83.73 -2.0%
993 NI NISOURCE INC Utilities 256.0 $12K 0.00% +153.0 +148.5% $47.55 -14.7%
994 DBX DROPBOX INC Technology 443.0 $12K 0.00% -297.0 -40.1% $27.47 +30.0%
995 MYGN MYRIAD GENETICS INC Healthcare 2,126.0 $12K 0.00% +677.0 +46.7% $5.71 -44.7%
996 HCI HCI GROUP INC Financial Services 69.0 $12K 0.00% +16.0 +30.2% $175.26 +6.3%
997 GRAL GRAIL INC Healthcare 177.0 $12K 0.00% +10.0 +6.0% $68.27 +17.2%
998 PLOW DOUGLAS DYNAMICS INC Consumer Cyclical 223.0 $12K 0.00% -4.0 -1.8% $53.95 -22.5%
999 ADNT ADIENT PLC Consumer Cyclical 652.0 $12K 0.00% $18.38 +3.7%
1000 RKT ROCKET COS INC Financial Services 758.0 $12K 0.00% +647.0 +582.9% $15.75 -12.6%
Page 50 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%