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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 51 of 133  ·  2,655 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1001 ZTS ZOETIS INC Healthcare 166.0 $12K 0.00% +83.0 +100.0% $71.86 +7.6%
1002 HALO HALOZYME THERAPEUTICS INC Healthcare 152.0 $12K 0.00% +80.0 +111.1% $78.28 +34.6%
1003 WRLD WORLD ACCEP CORPORATION Financial Services 53.0 $12K 0.00% +32.0 +152.4% $223.83 -15.9%
1004 MAR MARRIOTT INTL INC NEW Consumer Cyclical 32.0 $12K 0.00% +4.0 +14.3% $370.59 -5.3%
1005 EL LAUDER ESTEE COS INC Consumer Defensive 150.0 $12K 0.00% +48.0 +47.1% $78.95 +31.0%
1006 MTH MERITAGE HOMES CORP Consumer Cyclical 141.0 $12K 0.00% +140.0 +10000.0% $83.85 -15.3%
1007 PBA PEMBINA PIPELINE CORP Energy 255.0 $12K 0.00% +17.0 +7.1% $46.25 +3.8%
1008 QNST QUINSTREET INC Communication Services 805.0 $12K 0.00% +657.0 +443.9% $14.65 +30.9%
1009 FTV FORTIVE CORP Technology 193.0 $12K 0.00% +109.0 +129.8% $61.09 -2.3%
1010 MFC MANULIFE FINL CORP Financial Services 290.0 $12K 0.00% +148.0 +104.2% $40.51 +5.6%
1011 SSD SIMPSON MFG INC Industrials 56.0 $12K 0.00% -45.0 -44.5% $209.36 -13.0%
1012 CM CANADIAN IMPERIAL BANK OF CO Financial Services 101.0 $12K 0.00% +34.0 +50.8% $115.00 -0.6%
1013 RELY REMITLY GLOBAL INC Technology 517.0 $12K 0.00% +357.0 +223.1% $22.41 +18.5%
1014 ERIC TELEFONAKTIEBOLAGET LM ERICS Technology 1,037.0 $12K 0.00% +485.0 +87.9% $11.15 -10.8%
1015 HLN HALEON PLC Healthcare 1,239.0 $12K 0.00% +529.0 +74.5% $9.33 +8.4%
1016 FROG JFROG LTD Technology 127.0 $12K 0.00% -9.0 -6.6% $90.88 +8.6%
1017 PD PAGERDUTY INC Technology 1,196.0 $12K 0.00% +1K +10000.0% $9.65 +43.3%
1018 GTES GATES INDL CORP PLC Industrials 412.0 $12K 0.00% -112.0 -21.4% $27.97 -7.5%
1019 MIR MIRION TECHNOLOGIES INC Industrials 642.0 $12K 0.00% -30.0 -4.5% $17.93 -19.7%
1020 GHC GRAHAM HLDGS CO Consumer Defensive 10.0 $11K 0.00% $1141.50 +1.7%
Page 51 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%