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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 54 of 133  ·  2,655 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1061 KGC KINROSS GOLD CORP Basic Materials 419.0 $10K 0.00% +22.0 +5.5% $23.62 +32.4%
1062 WDS WOODSIDE ENERGY GROUP LTD Energy 512.0 $10K 0.00% +267.0 +109.0% $19.32 +19.4%
1063 SFIX STITCH FIX INC Consumer Cyclical 2,401.0 $10K 0.00% +2K +1144.0% $4.11 -23.5%
1064 EYE NATIONAL VISION HLDGS INC Consumer Cyclical 519.0 $10K 0.00% $19.01 -8.6%
1065 FBK FB FINL CORP Financial Services 178.0 $10K 0.00% -13.0 -6.8% $55.35 +4.5%
1066 SMITHFIELD FOODS INC 404.0 $10K 0.00% NEW $24.26
1067 STAG STAG INDUSTRIAL INC Real Estate 257.0 $10K 0.00% +231.0 +888.5% $38.06 -2.3%
1068 KEP KOREA ELEC PWR CORP Utilities 808.0 $10K 0.00% +624.0 +339.1% $12.10 -3.5%
1069 OKE ONEOK INC NEW Energy 112.0 $10K 0.00% +70.0 +166.7% $86.95 +9.0%
1070 VB VANGUARD INDEX FDS 32.0 $10K 0.00% NEW $303.12 -0.8%
1071 HMC HONDA MOTOR CO LTD Consumer Cyclical 357.0 $10K 0.00% +171.0 +91.9% $27.11 +17.5%
1072 NWBI NORTHWEST BANCSHARES INC Financial Services 636.0 $10K 0.00% +25.0 +4.1% $15.16 +1.2%
1073 SNAP SNAP INC Communication Services 2,171.0 $10K 0.00% +1K +98.5% $4.44 +22.3%
1074 UUUU ENERGY FUELS INC Energy 662.0 $10K 0.00% $14.50 +1.2%
1075 FICO FAIR ISAAC CORP Technology 8.0 $10K 0.00% +4.0 +100.0% $1194.88 -3.5%
1076 ICUI ICU MED INC Healthcare 65.0 $10K 0.00% -41.0 -38.7% $146.60 +19.4%
1077 BCRX BIOCRYST PHARMACEUTICALS INC Healthcare 946.0 $9K 0.00% NEW $10.00 -1.8%
1078 TRU TRANSUNION Industrials 131.0 $9K 0.00% -236.0 -64.3% $72.14 +18.7%
1079 LZB LA Z BOY INC Consumer Cyclical 235.0 $9K 0.00% +230.0 +4600.0% $40.12 -18.8%
1080 ENTA ENANTA PHARMACEUTICALS INC Healthcare 645.0 $9K 0.00% $14.58 -6.7%
Page 54 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%