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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 57 of 133  ·  2,655 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1121 PEBO PEOPLES BANCORP INC Financial Services 221.0 $8K 0.00% -3.0 -1.3% $38.41 +3.2%
1122 FCF FIRST COMWLTH FINL CORP PA Financial Services 417.0 $8K 0.00% +31.0 +8.0% $20.33 +2.6%
1123 KWR QUAKER HOUGHTON Basic Materials 53.0 $8K 0.00% -4.0 -7.0% $158.89 +4.4%
1124 NTR NUTRIEN LTD Basic Materials 133.0 $8K 0.00% +37.0 +38.5% $62.95 +16.8%
1125 MTSI MACOM TECH SOLUTIONS HLDGS I Technology 22.0 $8K 0.00% +5.0 +29.4% $380.41 -30.3%
1126 INTERNATIONAL BANCSHARES COR 110.0 $8K 0.00% +79.0 +254.8% $75.95
1127 CHRD CHORD ENERGY CORPORATION Energy 73.0 $8K 0.00% +43.0 +143.3% $114.30 +27.7%
1128 FIVN FIVE9 INC Technology 391.0 $8K 0.00% +277.0 +243.0% $21.32 +59.7%
1129 AMN AMN HEALTHCARE SVCS INC Healthcare 257.0 $8K 0.00% NEW $32.37 +6.9%
1130 XLP SELECT SECTOR SPDR TR 100.0 $8K 0.00% NEW $83.07 +2.9%
1131 PHR PHREESIA INC Healthcare 806.0 $8K 0.00% +763.0 +1774.4% $10.29 +18.1%
1132 OIS OIL STS INTL INC Energy 1,035.0 $8K 0.00% -15.0 -1.4% $8.01 +7.5%
1133 SLB SLB LIMITED Energy 178.0 $8K 0.00% +9.0 +5.3% $46.49 +23.3%
1134 NBHC NATIONAL BK HLDGS CORP Financial Services 186.0 $8K 0.00% +3.0 +1.6% $44.43 -7.2%
1135 VST VISTRA CORP Utilities 52.0 $8K 0.00% +19.0 +57.6% $158.63 -13.6%
1136 RVTY REVVITY INC Healthcare 74.0 $8K 0.00% NEW $111.27 +15.8%
1137 LPRO OPEN LENDING CORP Financial Services 2,646.0 $8K 0.00% -604.0 -18.6% $3.11 +1.0%
1138 FCN FTI CONSULTING INC Industrials 55.0 $8K 0.00% +14.0 +34.1% $149.02 +3.2%
1139 MIRM MIRUM PHARMACEUTICALS INC Healthcare 70.0 $8K 0.00% $117.07 -16.8%
1140 HSIC SCHEIN HENRY INC Healthcare 98.0 $8K 0.00% +77.0 +366.7% $83.52 +7.2%
Page 57 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%