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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 59 of 133  ·  2,655 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1161 AVRE AMERICAN CENTY ETF TR 165.0 $8K 0.00% NEW $47.38 +0.6%
1162 CRVL CORVEL CORP Financial Services 125.0 $8K 0.00% NEW $62.52 +10.7%
1163 CCI CROWN CASTLE INC Real Estate 103.0 $8K 0.00% +81.0 +368.2% $75.74 +0.5%
1164 AIZ ASSURANT INC Financial Services 29.0 $8K 0.00% +16.0 +123.1% $268.55 +6.4%
1165 AMG AFFILIATED MANAGERS GROUP Financial Services 23.0 $8K 0.00% +1.0 +4.5% $338.43 +9.6%
1166 GMAB GENMAB A/S Healthcare 281.0 $8K 0.00% -10.0 -3.4% $27.47 +21.0%
1167 EVER EVERQUOTE INC Communication Services 324.0 $8K 0.00% +107.0 +49.3% $23.79 +7.9%
1168 GCO GENESCO INC Consumer Cyclical 228.0 $8K 0.00% +29.0 +14.6% $33.77 -1.4%
1169 WMS ADVANCED DRAIN SYS INC DEL Industrials 49.0 $8K 0.00% -54.0 -52.4% $156.98 -12.7%
1170 FMS FRESENIUS MEDICAL CARE AG Healthcare 338.0 $8K 0.00% +261.0 +339.0% $22.61 +2.2%
1171 MEI METHODE ELECTRS INC Technology 398.0 $8K 0.00% -49.0 -11.0% $18.97 -4.0%
1172 AVTR AVANTOR INC Healthcare 758.0 $8K 0.00% +701.0 +1229.8% $9.90 +47.3%
1173 SPT SPROUT SOCIAL INC Technology 993.0 $7K 0.00% +695.0 +233.2% $7.55 +52.2%
1174 LOW LOWES COS INC Consumer Cyclical 34.0 $7K 0.00% -141.0 -80.6% $220.50 -5.6%
1175 UPWK UPWORK INC Industrials 889.0 $7K 0.00% +672.0 +309.7% $8.36 +7.9%
1176 DCH DAUCH CORP Industrials 1,366.0 $7K 0.00% -37.0 -2.6% $5.42 +16.6%
1177 VERSIGENT PLC 175.0 $7K 0.00% NEW $42.01
1178 VSNT VERSANT MEDIA GROUP INC Industrials 203.0 $7K 0.00% NEW $36.01 +13.9%
1179 FN FABRINET Technology 13.0 $7K 0.00% -5.0 -27.8% $562.15 -26.3%
1180 HLI HOULIHAN LOKEY INC Financial Services 54.0 $7K 0.00% +44.0 +440.0% $134.15 -0.8%
Page 59 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%