BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 60 of 133  ·  2,655 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1181 ROIV ROIVANT SCIENCES LTD Healthcare 204.0 $7K 0.00% +176.0 +628.6% $35.39 -1.9%
1182 APPN APPIAN CORP Technology 314.0 $7K 0.00% +193.0 +159.5% $22.90 +85.6%
1183 VRTS VIRTUS INVT PARTNERS INC Financial Services 50.0 $7K 0.00% -15.0 -23.1% $143.50 +17.4%
1184 FLUTTER ENTMT PLC 70.0 $7K 0.00% NEW $102.17
1185 HEI HEICO CORP NEW Industrials 20.0 $7K 0.00% -60.0 -75.0% $356.20 -5.5%
1186 SRPT SAREPTA THERAPEUTICS INC Healthcare 392.0 $7K 0.00% -659.0 -62.7% $17.97 +16.1%
1187 DRVN DRIVEN BRANDS HLDGS INC Consumer Cyclical 496.0 $7K 0.00% +482.0 +3442.9% $13.94 -10.6%
1188 OPTU OPTIMUM COMMUNICATIONS INC Communication Services 4,764.0 $7K 0.00% +5K +2953.8% $1.45 -29.7%
1189 ATRO ASTRONICS CORP Industrials 85.0 $7K 0.00% +7.0 +9.0% $81.27 -6.8%
1190 STRA STRATEGIC ED INC Consumer Defensive 90.0 $7K 0.00% +27.0 +42.9% $76.62 +10.5%
1191 SJNK SPDR SERIES TRUST 275.0 $7K 0.00% $25.03 -0.6%
1192 MMSI MERIT MED SYS INC Healthcare 99.0 $7K 0.00% NEW $69.34 +30.5%
1193 HUN HUNTSMAN CORP Basic Materials 646.0 $7K 0.00% -96.0 -12.9% $10.62 -10.8%
1194 DHT DHT HOLDINGS INC Energy 415.0 $7K 0.00% -73.0 -15.0% $16.53 +18.9%
1195 MNKD MANNKIND CORP Healthcare 1,595.0 $7K 0.00% +909.0 +132.5% $4.26 -7.3%
1196 EFSC ENTERPRISE FINL SVCS CORP Financial Services 103.0 $7K 0.00% -5.0 -4.6% $65.88 -3.5%
1197 ROP ROPER TECHNOLOGIES INC Industrials 20.0 $7K 0.00% -310.0 -93.9% $338.40 +25.9%
1198 JOE ST JOE CO Real Estate 108.0 $7K 0.00% -11.0 -9.2% $62.64 +7.5%
1199 IEFA ISHARES TR 70.0 $7K 0.00% -117.0 -62.6% $96.59 +4.0%
1200 MATIV HOLDINGS INC 891.0 $7K 0.00% +31.0 +3.6% $7.57
Page 60 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%