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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 62 of 133  ·  2,655 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1221 CANADIAN PACIFIC KANSAS CITY 75.0 $6K 0.00% +5.0 +7.1% $86.65
1222 AVDV AMERICAN CENTY ETF TR 63.0 $6K 0.00% NEW $103.06 +9.1%
1223 EXPO EXPONENT INC Industrials 110.0 $6K 0.00% +77.0 +233.3% $58.76 +21.7%
1224 PENG PENGUIN SOLUTIONS INC Technology 85.0 $6K 0.00% -38.0 -30.9% $76.01 -34.9%
1225 ENTERGY CORP NEW 56.0 $6K 0.00% $114.88
1226 FWRG FIRST WATCH RESTAURANT GROUP Consumer Cyclical 499.0 $6K 0.00% +469.0 +1563.3% $12.89 -3.0%
1227 CNM CORE & MAIN INC Industrials 133.0 $6K 0.00% +125.0 +1562.5% $48.26 -10.8%
1228 TTI TETRA TECHNOLOGIES INC DEL Energy 566.0 $6K 0.00% $11.33 -39.9%
1229 RKLB ROCKET LAB CORP Industrials 63.0 $6K 0.00% +21.0 +50.0% $101.65 -36.7%
1230 BAND BANDWIDTH INC Technology 101.0 $6K 0.00% -97.0 -49.0% $63.31 -22.6%
1231 SUI SUN CMNTYS INC Real Estate 53.0 $6K 0.00% -54.0 -50.5% $119.92 +2.5%
1232 RS RELIANCE INC Basic Materials 17.0 $6K 0.00% +5.0 +41.7% $373.65 +3.7%
1233 DEO DIAGEO PLC Consumer Defensive 79.0 $6K 0.00% +46.0 +139.4% $80.39 +15.7%
1234 CBRL CRACKER BARREL OLD CTRY STOR Consumer Cyclical 119.0 $6K 0.00% +83.0 +230.6% $53.30 +4.4%
1235 RGNX REGENXBIO INC Healthcare 529.0 $6K 0.00% +10.0 +1.9% $11.98 -19.4%
1236 REAL THE REALREAL INC Consumer Cyclical 537.0 $6K 0.00% NEW $11.79 -7.3%
1237 LAUR LAUREATE ED INC Consumer Defensive 174.0 $6K 0.00% +12.0 +7.4% $36.32 +6.8%
1238 NUVB NUVATION BIO INC Healthcare 1,111.0 $6K 0.00% $5.68 +17.2%
1239 MSBI MIDLAND STATES BANCORP INC Financial Services 202.0 $6K 0.00% -6.0 -2.9% $31.14 +6.0%
1240 USLM UNITED STS LIME & MINERALS I Basic Materials 60.0 $6K 0.00% -2.0 -3.2% $104.68 +14.6%
Page 62 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%