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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 65 of 133  ·  2,655 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1281 TREE LENDINGTREE INC Financial Services 129.0 $6K 0.00% +123.0 +2050.0% $44.29 -34.6%
1282 PLXS PLEXUS CORP Technology 19.0 $6K 0.00% $300.68 -19.9%
1283 MSGE SPHERE ENTERTAINMENT CO Communication Services 33.0 $6K 0.00% +2.0 +6.5% $173.03 -54.7%
1284 SOLID BIOSCIENCES INC 564.0 $6K 0.00% -18.0 -3.1% $9.99
1285 HRMY HARMONY BIOSCIENCES HLDGS IN Healthcare 153.0 $6K 0.00% -200.0 -56.7% $36.41 +7.7%
1286 AMPL AMPLITUDE INC Technology 726.0 $6K 0.00% +325.0 +81.0% $7.65 +86.9%
1287 CART MAPLEBEAR INC Consumer Cyclical 117.0 $6K 0.00% -308.0 -72.5% $47.35 +6.7%
1288 SMTC SEMTECH CORP Technology 34.0 $6K 0.00% $161.85 -19.0%
1289 SCL STEPAN CO Basic Materials 98.0 $5K 0.00% +89.0 +988.9% $55.72 +12.4%
1290 STWD STARWOOD PPTY TR INC Real Estate 333.0 $5K 0.00% NEW $16.38 -3.5%
1291 DEA EASTERLY GOVT PPTYS INC Real Estate 218.0 $5K 0.00% +149.0 +215.9% $24.93 -1.2%
1292 ALG ALAMO GROUP INC Industrials 33.0 $5K 0.00% +31.0 +1550.0% $164.52 +0.5%
1293 FNV FRANCO NEV CORP Basic Materials 26.0 $5K 0.00% $208.46 +27.7%
1294 CXM SPRINKLR INC Technology 1,047.0 $5K 0.00% +933.0 +818.4% $5.16 +58.1%
1295 ICICI BANK LIMITED 185.0 $5K 0.00% -329.0 -64.0% $29.03
1296 GIB CGI INC Technology 83.0 $5K 0.00% +34.0 +69.4% $64.58 +15.8%
1297 WEAV WEAVE COMMUNICATIONS INC Technology 893.0 $5K 0.00% NEW $5.99 +21.7%
1298 WBS WEBSTER FINL CORP Financial Services 70.0 $5K 0.00% -10.0 -12.5% $76.43 +1.5%
1299 TDG TRANSDIGM GROUP INC Industrials 4.0 $5K 0.00% -3.0 -42.9% $1332.25 -11.0%
1300 IHRT IHEARTMEDIA INC Communication Services 1,236.0 $5K 0.00% -104.0 -7.8% $4.29 -35.9%
Page 65 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%