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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 66 of 133  ·  2,655 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1301 REX REX AMERICAN RES CORP Basic Materials 117.0 $5K 0.00% +9.0 +8.3% $45.15 -8.4%
1302 PUBM PUBMATIC INC Technology 402.0 $5K 0.00% NEW $13.12 +28.2%
1303 TIC TIC SOLUTIONS INC Industrials 651.0 $5K 0.00% NEW $8.09 +18.2%
1304 BCH BANCO DE CHILE Financial Services 132.0 $5K 0.00% +13.0 +10.9% $39.77 +4.7%
1305 HCSG HEALTHCARE SVCS GROUP INC Healthcare 213.0 $5K 0.00% -64.0 -23.1% $24.56 -8.6%
1306 HUBB HUBBELL INC Industrials 10.0 $5K 0.00% +2.0 +25.0% $523.20 -12.1%
1307 GNTX GENTEX CORP Consumer Cyclical 207.0 $5K 0.00% +57.0 +38.0% $25.27 -10.3%
1308 GTM ZOOMINFO TECHNOLOGIES INC Technology 1,780.0 $5K 0.00% -6K -75.6% $2.93 +43.3%
1309 INGR INGREDION INC Consumer Defensive 55.0 $5K 0.00% -489.0 -89.9% $94.73 +10.4%
1310 NXDR NEXTDOOR HOLDINGS INC Communication Services 2,293.0 $5K 0.00% -945.0 -29.2% $2.27 -0.0%
1311 DRH DIAMONDROCK HOSPITALITY CO Real Estate 424.0 $5K 0.00% -81.0 -16.0% $12.18 +4.3%
1312 ACVA ACV AUCTIONS INC Consumer Cyclical 718.0 $5K 0.00% +461.0 +179.4% $7.19 -0.4%
1313 APEI AMERICAN PUB ED INC Consumer Defensive 96.0 $5K 0.00% $53.71 -14.3%
1314 SHAK SHAKE SHACK INC Consumer Cyclical 92.0 $5K 0.00% +85.0 +1214.3% $56.02 +24.8%
1315 OFG OFG BANCORP Financial Services 105.0 $5K 0.00% +11.0 +11.7% $49.08 +6.8%
1316 KRNY KEARNY FINL CORP MD Financial Services 544.0 $5K 0.00% +12.0 +2.3% $9.46 +3.8%
1317 THOMSON REUTERS CORP 63.0 $5K 0.00% NEW $81.68
1318 TPC TUTOR PERINI CORP Industrials 62.0 $5K 0.00% $82.98 +7.1%
1319 PHG KONINKLIJKE PHILIPS N V Healthcare 189.0 $5K 0.00% -14.0 -6.9% $27.19 -1.7%
1320 SAM BOSTON BEER INC Consumer Defensive 29.0 $5K 0.00% -116.0 -80.0% $177.03 +3.4%
Page 66 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%