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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 69 of 133  ·  2,655 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1361 BELFB BEL FUSE INC Technology 14.0 $5K 0.00% -5.0 -26.3% $333.07 -25.3%
1362 ALC ALCON AG Healthcare 69.0 $5K 0.00% -34.0 -33.0% $67.10 +7.3%
1363 VCEL VERICEL CORP Healthcare 104.0 $5K 0.00% NEW $44.49 -8.0%
1364 QTRX QUANTERIX CORP Healthcare 1,068.0 $5K 0.00% +917.0 +607.3% $4.32 -38.9%
1365 CCEP COCA-COLA EUROPACIFIC PARTNE Consumer Defensive 46.0 $5K 0.00% -108.0 -70.1% $100.09 +9.0%
1366 KFY KORN FERRY Industrials 69.0 $5K 0.00% +43.0 +165.4% $66.59 +29.6%
1367 GIC GLOBAL INDUSTRIAL COMPANY Industrials 137.0 $5K 0.00% $33.47 +18.3%
1368 AVA AVISTA CORP Utilities 112.0 $5K 0.00% +54.0 +93.1% $40.91 -7.9%
1369 MGEE MGE ENERGY INC Utilities 56.0 $5K 0.00% NEW $81.55 -4.2%
1370 ZTO ZTO EXPRESS CAYMAN INC Industrials 204.0 $5K 0.00% +77.0 +60.6% $22.38 -3.9%
1371 CDNA CAREDX INC Healthcare 160.0 $5K 0.00% +15.0 +10.3% $28.50 +74.7%
1372 NCLH NORWEGIAN CRUISE LINE HLDGS Consumer Cyclical 215.0 $5K 0.00% +70.0 +48.3% $21.11 -21.1%
1373 TYRA TYRA BIOSCIENCES INC Healthcare 142.0 $5K 0.00% $31.94 -21.9%
1374 WEX WEX INC Technology 32.0 $5K 0.00% -75.0 -70.1% $141.09 +39.9%
1375 TNXP TONIX PHARMACEUTICALS HLDG C Healthcare 352.0 $4K 0.00% NEW $12.76 +6.5%
1376 AMRIZE LTD 84.0 $4K 0.00% +51.0 +154.6% $53.31
1377 NBR NABORS INDUSTRIES LTD Energy 53.0 $4K 0.00% +27.0 +103.8% $84.02 +9.2%
1378 BROWN FORMAN CORP 167.0 $4K 0.00% +34.0 +25.6% $26.65
1379 RNR RENAISSANCERE HLDGS LTD Financial Services 14.0 $4K 0.00% +6.0 +75.0% $316.93 +4.4%
1380 BLMN BLOOMIN BRANDS INC Consumer Cyclical 484.0 $4K 0.00% +471.0 +3623.1% $9.14 +15.7%
Page 69 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%