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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 79 of 133  ·  2,655 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1561 JJSF J & J SNACK FOODS CORP Consumer Defensive 38.0 $3K 0.00% +36.0 +1800.0% $73.47 +21.5%
1562 PGC PEAPACK-GLADSTONE FINL CORP Financial Services 58.0 $3K 0.00% -3.0 -4.9% $47.34 -4.7%
1563 SCHA SCHWAB STRATEGIC TR 76.0 $3K 0.00% NEW $36.13 -5.2%
1564 RC READY CAPITAL CORP Real Estate 1,563.0 $3K 0.00% NEW $1.75 +4.5%
1565 ARCB ARCBEST CORP Industrials 19.0 $3K 0.00% $143.58 -4.9%
1566 VERASTEM INC 709.0 $3K 0.00% NEW $3.82
1567 XRX XEROX HOLDINGS CORP Technology 863.0 $3K 0.00% +848.0 +5653.3% $3.13 -2.3%
1568 ADTRAN HOLDINGS INC 194.0 $3K 0.00% $13.90
1569 AVNS AVANOS MED INC Healthcare 108.0 $3K 0.00% -128.0 -54.2% $24.89 +0.4%
1570 MGNI MAGNITE INC Communication Services 141.0 $3K 0.00% +75.0 +113.6% $18.99 +24.8%
1571 ARKO ARKO CORP Consumer Cyclical 333.0 $3K 0.00% -32.0 -8.8% $8.03 -45.6%
1572 FATE FATE THERAPEUTICS INC Healthcare 989.0 $3K 0.00% +709.0 +253.2% $2.70 -10.0%
1573 EDU NEW ORIENTAL ED & TECHNOLOGY Consumer Defensive 58.0 $3K 0.00% +17.0 +41.5% $45.91 +28.1%
1574 ECG EVERUS CONSTR GROUP Industrials 16.0 $3K 0.00% +6.0 +60.0% $166.00 -30.3%
1575 LTH LIFE TIME GROUP HOLDINGS INC Consumer Cyclical 65.0 $3K 0.00% -2.0 -3.0% $40.85 +6.5%
1576 CNMD CONMED CORP Healthcare 81.0 $3K 0.00% +72.0 +800.0% $32.74 +52.7%
1577 CNO CNO FINL GROUP INC Financial Services 52.0 $3K 0.00% +31.0 +147.6% $50.98 +8.6%
1578 IEMG ISHARES INC 32.0 $3K 0.00% NEW $82.84 -1.2%
1579 NEXXEN INTL LTD 293.0 $3K 0.00% NEW $9.03
1580 ERIE ERIE INDTY CO Financial Services 11.0 $3K 0.00% NEW $239.82 +8.6%
Page 79 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%