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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 88 of 133  ·  2,655 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1741 PSKY PARAMOUNT SKYDANCE CORP Communication Services 177.0 $2K +173.0 +4325.0% $9.86 +10.3%
1742 ALEC ALECTOR INC Healthcare 867.0 $2K +304.0 +54.0% $2.01 +16.4%
1743 KN KNOWLES CORP Technology 42.0 $2K -45.0 -51.7% $41.50 -17.5%
1744 PAYSAFE LIMITED 233.0 $2K +192.0 +468.3% $7.47
1745 LFST LIFESTANCE HEALTH GROUP INC Healthcare 162.0 $2K +136.0 +523.1% $10.72 +14.9%
1746 SCMB SCHWAB STRATEGIC TR 67.0 $2K NEW $25.82 -2.5%
1747 AMCX AMC GLOBAL MEDIA INC Communication Services 173.0 $2K +52.0 +43.0% $9.98 +26.8%
1748 JACK JACK IN THE BOX INC Consumer Cyclical 109.0 $2K -478.0 -81.4% $15.82 +2.4%
1749 JBSS SANFILIPPO JOHN B & SON INC Consumer Defensive 20.0 $2K +1.0 +5.3% $86.00 -13.2%
1750 FRONTVIEW REIT INC 85.0 $2K $20.24
1751 KSS KOHLS CORP Consumer Cyclical 97.0 $2K -5.0 -4.9% $17.72 -1.3%
1752 POWL POWELL INDS INC Industrials 6.0 $2K +4.0 +200.0% $286.50 -36.2%
1753 VYGR VOYAGER THERAPEUTICS INC Healthcare 491.0 $2K +126.0 +34.5% $3.50 +1.1%
1754 KROS KEROS THERAPEUTICS INC Healthcare 160.0 $2K +88.0 +122.2% $10.70 +3.1%
1755 VIV TELEFONICA BRASIL SA Communication Services 130.0 $2K +85.0 +188.9% $13.16 -13.5%
1756 CALY CALLAWAY GOLF CO Consumer Cyclical 91.0 $2K -43.0 -32.1% $18.79 -16.5%
1757 RAPP RAPPORT THERAPEUTICS INC Healthcare 41.0 $2K -3.0 -6.8% $41.68 +17.0%
1758 HMN HORACE MANN EDUCATORS CORP N Financial Services 33.0 $2K -15.0 -31.2% $51.67 -0.6%
1759 ARCT ARCTURUS THERAPEUTICS HLDGS Healthcare 253.0 $2K +248.0 +4960.0% $6.72 +125.9%
1760 MOOG INC 4.0 $2K +1.0 +33.3% $424.00
Page 88 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%