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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 90 of 133  ·  2,655 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1781 DC DAKOTA GOLD CORP Basic Materials 381.0 $2K -34.0 -8.2% $4.26 +41.7%
1782 VTEX VTEX Technology 406.0 $2K NEW $4.00 -10.0%
1783 CMP COMPASS MINERALS INTL INC Basic Materials 52.0 $2K NEW $31.13 -20.9%
1784 ANNX ANNEXON INC Healthcare 283.0 $2K +72.0 +34.1% $5.71 -13.0%
1785 TKO TKO GROUP HOLDINGS INC Communication Services 8.0 $2K +4.0 +100.0% $201.38 -8.3%
1786 RNGR RANGER ENERGY SVCS INC Energy 100.0 $2K -7.0 -6.5% $16.01 +3.4%
1787 ARB ALTSHARES TRUST 54.0 $2K NEW $29.65 +0.3%
1788 CLSK CLEANSPARK INC Technology 110.0 $2K NEW $14.55 -19.9%
1789 OSCR OSCAR HEALTH INC Healthcare 56.0 $2K +47.0 +522.2% $28.54 +6.8%
1790 UTZ UTZ BRANDS INC Consumer Defensive 207.0 $2K NEW $7.70 +84.4%
1791 ORRF ORRSTOWN FINL SVCS INC Financial Services 39.0 $2K +3.0 +8.3% $40.85 +2.7%
1792 PRTH PRIORITY TECHNOLOGY HLDGS IN Technology 238.0 $2K +142.0 +147.9% $6.67 -19.4%
1793 PAGAYA TECHNOLOGIES LTD 87.0 $2K NEW $18.25
1794 TLK TELEKOMUNIKASI IND Communication Services 118.0 $2K +100.0 +555.6% $13.43 +8.5%
1795 SINCLAIR INC 111.0 $2K +47.0 +73.4% $14.25
1796 SMTI SANARA MEDTECH INC Healthcare 67.0 $2K +66.0 +6600.0% $23.60 +46.5%
1797 VOYG VOYAGER TECHNOLOGIES INC Industrials 49.0 $2K +43.0 +716.7% $32.27 +6.3%
1798 TFII TFI INTERNATIONAL INC Industrials 11.0 $2K +5.0 +83.3% $143.64 -7.2%
1799 NWS NEWS CORP NEW 56.0 $2K +42.0 +300.0% $28.07
1800 ZD ZIFF DAVIS INC Communication Services 30.0 $2K -210.0 -87.5% $52.40 +6.5%
Page 90 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%