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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 92 of 133  ·  2,655 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1821 CCS CENTURY COMMUNITIES INC Consumer Cyclical 21.0 $2K -14.0 -40.0% $71.67 -3.5%
1822 OSBC OLD SECOND BANCORP INC DEL Financial Services 64.0 $1K -28.0 -30.4% $23.33 +8.2%
1823 CLDX CELLDEX THERAPEUTICS INC NEW Healthcare 40.0 $1K +29.0 +263.6% $37.23 +5.1%
1824 BFC BANK FIRST CORP Financial Services 10.0 $1K -3.0 -23.1% $148.40 +3.0%
1825 MYE MYERS INDS INC Consumer Cyclical 42.0 $1K -19.0 -31.1% $35.33 -7.2%
1826 AAT AMERICAN ASSETS TR INC Real Estate 60.0 $1K -76.0 -55.9% $24.70 -9.2%
1827 BTU PEABODY ENGR CORP Energy 64.0 $1K -21.0 -24.7% $23.12 +25.1%
1828 PAY PAYMENTUS HOLDINGS INC Technology 61.0 $1K NEW $24.16 +48.9%
1829 DOCS DOXIMITY INC Healthcare 71.0 $1K NEW $20.75 +28.8%
1830 WFRD WEATHERFORD INTL PLC Energy 18.0 $1K $81.50 +15.1%
1831 FFAI FARADAY FUTURE INTLGT ELEC I Consumer Cyclical 6,338.0 $1K NEW $0.23 +858.7%
1832 HTHT H WORLD GROUP LTD Consumer Cyclical 35.0 $1K $41.74 +14.6%
1833 CWH CAMPING WORLD HLDGS INC Consumer Cyclical 191.0 $1K NEW $7.63 -14.5%
1834 WYNN WYNN RESORTS LTD Consumer Cyclical 15.0 $1K +9.0 +150.0% $97.13 -1.9%
1835 DGICA DONEGAL GROUP INC Financial Services 77.0 $1K -6.0 -7.2% $18.87 +2.0%
1836 FBIZ FIRST BUSINESS FINL SVCS INC Financial Services 23.0 $1K +1.0 +4.5% $63.17 +12.2%
1837 NOG NORTHERN OIL & GAS INC Energy 80.0 $1K NEW $18.15 +41.8%
1838 CYTK CYTOKINETICS INC Healthcare 17.0 $1K -1.0 -5.6% $85.24 -15.4%
1839 LAW CS DISCO INC Technology 381.0 $1K +222.0 +139.6% $3.78 +14.7%
1840 LIBERTY GLOBAL LTD 131.0 $1K +32.0 +32.3% $11.00
Page 92 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%