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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 96 of 133  ·  2,655 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1901 SABR SABRE CORP Consumer Cyclical 594.0 $1K -99.0 -14.3% $2.09 +5.2%
1902 SIBN SI BONE INC Healthcare 76.0 $1K +74.0 +3700.0% $16.33 +17.6%
1903 STN STANTEC INC Industrials 18.0 $1K -9.0 -33.3% $68.94 +8.5%
1904 REXR REXFORD INDL RLTY INC Real Estate 37.0 $1K -249.0 -87.1% $33.51 +10.8%
1905 CTBI COMMUNITY TR BANCORP INC Financial Services 17.0 $1K $72.41 +5.9%
1906 INGERSOLL RAND INC 15.0 $1K -1.0 -6.2% $82.00
1907 LSCC LATTICE SEMICONDUCTOR CORP Technology 8.0 $1K NEW $153.00 -25.2%
1908 FRBA FIRST BK WILLIAMSTOWN NEW JE Financial Services 69.0 $1K +33.0 +91.7% $17.74 +0.9%
1909 ARVN ARVINAS INC Healthcare 146.0 $1K +36.0 +32.7% $8.32 +10.4%
1910 CZR CAESARS ENTERTAINMENT INC NE Consumer Cyclical 40.0 $1K NEW $30.20 -1.6%
1911 WWW WOLVERINE WORLD WIDE INC Consumer Cyclical 73.0 $1K -27.0 -27.0% $16.53 +23.0%
1912 AZTA AZENTA INC Healthcare 47.0 $1K -408.0 -89.7% $25.53 +29.1%
1913 CTEV CLARITEV CORPORATION Healthcare 35.0 $1K NEW $34.11 +15.5%
1914 ACAD ACADIA PHARMACEUTICALS INC Healthcare 47.0 $1K -47.0 -50.0% $25.32 +15.0%
1915 SQM SOCIEDAD QUIMICA Y MINERA DE Basic Materials 16.0 $1K +2.0 +14.3% $74.06 +6.2%
1916 APOS APOLLO GLOBAL MGMT INC 10.0 $1K +6.0 +150.0% $118.40
1917 CASS CASS INFORMATION SYS INC Industrials 23.0 $1K +12.0 +109.1% $51.35 +10.3%
1918 PAL PROFICIENT AUTO LOGISTICS IN Industrials 173.0 $1K +117.0 +208.9% $6.82 -24.7%
1919 DIVERSIFIED ENERGY CO 85.0 $1K +65.0 +325.0% $13.87
1920 FORR FORRESTER RESH INC Industrials 140.0 $1K +134.0 +2233.3% $8.41 +47.1%
Page 96 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%