True Wealth Design, LLC Incresed Positions in Q4 2025

True Wealth Design, LLC

  • $341 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
KODK
Eastman Kodak CO

Industrials
1
+ 1.16%
$5.85 - $8.65 $5.85 - $8.65
87 $737K
GRAB
Grab Holdings LTD

Technology
65
+ 47.45%
$5.41 - $6.39 $352 - $415
202 $1.01M
GBTG
Global Business Travel Group, Inc.

Technology
24
+ 2400.0%
$7.17 - $8.13 $172 - $195
25 $192K
ATNI
Atn International, Inc.

Communication Services
7
+ 233.33%
$14.1 - $19.85 $98.7 - $139
10 $228K
ALLO
Allogene Therapeutics, Inc.

Healthcare
112
+ 51.85%
$1.05 - $1.51 $118 - $169
328 $450K
CPA
Copa Holdings, S.A.

Industrials
1
+ 2.94%
$117.59 - $128.07 $118 - $128
35 $4.22M
MLAB
Mesa Laboratories Inc

Technology
2
+ 100.0%
$67.73 - $81.83 $135 - $164
4 $314K
CSTL
Castle Biosciences Inc

Healthcare
4
+ 400.0%
$22.14 - $34.97 $88.6 - $140
5 $195K
EGHT
8 X8 Inc

Technology
132
+ 22.15%
$1.77 - $2.12 $234 - $280
728 $1.44M
ITT
Itt Inc.

Industrials
6
+ 3.61%
$170.91 - $195.47 $1.03K - $1.17K
172 $29.8M
YEXT
Yext, Inc.

Technology
34
+ 14.35%
$8.25 - $8.68 $281 - $295
271 $2.19M
Atmus Filtration Technologie
3
+ 300.0%
N/A
4 $208K
IMXI
International Money Express, Inc.

Technology
2
+ 2.3%
$13.93 - $15.17 $27.9 - $30.3
89 $1.37M
PAGS
Pag Seguro Digital Ltd.

Technology
22
+ 12.5%
$8.75 - $9.95 $193 - $219
198 $1.91M
TALO
Talos Energy Inc.

Energy
4
+ 5.63%
$9.05 - $10.84 $36.2 - $43.4
75 $827K
HVT
Haverty Furniture Companies Inc

Consumer Cyclical
5
+ 31.25%
$19.99 - $22.95 $99.9 - $115
21 $491K
TRS
Trimas Corp

Consumer Cyclical
6
+ 26.09%
$31.08 - $39.95 $186 - $240
29 $1.03M
Super Micro Computer Inc
15
+ 93.75%
N/A
31 $908K
DNUT
Krispy Kreme, Inc.

Consumer Defensive
8
+ 1.14%
$3.22 - $4.36 $25.8 - $34.9
712 $2.86M
SIGA
Siga Technologies Inc

Healthcare
25
+ 416.67%
$6.0 - $9.23 $150 - $231
31 $190K
BJRI
B Js Restaurants Inc

Consumer Cyclical
3
+ 150.0%
$28.69 - $37.2 $86.1 - $112
5 $197K
FYBR
Frontier Communications Parent, Inc.

Communication Services
3
+ 12.0%
$37.31 - $37.96 $112 - $114
28 $1.07M
PDM
Piedmont Office Realty Trust, Inc.

Real Estate
24
+ 22.22%
N/A
132 $1.1M
PNTG
Pennant Group, Inc.

Healthcare
4
+ 80.0%
$23.64 - $25.89 $94.6 - $104
9 $254K
MTW
Manitowoc CO Inc

Industrials
7
+ 36.84%
$10.0 - $11.55 $70 - $80.9
26 $312K
Atlanta Braves Hldgs Inc
4
+ 23.53%
N/A
21 $829K
BGNE
Bei Gene, Ltd.

Healthcare
1
+ 20.0%
N/A
6 $1.82M
BRCC
Brc Inc.

Consumer Defensive
262
+ 68.41%
$1.22 - $1.57 $320 - $411
645 $716K
STEL
Stellar Bancorp Inc
1
+ 0.69%
N/A
146 $4.52M
CCSI
Consensus Cloud Solutions, Inc.

Technology
17
+ 50.0%
$22.37 - $29.72 $380 - $505
51 $1.11M
CIVB
Civista Bancshares, Inc.

Financial Services
4
+ 25.0%
$19.97 - $22.18 $79.9 - $88.7
20 $445K
Gci Liberty Inc
3
+ 42.86%
N/A
10 $373K
FMBH
First Mid Bancshares, Inc.

Financial Services
2
+ 7.14%
$34.98 - $37.65 $70 - $75.3
30 $1.17M
DGICA
Donegal Group Inc

Financial Services
3
+ 3.75%
$18.38 - $19.98 $55.1 - $59.9
83 $1.66M
Teekay Corporation LTD
8
+ 19.51%
N/A
49 $443K
LOCO
El Pollo Loco Holdings, Inc.

Consumer Cyclical
10
+ 333.33%
$9.06 - $10.93 $90.6 - $109
13 $136K
PBRA
Petroleo Bras Ads (Ea Reptg 2
19
+ 9.64%
N/A
216 $2.44M
LNKB
Linkbancorp, Inc.

Financial Services
10
+ 50.0%
$6.85 - $7.73 $68.5 - $77.3
30 $248K
FRPH
Frp Holdings, Inc.

Real Estate
6
+ 30.0%
$22.9 - $25.47 $137 - $153
26 $593K
APPF
Appfolio Inc

Technology
1
+ 33.33%
$223.31 - $262.26 $223 - $262
4 $931K
PCH
Potlatchdeltic Corp

Real Estate
3
+ 18.75%
$38.95 - $42.79 $117 - $128
19 $756K
Frontview Reit Inc
1
+ 1.19%
N/A
85 $1.26M
KLTR
Kaltura Inc

Technology
59
+ 236.0%
$1.39 - $1.96 $82 - $116
84 $138K
KIND
Nextdoor Holdings, Inc.

Communication Services
32
+ 1.0%
$1.67 - $2.14 $53.4 - $68.5
3.24K $6.8M
OFLX
Omega Flex, Inc.

Industrials
7
+ 11.11%
$26.98 - $30.86 $189 - $216
70 $2.06M
OCFC
Oceanfirst Financial Corp

Financial Services
5
+ 50.0%
$17.36 - $19.33 $86.8 - $96.6
15 $270K
WSBF
Waterstone Financial, Inc.

Financial Services
2
+ 3.17%
$14.63 - $15.75 $29.3 - $31.5
65 $1.08M
FIBK
First Interstate Bancsystem Inc

Financial Services
1
+ 4.76%
$29.31 - $32.49 $29.3 - $32.5
22 $762K
FPI
Farmland Partners Inc.

Real Estate
11
+ 84.62%
$9.7 - $10.82 $107 - $119
24 $233K
Activity Summary
Buys All Purchases 1099 New Holdings 177 Increased Positions 922 Sells All Sells 997 Reductions 997 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track True Wealth Design, LLC Portfolio

Follow True Wealth Design, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of True Wealth Design, LLC, based on Form 13F filings with the SEC.

News

Stay updated on True Wealth Design, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email