True Wealth Design, LLC Purchases in Q4 2025

True Wealth Design, LLC

  • $341 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
EBC
Eastern Bankshares, Inc.

Financial Services
1
+ 50.0%
$16.73 - $18.86 $16.7 - $18.9
3 $56K
Opendoor Technologies Inc
36
New
N/A
36 $19K
BHR
Braemar Hotels & Resorts Inc.

Real Estate
6
New
$2.48 - $2.81 $14.9 - $16.9
6 $18K
BSET
Bassett Furniture Industries Inc

Consumer Cyclical
1
New
$14.4 - $16.81 $14.4 - $16.8
1 $17K
PMT
Penny Mac Mortgage Investment Trust

Real Estate
1
+ 5.88%
$11.65 - $12.68 $11.7 - $12.7
18 $226K
QFIN
360 Digi Tech, Inc.

Financial Services
26
+ 50.98%
$21.09 - $30.67 $548 - $797
77 $1.48M
SKYX
Skyx Platforms Corp.

Industrials
7
New
$1.07 - $1.8 $7.49 - $12.6
7 $16K
CLNE
Clean Energy Fuels Corp.

Energy
7
New
$2.22 - $3.06 $15.5 - $21.4
7 $15K
OPBK
Op Bancorp

Financial Services
1
New
$12.96 - $13.85 $13 - $13.9
1 $15K
Opendoor Technologies Inc
36
New
N/A
36 $15K
JILL
J.Jill, Inc.

Consumer Cyclical
1
New
$14.54 - $16.8 $14.5 - $16.8
1 $14K
NEON
Neonode Inc.

Technology
8
New
$2.19 - $3.85 $17.5 - $30.8
8 $14K
CXDO
Crexendo, Inc.

Communication Services
2
New
$5.9 - $7.48 $11.8 - $15
2 $13K
OABI
Omniab Inc Com
6
New
N/A
6 $12K
AVXL
Anavex Life Sciences Corp.

Healthcare
3
New
$3.64 - $9.96 $10.9 - $29.9
3 $11K
Anteris Technologies Global
2
+ 100.0%
N/A
4 $20K
PNBK
Patriot National Bancorp Inc

Financial Services
6
New
$1.08 - $1.45 $6.48 - $8.7
6 $11K
CIA
Citizens, Inc.

Financial Services
2
New
$5.13 - $6.11 $10.3 - $12.2
2 $10K
DSGN
Design Therapeutics, Inc.

Healthcare
1
New
$5.53 - $7.76 $5.53 - $7.76
1 $10K
CMT
Core Molding Technologies Inc

Basic Materials
1
+ 4.55%
$17.79 - $19.94 $17.8 - $19.9
23 $462K
UIS
Unisys Corp

Technology
4
+ 200.0%
$2.64 - $3.95 $10.6 - $15.8
6 $17K
Us Goldmining Inc
1
New
N/A
1 $9K
ACTG
Acacia Research Corp

Industrials
2
New
$3.2 - $3.69 $6.4 - $7.38
2 $8K
EML
Eastern CO

Industrials
1
+ 33.33%
$19.4 - $23.23 $19.4 - $23.2
4 $79K
FENC
Fennec Pharmaceuticals Inc.

Healthcare
1
New
$7.68 - $9.84 $7.68 - $9.84
1 $8K
MPX
Marine Products Corp

Consumer Cyclical
1
+ 25.0%
$8.26 - $9.09 $8.26 - $9.09
5 $44K
Actuate Therapeutics Inc
1
New
N/A
1 $7K
CURV
Torrid Holdings Inc.

Consumer Cyclical
8
+ 800.0%
$1.14 - $1.75 $9.12 - $14
9 $9K
Trisalus Life Sciences Inc
1
New
N/A
1 $7K
INNV
Innov Age Holding Corp.

Healthcare
1
+ 20.0%
$4.49 - $5.94 $4.49 - $5.94
6 $32K
KRMD
Koru Medical Systems, Inc.

Healthcare
1
New
$3.78 - $4.35 $3.78 - $4.35
1 $6K
TSE
Trinseo PLC

Basic Materials
11
New
$0.97 - $2.33 $10.7 - $25.6
11 $6K
CAL
Caleres Inc

Consumer Cyclical
1
+ 12.5%
$10.31 - $14.3 $10.3 - $14.3
9 $110K
ESPR
Esperion Therapeutics, Inc.

Healthcare
1
New
$2.46 - $3.12 $2.46 - $3.12
1 $4K
ITUB
Itau Unibanco Holding S.A.

Financial Services
4
+ 3.42%
$6.76 - $7.83 $27 - $31.3
121 $863K
LUCD
Lucid Diagnostics Inc.

Healthcare
2
New
$1.02 - $1.28 $2.04 - $2.56
2 $3K
MEG
Montrose Environmental Group, Inc.

Industrials
3
+ 11.11%
$24.2 - $29.93 $72.6 - $89.8
30 $745K
Seaport Entmt Group Inc
1
+ 16.67%
N/A
7 $139K
DAKT
Daktronics Inc

Technology
1
+ 5.88%
$18.43 - $20.58 $18.4 - $20.6
18 $356K
FSP
Franklin Street Properties Corp

Real Estate
3
+ 75.0%
$1.05 - $1.65 $3.15 - $4.95
7 $7K
RVSB
Riverview Bancorp Inc

Financial Services
3
+ 6.82%
$5.05 - $5.57 $15.1 - $16.7
47 $236K
NFBK
Northfield Bancorp, Inc.

Financial Services
3
+ 2.91%
$9.99 - $11.82 $30 - $35.5
106 $1.21M
WTI
W&T Offshore Inc

Energy
3
+ 5.77%
$1.85 - $2.52 $5.55 - $7.56
55 $90K
UGP
Ultrapar Holdings Inc

Energy
2
+ 3.51%
$3.74 - $4.36 $7.48 - $8.72
59 $223K
SBS
Companhia De Saneamento Basico Do Estado De Sao Paulo Sabesp

Utilities
1
+ 2.27%
$22.27 - $26.83 $22.3 - $26.8
45 $1.08M
ADM
Archer Daniels Midland CO

Consumer Defensive
1
+ 2.56%
$56.0 - $63.38 $56 - $63.4
40 $2.3M
LEVI
Levi Strauss & CO

Consumer Cyclical
22
+ 11.64%
$19.47 - $24.66 $428 - $543
211 $4.38M
GCMG
Gcm Grosvenor Inc.

Financial Services
2
+ 2.82%
$11.45 - $11.98 $22.9 - $24
73 $827K
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
2
+ 10.53%
$68.8 - $78.04 $138 - $156
21 $1.43M
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