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
BCAL
Southern Calif Bancorp Com

Financial Services
1
+ 2.78%
$15.99 - $19.07 $16 - $19.1
37 $691K
NECB
North East Community Bancorp, Inc.

Financial Services
1
+ 3.13%
$19.5 - $20.97 $19.5 - $21
33 $747K
EWCZ
European Wax Center, Inc.

Consumer Defensive
30
+ 55.56%
$3.24 - $4.16 $97.2 - $125
84 $303K
AROW
Arrow Financial Corp

Financial Services
2
+ 25.0%
$26.05 - $31.09 $52.1 - $62.2
10 $314K
VEL
Velocity Financial, Inc.

Financial Services
2
+ 11.76%
$17.9 - $18.98 $35.8 - $38
19 $395K
SRCE
1 St Source Corp

Financial Services
1
+ 4.35%
$57.55 - $61.73 $57.6 - $61.7
24 $1.5M
TWI
Titan International Inc

Industrials
10
+ 50.0%
$7.32 - $8.32 $73.2 - $83.2
30 $235K
CNMD
Conmed Corp

Healthcare
3
+ 50.0%
$42.04 - $48.77 $126 - $146
9 $366K
NBTB
Nbt Bancorp Inc

Financial Services
2
+ 33.33%
$39.27 - $42.18 $78.5 - $84.4
8 $333K
Brookfield Renewable Corp
1
+ 9.09%
N/A
12 $461K
UE
Urban Edge Properties

Real Estate
5
+ 33.33%
$18.71 - $20.51 $93.6 - $103
20 $384K
DSP
Viant Technology Inc.

Technology
4
+ 50.0%
$8.14 - $10.86 $32.6 - $43.4
12 $145K
THO
Thor Industries Inc

Consumer Cyclical
1
+ 3.57%
$98.65 - $110.79 $98.7 - $111
29 $2.98M
AVO
Mission Produce, Inc.

Consumer Defensive
7
+ 31.82%
$11.25 - $12.79 $78.8 - $89.5
29 $337K
CRCT
Cricut, Inc.

Technology
69
+ 34.16%
$4.6 - $6.33 $317 - $437
271 $1.34M
PEBO
Peoples Bancorp Inc

Financial Services
2
+ 0.9%
$27.67 - $30.27 $55.3 - $60.5
224 $6.73M
EVEX
Eve Holding, Inc.

Industrials
10
+ 6.67%
$3.88 - $5.06 $38.8 - $50.6
160 $639K
BFS
Saul Centers, Inc.

Real Estate
2
+ 100.0%
$29.61 - $31.92 $59.2 - $63.8
4 $127K
PEB
Pebblebrook Hotel Trust

Real Estate
12
+ 1.05%
$10.2 - $11.52 $122 - $138
1.15K $13M
CENT
Central Garden & Pet CO

Consumer Defensive
2
+ 28.57%
$28.98 - $32.42 $58 - $64.8
9 $290K
GRC
Gorman Rupp CO

Industrials
1
+ 10.0%
$44.4 - $49.12 $44.4 - $49.1
11 $526K
Atlas Energy Solutions Inc
8
+ 100.0%
N/A
16 $151K
CHRS
Coherus Bio Sciences, Inc.

Healthcare
76
+ 34.55%
$1.19 - $1.82 $90.4 - $138
296 $421K
LE
Lands' End, Inc.

Consumer Cyclical
4
+ 133.33%
N/A
7 $102K
AFG
American Financial Group Inc

Financial Services
1
+ 11.11%
$129.81 - $148.71 $130 - $149
10 $1.31M
MYFW
First Western Financial Inc

Financial Services
1
+ 12.5%
$22.06 - $23.71 $22.1 - $23.7
9 $242K
EBMT
Eagle Bancorp Montana, Inc.

Financial Services
1
+ 7.14%
$16.04 - $17.12 $16 - $17.1
15 $299K
DK
Delek Us Holdings, Inc.

Energy
2
+ 100.0%
$31.53 - $41.7 $63.1 - $83.4
4 $119K
BWFG
Bankwell Financial Group, Inc.

Financial Services
1
+ 25.0%
$40.83 - $45.5 $40.8 - $45.5
5 $230K
EVH
Evolent Health, Inc.

Healthcare
18
+ 360.0%
$4.16 - $8.25 $74.9 - $149
23 $92K
Alerus Finl Corp
1
+ 1.59%
N/A
64 $1.44M
MVBF
Mvb Financial Corp

Financial Services
1
+ 4.55%
$25.15 - $27.03 $25.2 - $27
23 $595K
BMRC
Bank Of Marin Bancorp

Financial Services
1
+ 12.5%
$22.7 - $26.39 $22.7 - $26.4
9 $235K
AVNW
Aviat Networks, Inc.

Technology
2
+ 100.0%
$21.04 - $26.05 $42.1 - $52.1
4 $86K
GES
Guess Inc

Consumer Cyclical
1
+ 0.18%
$16.72 - $17.05 $16.7 - $17.1
564 $9.45M
FBRT
Franklin Bsp Realty Trust, Inc.

Real Estate
4
+ 133.33%
$9.82 - $11.06 $39.3 - $44.2
7 $71K
ISTR
Investar Holding Corp

Financial Services
1
+ 33.33%
$21.52 - $24.74 $21.5 - $24.7
4 $107K
BTMD
Biote Corp.

Healthcare
17
+ 70.83%
$2.46 - $3.19 $41.8 - $54.2
41 $107K
Ponce Financial Group Inc
1
+ 11.11%
N/A
10 $164K
LCNB
Lcnb Corp

Financial Services
1
+ 10.0%
$14.35 - $15.63 $14.4 - $15.6
11 $181K
SKIN
Beauty Health CO

Consumer Defensive
108
+ 53.73%
$1.28 - $1.78 $138 - $192
309 $430K
BRSP
Bright Spire Capital, Inc.

Real Estate
1
+ 0.71%
$5.07 - $5.47 $5.07 - $5.47
141 $790K
SWKH
Swk Holdings Corp

Financial Services
1
+ 25.0%
$14.29 - $16.94 $14.3 - $16.9
5 $86K
GEO
Geo Group Inc

Real Estate
6
+ 37.5%
$14.58 - $21.62 $87.5 - $130
22 $355K
ADCT
Adc Therapeutics Sa

Healthcare
9
+ 42.86%
$3.96 - $4.63 $35.6 - $41.7
30 $106K
Ingram Micro Hldg Corp
1
+ 100.0%
N/A
2 $43K
TLS
Telos Corp

Technology
8
+ 72.73%
$5.85 - $7.76 $46.8 - $62.1
19 $97K
EBC
Eastern Bankshares, Inc.

Financial Services
1
+ 50.0%
$16.73 - $18.86 $16.7 - $18.9
3 $56K
PMT
Penny Mac Mortgage Investment Trust

Real Estate
1
+ 5.88%
$11.65 - $12.68 $11.7 - $12.7
18 $226K
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
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