True Wealth Design, LLC Reduced Holdings in Q3 2025

True Wealth Design, LLC

  • $327 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
Savers Value Vlg Inc
-149
- 27.04%
N/A
402 $5.33M
LKQ
Lkq Corp

Consumer Cyclical
-5
- 23.81%
$29.24 - $39.21 $146 - $196
16 $489K
Forge Global Holdings Inc
-3
- 2.73%
N/A
107 $1.81M
AVNT
Avient Corp

Basic Materials
-10
- 14.71%
$31.57 - $37.86 $316 - $379
58 $1.91M
OSPN
One Span Inc.

Technology
-17
- 89.47%
$14.28 - $18.05 $243 - $307
2 $32K
Atlas Energy Solutions Inc
-20
- 71.43%
N/A
8 $91K
NVEC
Nve Corp

Technology
-2
- 11.11%
$59.41 - $81.06 $119 - $162
16 $1.05M
DGICA
Donegal Group Inc

Financial Services
-11
- 12.09%
$16.75 - $19.72 $184 - $217
80 $1.55M
AFCG
Afc Gamma, Inc.

Real Estate
-44
- 29.14%
$3.61 - $5.03 $159 - $221
107 $410K
PLMR
Palomar Holdings, Inc.

Financial Services
-1
- 25.0%
$112.26 - $148.79 $112 - $149
3 $351K
MYPS
Playstudios, Inc.

Communication Services
-196
- 94.23%
$0.92 - $1.37 $180 - $269
12 $12K
VIST
Vista Energy, S.A.B. De C.V.

Energy
-4
- 44.44%
$33.7 - $48.92 $135 - $196
5 $172K
TBI
True Blue, Inc.

Industrials
-28
- 12.02%
N/A
205 $1.26M
Silvaco Group Inc
-54
- 85.71%
N/A
9 $49K
SSTI
Shotspotter, Inc

Technology
-19
- 95.0%
$11.0 - $14.17 $209 - $269
1 $13K
RPD
Rapid7, Inc.

Technology
-3
- 6.98%
$17.88 - $25.59 $53.6 - $76.8
40 $750K
SMMT
Summit Therapeutics Inc.

Healthcare
-11
- 61.11%
$17.61 - $30.02 $194 - $330
7 $145K
HBB
Hamilton Beach Brands Holding CO

Consumer Cyclical
-10
- 38.46%
$13.04 - $19.97 $130 - $200
16 $230K
GTLB
Gitlab Inc.

Technology
-5
- 9.43%
$38.82 - $50.43 $194 - $252
48 $2.16M
LPI
Laredo Petroleum, Inc.

Energy
-17
- 20.24%
N/A
67 $1.13M
NKTX
Nkarta, Inc.

Healthcare
-138
- 84.15%
$1.67 - $2.37 $230 - $327
26 $54K
CHRS
Coherus Bio Sciences, Inc.

Healthcare
-566
- 72.01%
$0.75 - $1.7 $425 - $962
220 $361K
VIRT
Virtu Financial, Inc.

Financial Services
-4
- 57.14%
$34.87 - $45.12 $139 - $180
3 $107K
NXDT
Nexpoint Diversified Real Estate Trust

Financial Services
-39
- 31.71%
$3.64 - $5.24 $142 - $204
84 $310K
NRDS
Nerdwallet, Inc.

Financial Services
-12
- 3.37%
$9.18 - $11.38 $110 - $137
344 $3.7M
TRDA
Entrada Therapeutics, Inc.

Healthcare
-30
- 96.77%
$5.02 - $7.57 $151 - $227
1 $6K
PNTG
Pennant Group, Inc.

Healthcare
-6
- 54.55%
$22.07 - $27.54 $132 - $165
5 $127K
AAON
Aaon, Inc.

Industrials
-3
- 75.0%
$72.08 - $94.26 $216 - $283
1 $94K
LCUT
Lifetime Brands, Inc

Consumer Cyclical
-33
- 63.46%
$3.65 - $5.43 $120 - $179
19 $74K
United Homes Group Inc
-107
- 52.45%
N/A
97 $401K
LFMD
Life Md, Inc.

Healthcare
-10
- 55.56%
$5.8 - $13.12 $58 - $131
8 $55K
AVD
American Vanguard Corp

Basic Materials
-52
- 80.0%
$3.36 - $5.81 $175 - $302
13 $75K
ARAY
Accuray Inc

Healthcare
-133
- 84.18%
$1.28 - $1.79 $170 - $238
25 $42K
EZPW
Ezcorp Inc

Financial Services
-16
- 64.0%
$13.13 - $19.15 $210 - $306
9 $172K
MLR
Miller Industries Inc

Consumer Cyclical
-3
- 23.08%
$38.19 - $46.56 $115 - $140
10 $405K
AMCX
Amc Networks Inc.

Communication Services
-40
- 49.38%
$5.63 - $8.4 $225 - $336
41 $338K
SNCY
Sun Country Airlines Holdings, Inc.

Industrials
-15
- 10.34%
$10.3 - $13.65 $155 - $205
130 $1.54M
PLTK
Playtika Holding Corp.

Communication Services
-12
- 8.28%
$3.44 - $5.0 $41.3 - $60
133 $518K
Forrester Resh Inc
-24
- 17.27%
N/A
115 $1.22M
CLAR
Clarus Corp

Consumer Cyclical
-45
- 76.27%
$3.13 - $4.0 $141 - $180
14 $49K
SMRT
Smart Rent, Inc.

Technology
-195
- 67.24%
$0.94 - $1.64 $183 - $320
95 $134K
UVE
Universal Insurance Holdings, Inc.

Financial Services
-5
- 31.25%
$22.93 - $27.36 $115 - $137
11 $290K
MSA
Msa Safety Inc

Industrials
-2
- 4.76%
$168.32 - $180.03 $337 - $360
40 $6.88M
DLHC
Dlh Holdings Corp.

Industrials
-26
- 78.79%
$5.46 - $5.96 $142 - $155
7 $40K
BYRN
Byrna Technologies Inc.

Industrials
-4
- 57.14%
$18.94 - $33.56 $75.8 - $134
3 $67K
KOP
Koppers Holdings Inc.

Basic Materials
-4
- 44.44%
$27.53 - $34.75 $110 - $139
5 $140K
GLRE
Greenlight Capital Re, Ltd.

Financial Services
-10
- 76.92%
$12.4 - $14.47 $124 - $145
3 $39K
WLK
Westlake Corp

Basic Materials
-2
- 33.33%
$75.43 - $90.6 $151 - $181
4 $309K
DIBS
1stdibs.Com, Inc.

Consumer Cyclical
-50
- 50.51%
$2.56 - $2.89 $128 - $145
49 $127K
Activity Summary
Buys All Purchases 1682 New Holdings 361 Increased Positions 1321 Sells All Sells 447 Reductions 447 Sold out 0 Options Calls 0 Puts 0
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