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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 13 of 65  ·  1,284 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 VMI VALMONT INDS INC Industrials 142.0 $82K 0.02% +19.0 +15.4% $577.61 -16.9%
242 ITT ITT INC Industrials 411.0 $81K 0.02% +239.0 +138.9% $197.76 +6.4%
243 RBC RBC BEARINGS INC Industrials 126.0 $81K 0.02% +104.0 +472.7% $644.06 -20.2%
244 KMI KINDER MORGAN INC DEL Energy 2,501.0 $80K 0.02% +249.0 +11.1% $31.97 +0.2%
245 TCBI TEXAS CAP BANCSHARES INC Financial Services 774.0 $80K 0.02% +91.0 +13.3% $103.26 -5.3%
246 ACN ACCENTURE PLC IRELAND Technology 635.0 $79K 0.02% +152.0 +31.5% $124.44 +45.8%
247 TGT TARGET CORP Consumer Defensive 604.0 $79K 0.02% +249.0 +70.1% $130.61 +25.6%
248 BIIB BIOGEN INC Healthcare 365.0 $79K 0.02% +129.0 +54.7% $216.06 +1.5%
249 RGLD ROYAL GOLD INC Basic Materials 394.0 $79K 0.02% +13.0 +3.4% $199.61 +32.7%
250 XEL XCEL ENERGY INC Utilities 978.0 $79K 0.02% +94.0 +10.6% $80.30 -4.2%
251 BCS BARCLAYS PLC Financial Services 2,901.0 $78K 0.02% +1K +102.0% $26.86 +1.0%
252 VFC V F CORP Consumer Cyclical 4,671.0 $78K 0.02% +3K +190.1% $16.68 -17.0%
253 ARMK ARAMARK Industrials 1,368.0 $78K 0.02% +60.0 +4.6% $56.90 +3.9%
254 RY ROYAL BK CDA Financial Services 375.0 $78K 0.02% +145.0 +63.0% $206.97 +0.1%
255 PB PROSPERITY BANCSHARES INC Financial Services 1,062.0 $78K 0.02% +117.0 +12.4% $73.03 -0.6%
256 WM WASTE MGMT INC DEL Industrials 348.0 $78K 0.02% +127.0 +57.5% $222.76 -1.5%
257 JAZZ JAZZ PHARMACEUTICALS PLC Healthcare 320.0 $77K 0.02% +250.0 +357.1% $240.97 +3.6%
258 GLD SPDR GOLD TR Financial Services 209.0 $77K 0.02% +153.0 +273.2% $368.38 +14.2%
259 STLD STEEL DYNAMICS INC Basic Materials 335.0 $77K 0.02% +5.0 +1.5% $229.46 +2.2%
260 ALL ALLSTATE CORP Financial Services 317.0 $75K 0.02% +271.0 +589.1% $237.94 +10.0%
Page 13 of 65  ·  1,284 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%