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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 25 of 65  ·  1,284 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 CPB THE CAMPBELLS COMPANY Consumer Defensive 1,452.0 $32K 0.01% +1K +250.7% $22.27 +4.5%
482 FERROVIAL NV 468.0 $32K 0.01% +186.0 +66.0% $68.61
483 GDDY GODADDY INC Technology 378.0 $32K 0.01% +156.0 +70.3% $84.88 +14.3%
484 FE FIRSTENERGY CORP Utilities 674.0 $32K 0.01% +503.0 +294.1% $47.54 -2.7%
485 TT TRANE TECHNOLOGIES PLC Industrials 65.0 $32K 0.01% +27.0 +71.0% $491.17 -7.5%
486 MSM MSC INDL DIRECT INC Industrials 268.0 $32K 0.01% +82.0 +44.1% $118.95 +2.6%
487 ON ON SEMICONDUCTOR CORP Technology 335.0 $32K 0.01% +17.0 +5.3% $94.54 -20.9%
488 HIW HIGHWOODS PPTYS INC Real Estate 1,042.0 $31K 0.01% +864.0 +485.4% $30.16 +4.0%
489 BC BRUNSWICK CORP Consumer Cyclical 373.0 $31K 0.01% +63.0 +20.3% $84.24 -7.9%
490 SO SOUTHERN CO Utilities 328.0 $31K 0.01% +242.0 +281.4% $95.71 -7.0%
491 AMKR AMKOR TECHNOLOGY INC Technology 364.0 $31K 0.01% +214.0 +142.7% $86.23 -40.0%
492 AEE AMEREN CORP Utilities 277.0 $31K 0.01% +221.0 +394.6% $113.04 -5.6%
493 ETN EATON CORP PLC Industrials 73.0 $31K 0.01% +10.0 +15.9% $426.12 -2.4%
494 BKNG BOOKING HOLDINGS INC Consumer Cyclical 174.0 $31K 0.01% +128.0 +278.3% $178.24 +13.6%
495 WTS WATTS WATER TECHNOLOGIES INC Industrials 79.0 $31K 0.01% +40.0 +102.6% $391.46 -4.9%
496 AEM AGNICO EAGLE MINES LTD Basic Materials 199.0 $31K 0.01% +45.0 +29.2% $155.13 +38.9%
497 RXT RACKSPACE TECHNOLOGY INC Technology 4,694.0 $31K 0.01% +5K +10000.0% $6.53 -48.2%
498 RACE FERRARI N V Consumer Cyclical 82.0 $31K 0.01% +20.0 +32.3% $372.29 +11.2%
499 DB DEUTSCHE BK AG Financial Services 894.0 $30K 0.01% +317.0 +54.9% $33.76 +18.7%
500 MIDD MIDDLEBY CORP Industrials 175.0 $30K 0.01% +28.0 +19.1% $172.01 -34.0%
Page 25 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%