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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 27 of 65  ·  1,284 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 414.0 $27K 0.01% +121.0 +41.3% $64.01 +13.2%
522 FTRE FORTREA HLDGS INC Healthcare 1,512.0 $26K 0.01% +33.0 +2.2% $17.40 +8.4%
523 BKH BLACK HILLS CORP Utilities 353.0 $26K 0.01% +259.0 +275.5% $74.40 -1.3%
524 TROW PRICE T ROWE GROUP INC Financial Services 226.0 $26K 0.01% +120.0 +113.2% $113.69 -1.2%
525 SNDR SCHNEIDER NATIONAL INC Industrials 695.0 $25K 0.01% +183.0 +35.7% $36.53 -3.5%
526 BNS BANK NOVA SCOTIA B C Financial Services 291.0 $25K 0.01% +29.0 +11.1% $86.84 +7.0%
527 RLI RLI CORP Financial Services 427.0 $25K 0.01% +426.0 +10000.0% $59.07 +8.7%
528 GLOBUS MED INC 319.0 $25K 0.01% +221.0 +225.5% $79.01
529 PAYC PAYCOM SOFTWARE INC Technology 200.0 $25K 0.01% +43.0 +27.4% $125.68 +88.6%
530 VRSK VERISK ANALYTICS INC Industrials 140.0 $25K 0.01% +51.0 +57.3% $179.54 +6.4%
531 GEN GEN DIGITAL INC Technology 1,004.0 $25K 0.01% +274.0 +37.5% $24.89 +22.5%
532 IEX IDEX CORP Industrials 109.0 $25K 0.01% +45.0 +70.3% $226.95 +3.1%
533 RVMD REVOLUTION MEDICINES INC Healthcare 132.0 $25K 0.01% +127.0 +2540.0% $187.28 +18.1%
534 AGO ASSURED GUARANTY LTD Financial Services 308.0 $25K 0.01% +161.0 +109.5% $80.16 -5.4%
535 KEX KIRBY CORP Industrials 181.0 $25K 0.01% +153.0 +546.4% $135.97 +2.9%
536 RSSB TIDAL TRUST II 799.0 $25K 0.01% +47.0 +6.2% $30.76 +1.9%
537 BIOHAVEN LTD 1,650.0 $25K 0.01% +1K +199.5% $14.88
538 LYV LIVE NATION ENTERTAINMENT IN Communication Services 134.0 $25K 0.01% +112.0 +509.1% $183.11 -1.3%
539 VSAT VIASAT INC Technology 272.0 $24K 0.01% +126.0 +86.3% $89.81 -19.0%
540 ICHR ICHOR HOLDINGS Technology 215.0 $24K 0.01% +23.0 +12.0% $112.28 -47.4%
Page 27 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%