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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 28 of 65  ·  1,284 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 RSI RUSH STREET INTERACTIVE INC Consumer Cyclical 809.0 $24K 0.01% +26.0 +3.3% $29.74 -11.9%
542 MTB M & T BK CORP Financial Services 101.0 $24K 0.01% +57.0 +129.6% $238.02 +0.3%
543 SLM SLM CORP Financial Services 925.0 $24K 0.01% +545.0 +143.4% $25.94 +3.2%
544 SAIC SCIENCE APPLICATIONS INTL CO Technology 217.0 $24K 0.01% +144.0 +197.3% $110.41 +16.8%
545 TTMI TTM TECHNOLOGIES INC Technology 128.0 $24K 0.01% +58.0 +82.9% $187.02 -33.3%
546 DINO HF SINCLAIR CORP Energy 340.0 $24K 0.01% +29.0 +9.3% $69.65 +39.3%
547 VLTO VERALTO CORP Industrials 265.0 $24K 0.01% +193.0 +268.1% $88.68 +10.9%
548 AEGON LTD 2,756.0 $23K 0.01% +932.0 +51.1% $8.44
549 F FORD MTR CO Consumer Cyclical 1,670.0 $23K 0.01% +1K +159.7% $13.90 +0.5%
550 APA APA CORPORATION Energy 701.0 $23K 0.01% +352.0 +100.9% $32.57 +30.1%
551 ROK ROCKWELL AUTOMATION INC Industrials 46.0 $23K 0.01% +33.0 +253.8% $495.09 -12.5%
552 EQT EQT CORP Energy 426.0 $23K 0.01% +366.0 +610.0% $53.17 +3.0%
553 RF REGIONS FINANCIAL CORP NEW Financial Services 745.0 $22K 0.01% +198.0 +36.2% $30.20 +0.7%
554 FIS FIDELITY NATL INFORMATION SV Technology 577.0 $22K 0.01% +293.0 +103.2% $38.88 +4.3%
555 SOUTHSTATE BK CORP 218.0 $22K 0.01% +34.0 +18.5% $99.90
556 AFG AMERICAN FINANCIAL GROUP INC Financial Services 155.0 $22K 0.01% +145.0 +1450.0% $139.94 +1.9%
557 OLN OLIN CORP Basic Materials 1,089.0 $22K 0.01% +1K +7160.0% $19.82 -12.8%
558 PLNT PLANET FITNESS MASTER ISSUER Consumer Cyclical 411.0 $21K 0.01% +382.0 +1317.2% $52.17 -0.9%
559 NUE NUCOR CORP Basic Materials 96.0 $21K 0.01% +11.0 +12.9% $222.75 +13.3%
560 UI UBIQUITI INC Technology 40.0 $21K 0.01% +2.0 +5.3% $534.05 +11.0%
Page 28 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%