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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 30 of 65  ·  1,284 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 KMPR KEMPER CORP Financial Services 730.0 $20K 0.01% +144.0 +24.6% $26.96 +2.6%
582 TS TENARIS S A Energy 352.0 $20K 0.01% +89.0 +33.8% $55.49 -2.1%
583 WKC WORLD KINECT CORPORATION Energy 592.0 $20K 0.01% +573.0 +3015.8% $32.94 +8.8%
584 WTFC WINTRUST FINL CORP Financial Services 121.0 $19K 0.01% +35.0 +40.7% $160.73 -4.8%
585 CRWV COREWEAVE INC Technology 193.0 $19K 0.01% +185.0 +2312.5% $99.54 -12.8%
586 MPC MARATHON PETE CORP Energy 75.0 $19K 0.01% +13.0 +21.0% $255.68 +42.2%
587 TOTALENERGIES SE 245.0 $19K 0.01% +22.0 +9.9% $77.76
588 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 221.0 $19K 0.01% +177.0 +402.3% $86.09 +15.6%
589 LPG DORIAN LPG LTD Energy 546.0 $19K 0.01% +13.0 +2.4% $34.78 +41.7%
590 LNG CHENIERE ENERGY INC Energy 79.0 $19K 0.00% +59.0 +295.0% $239.01 +17.5%
591 LOGI LOGITECH INTL S A Technology 199.0 $19K 0.00% +119.0 +148.8% $94.04 +4.2%
592 VOD VODAFONE GROUP PLC Communication Services 1,395.0 $18K 0.00% +1K +282.2% $13.23 +20.1%
593 JBLU JETBLUE AIRWAYS CORP Industrials 3,202.0 $18K 0.00% +3K +5829.6% $5.73 -14.7%
594 CRNC CERENCE INC Technology 1,613.0 $18K 0.00% +147.0 +10.0% $11.32 -25.7%
595 MGA MAGNA INTL INC Consumer Cyclical 278.0 $18K 0.00% +157.0 +129.8% $65.66 +0.1%
596 SMG SCOTTS MIRACLE-GRO CO Basic Materials 266.0 $18K 0.00% +224.0 +533.3% $68.11 -11.0%
597 ASAN ASANA INC Technology 2,585.0 $18K 0.00% +3K +3758.2% $7.00 +45.3%
598 ACM AECOM Industrials 259.0 $18K 0.00% +229.0 +763.3% $69.80 -5.1%
599 SNY SANOFI SA Healthcare 422.0 $18K 0.00% +183.0 +76.6% $42.66 +5.1%
600 HR HEALTHCARE RLTY TR Real Estate 888.0 $18K 0.00% +537.0 +153.0% $20.17 -5.2%
Page 30 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%