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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 34 of 65  ·  1,284 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 WF WOORI FINL GROUP INC Financial Services 232.0 $13K 0.00% +143.0 +160.7% $57.40 +27.8%
662 GNRC GENERAC HLDGS INC Industrials 45.0 $13K 0.00% +35.0 +350.0% $292.82 -37.2%
663 LNT ALLIANT ENERGY CORP Utilities 172.0 $13K 0.00% +129.0 +300.0% $76.29 -10.8%
664 DOC HEALTHPEAK PROPERTIES INC Real Estate 610.0 $13K 0.00% +563.0 +1197.9% $21.40 -2.1%
665 KVUE KENVUE INC Consumer Defensive 683.0 $13K 0.00% +484.0 +243.2% $19.11 +0.3%
666 LNC LINCOLN NATL CORP IND Financial Services 369.0 $13K 0.00% +286.0 +344.6% $35.35 +22.5%
667 COHR COHERENT CORP Technology 33.0 $13K 0.00% +2.0 +6.5% $394.48 -29.2%
668 MSI MOTOROLA SOLUTIONS INC Technology 31.0 $13K 0.00% +20.0 +181.8% $415.29 +17.0%
669 IDA IDACORP INC Utilities 85.0 $13K 0.00% +75.0 +750.0% $151.31 -10.3%
670 ROL ROLLINS INC Consumer Cyclical 308.0 $13K 0.00% +46.0 +17.6% $41.74 -12.8%
671 ENTG ENTEGRIS INC Technology 71.0 $13K 0.00% +22.0 +44.9% $179.87 -25.0%
672 EXPD EXPEDITORS INTL WASH INC Industrials 78.0 $13K 0.00% +13.0 +20.0% $162.99 +17.2%
673 UHAL U HAUL HOLDING COMPANY 193.0 $13K 0.00% +72.0 +59.5% $65.44
674 EMERA INC 237.0 $13K 0.00% +141.0 +146.9% $53.02
675 ZETA ZETA GLOBAL HOLDINGS CORP Technology 638.0 $13K 0.00% +588.0 +1176.0% $19.68 +55.2%
676 KB KB FINL GROUP INC Financial Services 118.0 $12K 0.00% +75.0 +174.4% $104.97 +18.3%
677 HAYW HAYWARD HLDGS INC Industrials 710.0 $12K 0.00% +178.0 +33.5% $17.31 -18.3%
678 AIP ARTERIS INC Technology 252.0 $12K 0.00% +84.0 +50.0% $48.59 -54.7%
679 NI NISOURCE INC Utilities 256.0 $12K 0.00% +153.0 +148.5% $47.55 -14.7%
680 MYGN MYRIAD GENETICS INC Healthcare 2,126.0 $12K 0.00% +677.0 +46.7% $5.71 -44.7%
Page 34 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%