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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 50 of 65  ·  1,284 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
981 AXON AXON ENTERPRISE INC Industrials 4.0 $2K 0.00% +1.0 +33.3% $560.75 +9.0%
982 OEC ORION S.A. Basic Materials 336.0 $2K 0.00% +179.0 +114.0% $6.63 -5.4%
983 CMCL CALEDONIA MNG CORP Basic Materials 116.0 $2K 0.00% +13.0 +12.6% $19.10 +33.5%
984 ALRS ALERUS FINL CORP Financial Services 71.0 $2K 0.00% +7.0 +10.9% $31.11 +6.8%
985 KRT KARAT PACKAGING INC Consumer Cyclical 66.0 $2K 0.00% +43.0 +187.0% $33.47 +48.8%
986 ELPC COMPANHIA PARANAENSE DE ENER Utilities 188.0 $2K 0.00% +119.0 +172.5% $11.65 -3.5%
987 RPC RIDGEPOST CAP INC Financial Services 278.0 $2K 0.00% +260.0 +1444.4% $7.87 +10.7%
988 WD WALKER & DUNLOP INC Financial Services 40.0 $2K 0.00% +11.0 +37.9% $54.70 -26.4%
989 ITUB ITAU UNIBANCO HLDG S A Financial Services 265.0 $2K 0.00% +144.0 +119.0% $8.17 -7.9%
990 PRG PROG HOLDINGS INC Industrials 46.0 $2K 0.00% +9.0 +24.3% $46.63 -15.0%
991 CPRI CAPRI HOLDINGS LIMITED Consumer Cyclical 113.0 $2K +10.0 +9.7% $18.58 -29.0%
992 LKFN LAKELAND FINL CORP Financial Services 34.0 $2K +24.0 +240.0% $61.74 -4.1%
993 ENSG ENSIGN GROUP INC Healthcare 13.0 $2K +5.0 +62.5% $160.31 +8.3%
994 BIPC BROOKFIELD INFRASTRUCTURE CO Utilities 54.0 $2K +8.0 +17.4% $38.50 +2.3%
995 ANIK ANIKA THERAPEUTICS INC Healthcare 142.0 $2K +72.0 +102.9% $14.63 +42.4%
996 XNCR XENCOR INC Healthcare 129.0 $2K +115.0 +821.4% $16.10 +79.4%
997 IBEX IBEX LTD Technology 68.0 $2K +58.0 +580.0% $30.38 +22.6%
998 OOMA OOMA INC Communication Services 107.0 $2K +79.0 +282.1% $19.22 +19.8%
999 BEPC BROOKFIELD RENEWABLE CORP Utilities 55.0 $2K +43.0 +358.3% $37.13 -11.1%
1000 PAC GRUPO AEROPORTUNARIO DEL PAC Industrials 8.0 $2K +5.0 +166.7% $253.25 -15.2%
Page 50 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%