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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 55 of 65  ·  1,284 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1081 TIPT TIPTREE INC Financial Services 71.0 $1K +41.0 +136.7% $17.93 +2.8%
1082 III INFORMATION SVCS GROUP INC Technology 305.0 $1K +86.0 +39.3% $4.11 +20.6%
1083 WSO WATSCO INC Industrials 3.0 $1K +1.0 +50.0% $417.00 -24.6%
1084 SIBN SI BONE INC Healthcare 76.0 $1K +74.0 +3700.0% $16.33 +19.0%
1085 FRBA FIRST BK WILLIAMSTOWN NEW JE Financial Services 69.0 $1K +33.0 +91.7% $17.74 +1.0%
1086 ARVN ARVINAS INC Healthcare 146.0 $1K +36.0 +32.7% $8.32 +12.1%
1087 SQM SOCIEDAD QUIMICA Y MINERA DE Basic Materials 16.0 $1K +2.0 +14.3% $74.06 +5.7%
1088 APOS APOLLO GLOBAL MGMT INC 10.0 $1K +6.0 +150.0% $118.40
1089 CASS CASS INFORMATION SYS INC Industrials 23.0 $1K +12.0 +109.1% $51.35 +11.1%
1090 PAL PROFICIENT AUTO LOGISTICS IN Industrials 173.0 $1K +117.0 +208.9% $6.82 -21.1%
1091 DIVERSIFIED ENERGY CO 85.0 $1K +65.0 +325.0% $13.87
1092 FORR FORRESTER RESH INC Industrials 140.0 $1K +134.0 +2233.3% $8.41 +39.0%
1093 FSUN FIRSTSUN CAP BANCORP Financial Services 30.0 $1K +9.0 +42.9% $38.80 +4.0%
1094 BJRI BJS RESTAURANTS INC Consumer Cyclical 19.0 $1K +14.0 +280.0% $60.74 +10.0%
1095 IDT IDT CORP Communication Services 19.0 $1K +17.0 +850.0% $58.21 +18.7%
1096 NBTB NBT BANCORP INC Financial Services 22.0 $1K +14.0 +175.0% $49.41 +4.3%
1097 NECB NORTHEAST CMNTY BANCORP INC Financial Services 39.0 $1K +6.0 +18.2% $27.74 -5.1%
1098 MLR MILLER INDS INC TENN Consumer Cyclical 21.0 $1K +15.0 +250.0% $51.19 +11.7%
1099 ASTS AST SPACEMOBILE INC Technology 12.0 $1K +4.0 +50.0% $88.92 -32.7%
1100 SOUNDTHINKING INC 117.0 $1K +116.0 +10000.0% $9.05
Page 55 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%