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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 64 of 65  ·  1,284 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1261 NODK NI HLDGS INC Financial Services 8.0 $126.0 +3.0 +60.0% $15.75 -2.9%
1262 PINE ALPINE INCOME PPTY TR INC Real Estate 6.0 $125.0 +2.0 +50.0% $20.83 -5.5%
1263 BOC BOSTON OMAHA CORP Communication Services 9.0 $123.0 +5.0 +125.0% $13.67 +2.4%
1264 KRO KRONOS WORLDWIDE INC Basic Materials 19.0 $121.0 +16.0 +533.3% $6.37 +38.0%
1265 TUSK MAMMOTH ENERGY SVCS INC Industrials 37.0 $121.0 +33.0 +825.0% $3.27 -4.0%
1266 PAMT CORP 7.0 $99.0 +4.0 +133.3% $14.14
1267 FENC FENNEC PHARMACEUTICALS INC Healthcare 9.0 $97.0 +8.0 +800.0% $10.78 +12.9%
1268 IMMR IMMERSION CORP Technology 14.0 $95.0 +12.0 +600.0% $6.79 +13.3%
1269 PNBK PATRIOT NATL BANCORP INC Financial Services 99.0 $95.0 +93.0 +1550.0% $0.96 +8.4%
1270 NPWR NET POWER INC Industrials 50.0 $84.0 +36.0 +257.1% $1.68 +7.7%
1271 NXDT NEXPOINT DIVERSIFIED REL ET Financial Services 16.0 $84.0 +12.0 +300.0% $5.25 +5.1%
1272 CLPR CLIPPER RLTY INC Real Estate 28.0 $77.0 +26.0 +1300.0% $2.75 +22.2%
1273 PRINCETON BANCORP INC 2.0 $76.0 +1.0 +100.0% $38.00
1274 SKYX SKYX PLATFORMS CORP Industrials 64.0 $71.0 +57.0 +814.3% $1.11 +12.7%
1275 AEYE AUDIOEYE INC Technology 12.0 $70.0 +2.0 +20.0% $5.83 +23.8%
1276 FHTX FOGHORN THERAPEUTICS INC Healthcare 14.0 $69.0 +9.0 +180.0% $4.93 +35.7%
1277 SLND SOUTHLAND HLDGS INC Industrials 99.0 $66.0 +82.0 +482.4% $0.67 +8.0%
1278 OPBK OP BANCORP Financial Services 4.0 $60.0 +3.0 +300.0% $15.00 +0.2%
1279 ISPR ISPIRE TECHNOLOGY INC Consumer Defensive 51.0 $58.0 +25.0 +96.2% $1.14 +29.3%
1280 ACTU ACTUATE THERAPEUTICS INC Healthcare 29.0 $45.0 +28.0 +2800.0% $1.55 +14.7%
Page 64 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%