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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 65 of 65  ·  1,284 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1281 EVI EVI INDS INC Industrials 3.0 $45.0 +2.0 +200.0% $15.00 -4.8%
1282 BHR BRAEMAR HOTELS & RESORTS INC Real Estate 20.0 $44.0 +14.0 +233.3% $2.20 -7.0%
1283 NEON NEONODE INC Technology 39.0 $37.0 +31.0 +387.5% $0.95 -4.0%
1284 BEEP MOBILE INFRASTRUCTURE CORP Real Estate 5.0 $7.0 +4.0 +400.0% $1.40 +114.3%
Page 65 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%