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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 11 of 17  ·  338 positions
# Ticker Company Sector Shares Value ↓ % Port Status
201 HIFS HINGHAM INSTN SVGS MASS Financial Services 1 $284.0 SOLD
202 MPB MID PENN BANCORP INC Financial Services 9 $280.0 SOLD
203 KE KIMBALL ELECTRONICS INC Industrials 10 $279.0 SOLD
204 ENCORE ENERGY CORP 109 $271.0 SOLD
205 CTLP CANTALOUPE INC Technology 25 $266.0 SOLD
206 PRA PROASSURANCE CORP Financial Services 11 $266.0 SOLD
207 BWMN BOWMAN CONSULTING GROUP LTD Industrials 8 $265.0 SOLD
208 CLFD CLEARFIELD INC Technology 9 $263.0 SOLD
209 TRUP TRUPANION INC Financial Services 7 $262.0 SOLD
210 TCMD TACTILE SYS TECHNOLOGY INC Healthcare 9 $261.0 SOLD
211 MAC MACERICH CO Real Estate 14 $259.0 SOLD
212 PNTG PENNANT GROUP INC Healthcare 9 $254.0 SOLD
213 OPFI OPPFI INC Technology 24 $252.0 SOLD
214 LNKB LINKBANCORP INC Financial Services 30 $248.0 SOLD
215 DORM DORMAN PRODS INC Consumer Cyclical 2 $247.0 SOLD
216 FRHC FREEDOM HLDG CORP NEV Financial Services 2 $244.0 SOLD
217 DAWN DAY ONE BIOPHARMACEUTICALS I Healthcare 26 $243.0 SOLD
218 MAREX GROUP PLC 6 $231.0 SOLD
219 PMT PENNYMAC MTG INVT TR Real Estate 18 $226.0 SOLD
220 PSTL POSTAL REALTY TRUST INC Real Estate 14 $226.0 SOLD
Page 11 of 17  ·  338 positions
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%