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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 22  ·  437 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 PAY PAYMENTUS HOLDINGS INC Technology 61.0 $1K NEW $24.16 +63.2%
202 DOCS DOXIMITY INC Healthcare 71.0 $1K NEW $20.75 +19.2%
203 FFAI FARADAY FUTURE INTLGT ELEC I Consumer Cyclical 6,338.0 $1K NEW $0.23 +1027.9%
204 CWH CAMPING WORLD HLDGS INC Consumer Cyclical 191.0 $1K NEW $7.63 -14.7%
205 NOG NORTHERN OIL & GAS INC Energy 80.0 $1K NEW $18.15 +43.4%
206 MLTX MOONLAKE IMMUNOTHERAPEUTICS Healthcare 74.0 $1K NEW $19.47 -19.8%
207 YSS YORK SPACE SYSTEMS INC Technology 58.0 $1K NEW $24.62 -62.9%
208 MDLN MEDLINE INC Healthcare 36.0 $1K NEW $39.44 -12.3%
209 MAGN MAGNERA CORP Industrials 115.0 $1K NEW $11.76 +5.9%
210 DCTH DELCATH SYS INC Healthcare 106.0 $1K NEW $12.59 +30.2%
211 CGEM CULLINAN THERAPEUTICS INC Healthcare 71.0 $1K NEW $18.21 +25.5%
212 LENZ LENZ THERAPEUTICS INC Healthcare 224.0 $1K NEW $5.68 -15.9%
213 RNAC CARTESIAN THERAPEUTICS INC Healthcare 122.0 $1K NEW $10.43 -2.3%
214 CCOI COGENT COMM HOLDINGS INC Communication Services 91.0 $1K NEW $13.89 -27.6%
215 SCHH SCHWAB STRATEGIC TR 53.0 $1K NEW $23.70 +1.6%
216 LCID LUCID GROUP INC Consumer Cyclical 187.0 $1K NEW $6.70 -26.1%
217 GETY GETTY IMAGES HOLDINGS INC Communication Services 1,445.0 $1K NEW $0.86 -67.4%
218 SLG SL GREEN RLTY CORP Real Estate 24.0 $1K NEW $51.79 +13.3%
219 LSCC LATTICE SEMICONDUCTOR CORP Technology 8.0 $1K NEW $153.00 -22.0%
220 CZR CAESARS ENTERTAINMENT INC NE Consumer Cyclical 40.0 $1K NEW $30.20 -1.8%
Page 11 of 22  ·  437 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%