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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 12 of 22  ·  437 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 CTEV CLARITEV CORPORATION Healthcare 35.0 $1K NEW $34.11 +10.1%
222 EMLC VANECK ETF TRUST 45.0 $1K NEW $25.58 +1.0%
223 HNST HONEST CO INC Consumer Cyclical 313.0 $1K NEW $3.66 +56.2%
224 BKLN INVESCO EXCH TRADED FD TR II 55.0 $1K NEW $20.38 +0.7%
225 IAGG ISHARES TR 22.0 $1K NEW $50.64 -1.6%
226 SCHP SCHWAB STRATEGIC TR 42.0 $1K NEW $26.50 -1.7%
227 SGRY SURGERY PARTNERS INC Healthcare 66.0 $1K NEW $16.80 -16.4%
228 SDGR SCHRODINGER INC Healthcare 67.0 $1K NEW $16.25 +19.8%
229 COFS CHOICEONE FINANCIA Financial Services 32.0 $1K NEW $34.00 -1.3%
230 QIAGEN NV 27.0 $1K NEW $39.11
231 IBOTTA INC 30.0 $1K NEW $34.17
232 INHIBIKASE THERAPEUTICS INC 499.0 $1K NEW $2.03
233 DIGIMARC CORP 123.0 $1K NEW $8.23
234 HUMA HUMACYTE INC Healthcare 1,286.0 $1K NEW $0.78 -12.7%
235 STGW STAGWELL INC Communication Services 134.0 $996.0 NEW $7.43 +16.2%
236 CTOS CUSTOM TRUCK ONE SOURCE INC Industrials 84.0 $993.0 NEW $11.82 -18.9%
237 CIFR CIPHER DIGITAL INC Financial Services 40.0 $980.0 NEW $24.50 -34.6%
238 NIOCORP DEVS LTD 200.0 $964.0 NEW $4.82
239 PROP PRAIRIE OPER CO Financial Services 1,326.0 $957.0 NEW $0.72 -27.2%
240 HCKT HACKETT GROUP INC Technology 88.0 $948.0 NEW $10.77 +2.0%
Page 12 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%