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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 13 of 22  ·  437 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 LMRI LUMEXA IMAGING HOLDINGS INC Healthcare 83.0 $937.0 NEW $11.29 +5.9%
242 AARD AARDVARK THERAPEUTICS INC Healthcare 162.0 $934.0 NEW $5.77 +18.1%
243 ABVX ABIVAX SA Healthcare 7.0 $933.0 NEW $133.29 -12.6%
244 OSUR ORASURE TECHNOLOGIES INC Healthcare 208.0 $928.0 NEW $4.46 -16.8%
245 TRNS TRANSCAT INC Industrials 10.0 $928.0 NEW $92.80 -3.4%
246 ORBS EIGHTCO HOLDINGS INC Technology 1,322.0 $920.0 NEW $0.70 +15.3%
247 KOS KOSMOS ENERGY LTD Energy 436.0 $920.0 NEW $2.11 +31.7%
248 INOD INNODATA INC Technology 12.0 $907.0 NEW $75.58 -26.1%
249 CVRX CVRX INC Healthcare 174.0 $895.0 NEW $5.14 -36.4%
250 KREF KKR REAL ESTATE FIN TR INC Real Estate 130.0 $890.0 NEW $6.85 +10.3%
251 MARA MARA HOLDINGS INC Financial Services 63.0 $876.0 NEW $13.90 -19.3%
252 NRIX NURIX THERAPEUTICS INC Healthcare 36.0 $874.0 NEW $24.28 +10.0%
253 ADVANTAGE SOLUTIONS INC 20.0 $865.0 NEW $43.25
254 GLNG GOLAR LNG LTD Energy 17.0 $848.0 NEW $49.88 +2.6%
255 BARNES & NOBLE ED INC 65.0 $817.0 NEW $12.57
256 AKBA AKEBIA THREAPEUTICS INC Healthcare 711.0 $811.0 NEW $1.14 -20.5%
257 TOWN TOWNEBANK PORTSMOUTH VA Financial Services 22.0 $798.0 NEW $36.27 +3.5%
258 GRND GRINDR INC Technology 55.0 $791.0 NEW $14.38 +9.8%
259 AMC ENTMT HLDGS INC 415.0 $789.0 NEW $1.90
260 GBANK FINL HLDGS INC 26.0 $789.0 NEW $30.35
Page 13 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%