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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 14 of 22  ·  437 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 REPOSITRAK INC 83.0 $747.0 NEW $9.00
262 EQH EQUITABLE HLDGS INC Financial Services 17.0 $746.0 NEW $43.88 +13.5%
263 WULF TERAWULF INC Financial Services 30.0 $741.0 NEW $24.70 -32.5%
264 BANR BANNER CORP Financial Services 11.0 $731.0 NEW $66.45 +5.0%
265 IAG IAMGOLD CORP Basic Materials 46.0 $729.0 NEW $15.85 +35.5%
266 RXRX RECURSION PHARMACEUTICALS IN Healthcare 194.0 $712.0 NEW $3.67 -3.5%
267 YMM FULL TRUCK ALLIANCE CO LTD Technology 87.0 $707.0 NEW $8.13 +8.4%
268 DJT TRUMP MEDIA & TECHNOLOGY GRO Communication Services 88.0 $682.0 NEW $7.75 +22.7%
269 TGTX TG THERAPEUTICS INC Healthcare 12.0 $660.0 NEW $55.00 -0.5%
270 NATIONAL CINEMEDIA INC 173.0 $658.0 NEW $3.80
271 ABR ARBOR REALTY TRUST INC Real Estate 121.0 $656.0 NEW $5.42 -6.7%
272 TSSI TSS INC DEL Technology 52.0 $640.0 NEW $12.31 -29.1%
273 QSI QUANTUM SI INC Healthcare 720.0 $638.0 NEW $0.89 -7.2%
274 VTS VITESSE ENERGY INC Energy 40.0 $631.0 NEW $15.78 +7.2%
275 PMI PICARD MEDICAL INC Healthcare 3,822.0 $625.0 NEW $0.16 +6070.2%
276 AURA AURA BIOSCIENCES INC Healthcare 87.0 $618.0 NEW $7.10 +9.5%
277 AVD AMERICAN VANGUARD CORP Basic Materials 216.0 $605.0 NEW $2.80 -21.1%
278 FLAGSTAR BANK NATIONAL ASSOC 40.0 $598.0 NEW $14.95
279 BZAI BLAIZE HLDGS INC Technology 432.0 $597.0 NEW $1.38 -63.2%
280 ALT ALTIMMUNE INC Healthcare 196.0 $596.0 NEW $3.04 +4.2%
Page 14 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%