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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 15 of 22  ·  437 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 ENPH ENPHASE ENERGY INC Energy 12.0 $591.0 NEW $49.25 -22.0%
282 PCT PURECYCLE TECHNOLOGIES INC Industrials 72.0 $584.0 NEW $8.11 -17.5%
283 ACI ALBERTSONS COMPANIES INC Consumer Defensive 43.0 $582.0 NEW $13.53 -8.4%
284 SCYB SCHWAB STRATEGIC TR 22.0 $576.0 NEW $26.18 -0.3%
285 VIST VISTA ENERGY S.A.B. DE C.V. Energy 9.0 $575.0 NEW $63.89 +7.5%
286 LUNG PULMONX CORP Healthcare 441.0 $574.0 NEW $1.30 +92.1%
287 AVIR ATEA PHARMACEUTICALS INC Healthcare 122.0 $568.0 NEW $4.66 +18.3%
288 SVCO SILVACO GROUP INC Technology 41.0 $566.0 NEW $13.80 -51.2%
289 HAUZ DBX ETF TR 25.0 $561.0 NEW $22.44 +2.0%
290 APOG APOGEE ENTERPRISES INC Industrials 12.0 $549.0 NEW $45.75 -10.7%
291 HYLB DBX ETF TR 15.0 $548.0 NEW $36.53 -0.3%
292 ENLIGHT RENEWABLE ENERGY LTD 6.0 $535.0 NEW $89.17
293 HY HYSTER-YALE INC Industrials 15.0 $526.0 NEW $35.07 -1.1%
294 BARK BARK INC Consumer Cyclical 52.0 $519.0 NEW $9.98 +5.6%
295 AXGN AXOGEN INC Healthcare 11.0 $509.0 NEW $46.27 +11.5%
296 INV INNVENTURE INC Financial Services 99.0 $502.0 NEW $5.07 -71.2%
297 HTZ HERTZ GLOBAL HLDGS INC Industrials 218.0 $494.0 NEW $2.27 -7.8%
298 AIRO AIRO GROUP HLDGS INC Industrials 66.0 $488.0 NEW $7.39 +7.1%
299 NSIT INSIGHT ENTERPRISES INC Technology 4.0 $488.0 NEW $122.00 +24.5%
300 INMB INMUNE BIO INC Healthcare 291.0 $475.0 NEW $1.63 +49.5%
Page 15 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%