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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 18 of 22  ·  437 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 PLX PROTALIX BIOTHERAPEUTICS INC Healthcare 115.0 $268.0 NEW $2.33 +6.4%
342 BBBY BED BATH & BEYOND INC Consumer Cyclical 46.0 $267.0 NEW $5.80 -26.3%
343 BKKT BAKKT INC Technology 33.0 $258.0 NEW $7.82 +5.3%
344 VNOM VIPER ENERGY INC Energy 6.0 $255.0 NEW $42.50 +4.1%
345 WDFC WD 40 CO Basic Materials 1.0 $244.0 NEW $244.00 -11.2%
346 OM OUTSET MED INC Healthcare 56.0 $242.0 NEW $4.32 -1.7%
347 CWEN CLEARWAY ENERGY INC Utilities 7.0 $240.0 NEW $34.29 -5.3%
348 U HAUL HOLDING COMPANY 4.0 $231.0 NEW $57.75
349 ACHR ARCHER AVIATION INC Industrials 47.0 $223.0 NEW $4.74 +24.3%
350 ATLANTIC INTL CORP 242.0 $223.0 NEW $0.92
351 CATX PERSPECTIVE THERAPEUTICS INC Healthcare 65.0 $222.0 NEW $3.42 -7.5%
352 GAMESTOP CORP 10.0 $221.0 NEW $22.10
353 CPS COOPER-STANDARD HOLDINGS INC Consumer Cyclical 8.0 $217.0 NEW $27.12 -2.2%
354 OGN ORGANON & CO Healthcare 16.0 $217.0 NEW $13.56 +1.5%
355 BRCB BLACK ROCK COFFEE BAR INC Consumer Defensive 25.0 $208.0 NEW $8.32 +9.6%
356 TARA PROTARA THERAPEUTICS INC Healthcare 52.0 $199.0 NEW $3.83 +2.2%
357 WALD WALDENCAST PLC Technology 108.0 $191.0 NEW $1.77 -22.5%
358 ARAI ARRIVE AI INC Technology 426.0 $183.0 NEW $0.43 -45.2%
359 VUZI VUZIX CORP Technology 63.0 $183.0 NEW $2.90 -8.4%
360 HCAT HEALTH CATALYST INC Healthcare 89.0 $178.0 NEW $2.00 -20.5%
Page 18 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%