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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 22 of 22  ·  437 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 LARK LANDMARK BANCORP INC Financial Services 1.0 $31.0 NEW $31.00 +3.0%
422 MFIN MEDALLION FINANCIAL CORP Financial Services 3.0 $31.0 NEW $10.33 +13.5%
423 LWAY LIFEWAY FOODS INC Consumer Defensive 1.0 $30.0 NEW $30.00 -12.8%
424 STRW STRAWBERRY FIELDS REIT INC Real Estate 2.0 $28.0 NEW $14.00 -1.4%
425 KOLIBRI GLOBAL ENERGY INC 5.0 $25.0 NEW $5.00
426 VRM VROOM INC Consumer Cyclical 3.0 $24.0 NEW $8.00 +13.9%
427 SOC SABLE OFFSHORE CORP Energy 5.0 $16.0 NEW $3.20 +42.0%
428 ULH UNIVERSAL LOGISTICS HLDGS IN Industrials 1.0 $15.0 NEW $15.00 +26.3%
429 MEDIWOUND LTD 1.0 $15.0 NEW $15.00
430 SBC MED GROUP HLDGS INC 4.0 $13.0 NEW $3.25
431 SOLESENCE INC 17.0 $13.0 NEW $0.76
432 SAMG SILVERCREST ASSET MGMT GROUP Financial Services 1.0 $11.0 NEW $11.00 -8.7%
433 CPSS CONSUMER PORTFOLIO SVCS INC Financial Services 1.0 $10.0 NEW $10.00 -7.8%
434 FOLD HLDGS INC 20.0 $10.0 NEW $0.50
435 SAFX XCF GLOBAL INC Energy 20.0 $9.0 NEW $0.45 -14.8%
436 SIEB SIEBERT FINL CORP Financial Services 2.0 $4.0 NEW $2.00 +2.0%
437 TVRD TVARDI THERAPEUTICS INC Healthcare 2.0 $4.0 NEW $2.00 -11.0%
Page 22 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%