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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 3 of 22  ·  437 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 TDOC TELADOC HEALTH INC Healthcare 2,578.0 $22K 0.01% NEW $8.48 -25.1%
42 KNSL KINSALE CAP GROUP INC Financial Services 66.0 $22K 0.01% NEW $329.82 +18.3%
43 SCHE SCHWAB STRATEGIC TR 539.0 $20K 0.01% NEW $36.26 +2.4%
44 FFIN FIRST FINL BANKSHARES INC Financial Services 554.0 $19K 0.01% NEW $34.60 -2.4%
45 LPX LOUISIANA PAC CORP Basic Materials 242.0 $19K 0.01% NEW $78.66 -8.5%
46 SEB SEABOARD CORP DEL Industrials 4.0 $18K 0.00% NEW $4464.50 -9.0%
47 MZTI MARZETTI COMPANY Consumer Defensive 156.0 $18K 0.00% NEW $114.16 -0.4%
48 CACC CREDIT ACCEP CORP MICH Financial Services 27.0 $17K 0.00% NEW $636.74 -5.9%
49 COMP COMPASS INC Technology 1,389.0 $17K 0.00% NEW $12.33 -8.0%
50 SWX SOUTHWEST GAS HLDGS INC Utilities 191.0 $17K 0.00% NEW $88.68 +2.2%
51 GPK GRAPHIC PACKAGING HLDG CO Consumer Cyclical 1,594.0 $17K 0.00% NEW $10.57 +8.9%
52 XLE SELECT SECTOR SPDR TR 300.0 $16K 0.00% NEW $53.11 +17.9%
53 XLV SELECT SECTOR SPDR TR 100.0 $16K 0.00% NEW $158.66 +9.6%
54 DFUV DIMENSIONAL ETF TRUST 286.0 $16K 0.00% NEW $55.01 +4.5%
55 PRGO PERRIGO CO PLC Healthcare 1,498.0 $16K 0.00% NEW $10.39 +40.3%
56 VWO VANGUARD INTL EQUITY INDEX F 260.0 $16K 0.00% NEW $59.69 +1.7%
57 XHB SPDR SERIES TRUST 131.0 $15K 0.00% NEW $115.56 -8.1%
58 HELE HELEN OF TROY LTD Consumer Defensive 508.0 $15K 0.00% NEW $29.07 -0.6%
59 WEBULL CORP 2,247.0 $15K 0.00% NEW $6.52
60 EUFN ISHARES TR 368.0 $14K 0.00% NEW $38.99 +9.3%
Page 3 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%