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Portfolio (Quarterly) Guide ↗

True Wealth Design, LLC

· CIK 0001966033
13F Portfolio $341M AUM 2,556 positions Filed Jan 8, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 177 New 909 Added 960 Reduced 333 Exited
Page 22 of 48  ·  960 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 APPN APPIAN CORP Technology 121.0 $4K 0.00% -2.0 -1.6% $35.42 -40.3%
422 QIAGEN NV 95.0 $4K 0.00% -6.0 -5.9% $44.98
423 BKE BUCKLE INC Consumer Cyclical 79.0 $4K 0.00% -1.0 -1.2% $53.43 -8.3%
424 UPBOUND GROUP INC 240.0 $4K 0.00% -92.0 -27.7% $17.56
425 ASB ASSOCIATED BANC CORP Financial Services 163.0 $4K 0.00% -2.0 -1.2% $25.76 +8.9%
426 REZI RESIDEO TECHNOLOGIES INC Industrials 119.0 $4K 0.00% -4.0 -3.2% $35.13 -17.6%
427 MTX MINERALS TECHNOLOGIES INC Basic Materials 68.0 $4K 0.00% -40.0 -37.0% $60.96 +23.7%
428 BLOCK INC 64.0 $4K 0.00% -2.0 -3.0% $64.70
429 ATEC ALPHATEC HLDGS INC Healthcare 196.0 $4K 0.00% -99.0 -33.6% $21.04 -60.9%
430 MELI MERCADOLIBRE INC Consumer Cyclical 2.0 $4K 0.00% -8.0 -80.0% $2014.50 -16.7%
431 GIC GLOBAL INDUSTRIAL COMPANY Industrials 137.0 $4K 0.00% -8.0 -5.5% $29.23 -0.4%
432 QCRH QCR HOLDINGS INC Financial Services 48.0 $4K 0.00% -1.0 -2.0% $83.31 +9.6%
433 PPL PPL CORP Utilities 114.0 $4K 0.00% -43.0 -27.4% $35.03 +1.2%
434 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 44.0 $4K 0.00% -596.0 -93.1% $89.82 -4.9%
435 LNG CHENIERE ENERGY INC Energy 20.0 $4K 0.00% -281.0 -93.4% $194.40 +23.7%
436 MFA MFA FINL INC Real Estate 415.0 $4K 0.00% -341.0 -45.1% $9.31 +2.0%
437 ASC ARDMORE SHIPPING CORP Industrials 364.0 $4K 0.00% -7.0 -1.9% $10.59 +82.1%
438 WDS WOODSIDE ENERGY GROUP LTD Energy 245.0 $4K 0.00% -10.0 -3.9% $15.59 +45.9%
439 IVR INVESCO MORTGAGE CAPITAL INC Real Estate 454.0 $4K 0.00% -158.0 -25.8% $8.41 -6.0%
440 MOH MOLINA HEALTHCARE INC Healthcare 22.0 $4K 0.00% -726.0 -97.1% $173.55 +4.4%
Page 22 of 48  ·  960 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 25.0%
Industrials 16.9%
Financial Services 13.2%
Consumer Cyclical 12.8%
Healthcare 11.7%
Consumer Defensive 4.8%
Communication Services 4.4%
Basic Materials 3.4%
Real Estate 2.7%
Energy 2.6%