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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 27 of 33  ·  652 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 BEONE MEDICINES LTD 2.0 $570.0 -4.0 -66.7% $285.00
522 CHCO CITY HLDG CO Financial Services 4.0 $531.0 -2.0 -33.3% $132.75 +9.0%
523 CLBK COLUMBIA FINL INC Financial Services 25.0 $531.0 -1.0 -3.9% $21.24 -45.3%
524 INTA INTAPP INC Technology 21.0 $530.0 -96.0 -82.0% $25.24 +60.1%
525 FDBC FIDELITY D & D BANCORP INC Financial Services 10.0 $515.0 -5.0 -33.3% $51.50 +3.7%
526 ARI APOLLO COML REAL ESTATE FIN Real Estate 47.0 $502.0 -111.0 -70.2% $10.68 -36.2%
527 ORGO ORGANOGENESIS HLDGS INC Healthcare 206.0 $501.0 -502.0 -70.9% $2.43 -28.0%
528 MVBF MVB FINL CORP Financial Services 17.0 $494.0 -6.0 -26.1% $29.06 +3.1%
529 SFST SOUTHERN FIRST BANCSHARES Financial Services 8.0 $489.0 -3.0 -27.3% $61.12 +1.4%
530 IRMD IRADIMED CORP Healthcare 5.0 $478.0 -4.0 -44.4% $95.60 -8.5%
531 BBNX BETA BIONICS INC Healthcare 30.0 $471.0 -76.0 -71.7% $15.70 +23.2%
532 PDM PIEDMONT REALTY TRUST INC Real Estate 51.0 $467.0 -81.0 -61.4% $9.16 +7.9%
533 UPST UPSTART HLDGS INC Financial Services 13.0 $461.0 -56.0 -81.2% $35.46 -14.1%
534 RRBI RED RIVER BANCSHARES INC Financial Services 5.0 $457.0 -1.0 -16.7% $91.40 +10.5%
535 HASI HA SUSTAINABLE INFRA CAP INC Financial Services 11.0 $430.0 -26.0 -70.3% $39.09 +2.5%
536 FG F&G ANNUITIES & LIFE INC Financial Services 16.0 $426.0 -50.0 -75.8% $26.62 -12.0%
537 IMXI INTERNATIONAL MONEY EXPRESS Technology 29.0 $420.0 -60.0 -67.4% $14.48 -1.3%
538 GRFS GRIFOLS S A Healthcare 58.0 $411.0 -22.0 -27.5% $7.09 +11.5%
539 FRST PRIMIS FINANCIAL CORP Financial Services 25.0 $410.0 -9.0 -26.5% $16.40 -1.8%
540 MTN VAIL RESORTS INC Consumer Cyclical 3.0 $409.0 -10.0 -76.9% $136.33 +9.1%
Page 27 of 33  ·  652 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%