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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 33 of 33  ·  652 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 VLGEA VILLAGE SUPER MKT INC Consumer Defensive 1.0 $43.0 -2.0 -66.7% $43.00 +2.2%
642 INSE INSPIRED ENTMT INC Consumer Cyclical 5.0 $42.0 -7.0 -58.3% $8.40 -30.4%
643 LE LANDS END INC NEW Consumer Cyclical 3.0 $32.0 -4.0 -57.1% $10.67 +14.6%
644 LOANDEPOT INC 20.0 $25.0 -261.0 -92.9% $1.25
645 NATR NATURES SUNSHINE PRODS INC Consumer Defensive 1.0 $22.0 -7.0 -87.5% $22.00 -34.6%
646 TTAM TITAN AMER SA Basic Materials 1.0 $19.0 -6.0 -85.7% $19.00 -19.2%
647 ACEL ACCEL ENTERTAINMENT INC Consumer Cyclical 1.0 $13.0 -40.0 -97.6% $13.00 -8.6%
648 AISP AIRSHIP AI HLDGS INC Technology 5.0 $12.0 -25.0 -83.3% $2.40 -10.8%
649 AKA A K A BRANDS HLDG CORP Consumer Cyclical 1.0 $11.0 -1.0 -50.0% $11.00 -2.5%
650 ALTI ALTI GLOBAL INC Financial Services 2.0 $8.0 -31.0 -93.9% $4.00 +0.1%
651 TWI TITAN INTL INC ILL Industrials 1.0 $8.0 -29.0 -96.7% $8.00 -10.3%
652 GOSS GOSSAMER BIO INC Healthcare 23.0 $4.0 -379.0 -94.3% $0.17 +6.3%
Page 33 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%