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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 101 of 133  ·  2,655 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2001 HIMALAYA SHIPPING LTD 70.0 $936.0 -15.0 -17.6% $13.37
2002 AIRS AIRSCULPT TECHNOLOGIES INC Healthcare 208.0 $936.0 +191.0 +1123.5% $4.50 -43.8%
2003 ITGR INTEGER HLDGS CORP Healthcare 10.0 $935.0 $93.50 +34.1%
2004 AARD AARDVARK THERAPEUTICS INC Healthcare 162.0 $934.0 NEW $5.77 +2.1%
2005 ABVX ABIVAX SA Healthcare 7.0 $933.0 NEW $133.29 -15.8%
2006 LTM LATAM AIRLINES GROUP SA Industrials 16.0 $933.0 +7.0 +77.8% $58.31 -12.9%
2007 JLL JONES LANG LASALLE INC Real Estate 3.0 $930.0 -130.0 -97.7% $310.00 +22.9%
2008 OSUR ORASURE TECHNOLOGIES INC Healthcare 208.0 $928.0 NEW $4.46 -19.4%
2009 TRNS TRANSCAT INC Industrials 10.0 $928.0 NEW $92.80 -6.9%
2010 XPEV XPENG INC Consumer Cyclical 70.0 $927.0 +49.0 +233.3% $13.24 -13.5%
2011 FRPH FRP HLDGS INC Real Estate 37.0 $925.0 +11.0 +42.3% $25.00 -11.2%
2012 ASR GRUPO AEROPORTUARIO DEL SURE Industrials 3.0 $921.0 +1.0 +50.0% $307.00 -16.2%
2013 BORR DRILLING LTD 223.0 $921.0 -48.0 -17.7% $4.13
2014 ORBS EIGHTCO HOLDINGS INC Technology 1,322.0 $920.0 NEW $0.70 +16.7%
2015 KOS KOSMOS ENERGY LTD Energy 436.0 $920.0 NEW $2.11 +30.8%
2016 LXEO LEXEO THERAPEUTICS INC Healthcare 197.0 $918.0 -29.0 -12.8% $4.66 +2.8%
2017 BCAL CALIFORNIA BANCORP Financial Services 44.0 $917.0 +7.0 +18.9% $20.84 +2.3%
2018 PLUS EPLUS INC Technology 11.0 $916.0 -4.0 -26.7% $83.27 +5.1%
2019 WT WISDOMTREE INC Financial Services 54.0 $915.0 $16.94 +46.1%
2020 GTN GRAY MEDIA INC Communication Services 230.0 $914.0 -216.0 -48.4% $3.97 +21.5%
Page 101 of 133  ·  2,655 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%