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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 103 of 133  ·  2,655 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2041 OTEX OPEN TEXT CORP Technology 39.0 $864.0 -9.0 -18.8% $22.15 +13.6%
2042 NWE NORTHWESTERN ENERGY GROUP IN Utilities 12.0 $860.0 -101.0 -89.4% $71.67 -2.0%
2043 SEZL SEZZLE INC Financial Services 5.0 $859.0 -4.0 -44.4% $171.80 -27.5%
2044 CCO CLEAR CHANNEL OUTDOOR HLDGS Communication Services 353.0 $855.0 -44.0 -11.1% $2.42 -3.6%
2045 THRM GENTHERM INC Consumer Cyclical 25.0 $853.0 -21.0 -45.6% $34.12 +15.9%
2046 HOMETRUST BANCSHARES INC 17.0 $849.0 $49.94
2047 GLNG GOLAR LNG LTD Energy 17.0 $848.0 NEW $49.88 +1.0%
2048 NRDS NERDWALLET INC Financial Services 91.0 $842.0 -253.0 -73.5% $9.25 +7.4%
2049 TFIN TRIUMPH FINANCIAL INC Financial Services 11.0 $840.0 $76.36 -5.5%
2050 NVEC NVE CORP Technology 8.0 $837.0 $104.62 -3.6%
2051 DSGX DESCARTES SYS GROUP INC Technology 12.0 $831.0 -20.0 -62.5% $69.25 +17.9%
2052 SFL SFL CORPORATION LTD Industrials 81.0 $827.0 $10.21 +21.0%
2053 GWRS GLOBAL WTR RES INC Utilities 114.0 $826.0 +101.0 +776.9% $7.25 +25.5%
2054 CHRS COHERUS ONCOLOGY INC Healthcare 586.0 $821.0 +290.0 +98.0% $1.40 +2.1%
2055 BARNES & NOBLE ED INC 65.0 $817.0 NEW $12.57
2056 PRLB PROTO LABS INC Industrials 10.0 $816.0 -9.0 -47.4% $81.60 -2.9%
2057 RBCAA REPUBLIC BANCORP INC KY Financial Services 9.0 $814.0 -4.0 -30.8% $90.44 +5.2%
2058 APPS DIGITAL TURBINE INC Technology 63.0 $813.0 $12.90 -13.6%
2059 AKBA AKEBIA THREAPEUTICS INC Healthcare 711.0 $811.0 NEW $1.14 -23.3%
2060 GNW GENWORTH FINL INC Financial Services 85.0 $805.0 -179.0 -67.8% $9.47 +5.3%
Page 103 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%