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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 107 of 133  ·  2,655 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2121 NHC NATIONAL HEALTHCARE CORP Healthcare 3.0 $635.0 $211.67 +5.0%
2122 AXIA ENERGIA SA 60.0 $634.0 -22.0 -26.8% $10.57
2123 BETTER HOME & FINANCE HOLDIN 23.0 $633.0 $27.52
2124 VTS VITESSE ENERGY INC Energy 40.0 $631.0 NEW $15.78 +9.1%
2125 BKU BANKUNITED INC Financial Services 13.0 $630.0 $48.46 -3.9%
2126 PMI PICARD MEDICAL INC Healthcare 3,822.0 $625.0 NEW $0.16 +5458.7%
2127 AGNC AGNC INVT CORP Real Estate 57.0 $622.0 $10.91 +0.3%
2128 AURA AURA BIOSCIENCES INC Healthcare 87.0 $618.0 NEW $7.10 +8.4%
2129 CVCO CAVCO INDS INC DEL Consumer Cyclical 1.0 $615.0 $615.00 -7.3%
2130 PAYS PAYSIGN INC Technology 75.0 $615.0 +44.0 +141.9% $8.20 +60.5%
2131 PACB PACIFIC BIOSCIENCES CALIF IN Healthcare 365.0 $614.0 +261.0 +251.0% $1.68 -7.9%
2132 RCEL AVITA MEDICAL INC Healthcare 147.0 $608.0 +145.0 +7250.0% $4.14 +149.5%
2133 EVH EVOLENT HEALTH INC Healthcare 112.0 $608.0 +89.0 +387.0% $5.43 -15.4%
2134 AVD AMERICAN VANGUARD CORP Basic Materials 216.0 $605.0 NEW $2.80 -22.2%
2135 BRSP BRIGHTSPIRE CAPITAL INC Real Estate 111.0 $605.0 -30.0 -21.3% $5.45 -12.3%
2136 SUPN SUPERNUS PHARMACEUTICALS Healthcare 13.0 $605.0 +4.0 +44.4% $46.54 -5.0%
2137 RBB RBB BANCORP Financial Services 22.0 $604.0 $27.45 -4.4%
2138 LI LI AUTO INC Consumer Cyclical 51.0 $599.0 -29.0 -36.2% $11.75 +3.7%
2139 SBSI SOUTHSIDE BANCSHARES INC Financial Services 17.0 $599.0 -3.0 -15.0% $35.24 -9.5%
2140 FLAGSTAR BANK NATIONAL ASSOC 40.0 $598.0 NEW $14.95
Page 107 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%