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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 130 of 133  ·  2,655 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2581 PXED PHOENIX ED PARTNERS INC Consumer Defensive 2.0 $66.0 NEW $33.00 -12.7%
2582 SLND SOUTHLAND HLDGS INC Industrials 99.0 $66.0 +82.0 +482.4% $0.67 +8.0%
2583 NREF NEXPOINT REAL ESTATE FIN INC Real Estate 4.0 $62.0 NEW $15.50 +10.9%
2584 OPBK OP BANCORP Financial Services 4.0 $60.0 +3.0 +300.0% $15.00 +0.2%
2585 PDLB PONCE FINANCIAL GROUP INC Financial Services 3.0 $60.0 -7.0 -70.0% $20.00 +0.3%
2586 BSY BENTLEY SYS INC Technology 2.0 $60.0 -11.0 -84.6% $30.00 +23.1%
2587 INNV INNOVAGE HLDG CORP Healthcare 5.0 $60.0 -1.0 -16.7% $12.00 -8.0%
2588 PDEX PRO-DEX INC COLO Healthcare 1.0 $59.0 $59.00 +8.2%
2589 ISPR ISPIRE TECHNOLOGY INC Consumer Defensive 51.0 $58.0 +25.0 +96.2% $1.14 +29.3%
2590 TKNO ALPHA TEKNOVA INC Healthcare 10.0 $57.0 NEW $5.70 +26.7%
2591 CRD-B CRAWFORD & CO 5.0 $57.0 -3.0 -37.5% $11.40 +4.5%
2592 PRAA PRA GROUP INC Financial Services 3.0 $57.0 -80.0 -96.4% $19.00 +2.4%
2593 LVWR LIVEWIRE GROUP INC Consumer Cyclical 49.0 $55.0 NEW $1.12 +22.1%
2594 BKV BKV CORP Energy 2.0 $55.0 $27.50 -11.9%
2595 FIP FTAI INFRASTRUCTURE INC Industrials 11.0 $52.0 -106.0 -90.6% $4.73 -21.1%
2596 MBC MASTERBRAND INC Consumer Cyclical 5.0 $52.0 -16.0 -76.2% $10.40 -15.0%
2597 PUTNAM ETF TRUST 6.0 $52.0 NEW $8.67
2598 VIAV VIAVI SOLUTIONS INC Technology 1.0 $48.0 NEW $48.00 -19.2%
2599 ACH ACCENDRA HEALTH INC Healthcare 13.0 $45.0 -771.0 -98.3% $3.46 -64.8%
2600 ACTU ACTUATE THERAPEUTICS INC Healthcare 29.0 $45.0 +28.0 +2800.0% $1.55 +14.7%
Page 130 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%