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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 14 of 133  ·  2,655 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 GLW CORNING INC Technology 392.0 $100K 0.02% +198.0 +102.1% $255.43 -40.8%
262 MEDP MEDPACE HLDGS INC Healthcare 189.0 $100K 0.02% -75.0 -28.4% $529.59 +16.3%
263 AYI ACUITY INC Industrials 264.0 $99K 0.02% +152.0 +135.7% $376.66 -9.3%
264 PFE PFIZER INC Healthcare 4,118.0 $99K 0.02% +3K +561.0% $24.08 +16.9%
265 MUFG MITSUBISHI UFJ FINANCIAL GRO Financial Services 4,885.0 $97K 0.02% +2K +52.6% $19.89 +12.7%
266 SYY SYSCO CORP Consumer Defensive 1,145.0 $96K 0.02% +991.0 +643.5% $83.58 -1.1%
267 CCK CROWN HLDGS INC Consumer Cyclical 851.0 $95K 0.02% -556.0 -39.5% $111.82 +6.0%
268 TWLO TWILIO INC Communication Services 461.0 $95K 0.02% -52.0 -10.1% $206.33 +15.3%
269 IRIDIUM COMMUNICATIONS INC 1,722.0 $94K 0.02% NEW $54.85
270 OMF ONEMAIN HLDGS INC Financial Services 1,543.0 $94K 0.02% +1K +342.1% $60.97 +5.1%
271 TTC TORO CO Industrials 965.0 $94K 0.02% +281.0 +41.1% $97.42 +2.2%
272 AKAM AKAMAI TECHNOLOGIES INC Technology 788.0 $93K 0.02% +134.0 +20.5% $118.21 -7.0%
273 CFG CITIZENS FINL GROUP INC Financial Services 1,329.0 $93K 0.02% +616.0 +86.4% $70.07 +0.2%
274 FRT FEDERAL RLTY INVT TR NEW Real Estate 748.0 $92K 0.02% +480.0 +179.1% $123.44 -5.1%
275 RPRX ROYALTY PHARMA PLC Healthcare 1,644.0 $92K 0.02% +584.0 +55.1% $56.07 +10.6%
276 CBSH COMMERCE BANCSHARES INC Financial Services 1,596.0 $92K 0.02% +2K +8300.0% $57.75 +0.7%
277 WWD WOODWARD INC Industrials 216.0 $92K 0.02% +53.0 +32.5% $425.44 -18.9%
278 OEF ISHARES TR 250.0 $91K 0.02% $365.87 +4.0%
279 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 365.0 $91K 0.02% +223.0 +157.0% $249.98 -8.8%
280 CI THE CIGNA GROUP Healthcare 330.0 $91K 0.02% +172.0 +108.9% $275.68 +1.6%
Page 14 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%