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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 23 of 133  ·  2,655 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 XYL XYLEM INC Industrials 482.0 $57K 0.01% +339.0 +237.1% $118.21 -4.7%
442 NVO NOVO-NORDISK A S Healthcare 1,186.0 $57K 0.01% +828.0 +231.3% $47.94 -3.5%
443 DOV DOVER CORP Industrials 253.0 $57K 0.01% +55.0 +27.8% $224.28 -10.0%
444 HONEYWELL AEROSPACE INC 255.0 $56K 0.01% NEW $221.08
445 WCC WESCO INTL INC Industrials 163.0 $56K 0.01% +30.0 +22.6% $345.44 +1.5%
446 ORI OLD REP INTL CORP Financial Services 1,370.0 $56K 0.01% -180.0 -11.6% $40.92 +3.2%
447 CHDN CHURCHILL DOWNS INC Consumer Cyclical 623.0 $56K 0.01% +457.0 +275.3% $89.64 -3.5%
448 MAN MANPOWERGROUP INC WIS Industrials 1,645.0 $56K 0.01% +942.0 +134.0% $33.77 +84.2%
449 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 515.0 $56K 0.01% +4.0 +0.8% $107.78 +4.1%
450 LYG LLOYDS BANKING GROUP PLC Financial Services 9,478.0 $55K 0.01% +4K +70.3% $5.83 +1.5%
451 HPE HEWLETT PACKARD ENTERPRISE C Technology 1,224.0 $55K 0.01% +702.0 +134.5% $45.11 +20.6%
452 AEIS ADVANCED ENERGY INDS Industrials 148.0 $55K 0.01% +76.0 +105.6% $372.87 -23.0%
453 CNH INDL N V 4,911.0 $55K 0.01% -641.0 -11.6% $11.23
454 HBAN HUNTINGTON BANCSHARES INC Financial Services 3,109.0 $55K 0.01% +3K +472.6% $17.73 -4.9%
455 SSNC SS&C TECH HLDGS Technology 887.0 $55K 0.01% +470.0 +112.7% $62.05 +34.5%
456 BMRN BIOMARIN PHARMACEUTICAL INC Healthcare 957.0 $55K 0.01% -311.0 -24.5% $57.22 +14.1%
457 ESTC ELASTIC N V Technology 956.0 $55K 0.01% -443.0 -31.7% $57.02 +46.9%
458 KRC KILROY REALTY CORP Real Estate 1,453.0 $54K 0.01% +544.0 +59.9% $37.47 -2.1%
459 ZION ZIONS BANCORPORATION NATL AS Financial Services 781.0 $54K 0.01% +431.0 +123.1% $69.19 -1.9%
460 BDX BECTON DICKINSON & CO Healthcare 357.0 $54K 0.01% -164.0 -31.5% $151.33 +24.3%
Page 23 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%