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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 37 of 133  ·  2,655 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 FNDX SCHWAB STRATEGIC TR 839.0 $26K 0.01% NEW $31.10 +4.5%
722 AZN ASTRAZENECA PLC Healthcare 137.0 $26K 0.01% NEW $189.62 -14.2%
723 UCTT ULTRA CLEAN HLDGS INC Technology 182.0 $26K 0.01% -20.0 -9.9% $142.59 -51.3%
724 DGX QUEST DIAGNOSTICS INC Healthcare 122.0 $26K 0.01% -26.0 -17.6% $211.95 +14.5%
725 CRL CHARLES RIV LABS INTL INC Healthcare 114.0 $26K 0.01% -17.0 -13.0% $226.80 +28.5%
726 TROW PRICE T ROWE GROUP INC Financial Services 226.0 $26K 0.01% +120.0 +113.2% $113.69 -2.2%
727 SPB SPECTRUM BRANDS HOLDINGS INC Consumer Defensive 299.0 $26K 0.01% -56.0 -15.8% $85.75 +3.4%
728 SNDR SCHNEIDER NATIONAL INC Industrials 695.0 $25K 0.01% +183.0 +35.7% $36.53 -5.7%
729 BNS BANK NOVA SCOTIA B C Financial Services 291.0 $25K 0.01% +29.0 +11.1% $86.84 +6.4%
730 RLI RLI CORP Financial Services 427.0 $25K 0.01% +426.0 +10000.0% $59.07 +8.9%
731 GLOBUS MED INC 319.0 $25K 0.01% +221.0 +225.5% $79.01
732 NE NOBLE CORP PLC Energy 675.0 $25K 0.01% $37.30 +22.7%
733 PAYC PAYCOM SOFTWARE INC Technology 200.0 $25K 0.01% +43.0 +27.4% $125.68 +89.8%
734 VRSK VERISK ANALYTICS INC Industrials 140.0 $25K 0.01% +51.0 +57.3% $179.54 +6.8%
735 GEN GEN DIGITAL INC Technology 1,004.0 $25K 0.01% +274.0 +37.5% $24.89 +24.6%
736 RARE ULTRAGENYX PHARMACEUTICAL IN Healthcare 744.0 $25K 0.01% NEW $33.39 -23.3%
737 IEX IDEX CORP Industrials 109.0 $25K 0.01% +45.0 +70.3% $226.95 +1.5%
738 RVMD REVOLUTION MEDICINES INC Healthcare 132.0 $25K 0.01% +127.0 +2540.0% $187.28 +11.0%
739 AGO ASSURED GUARANTY LTD Financial Services 308.0 $25K 0.01% +161.0 +109.5% $80.16 -5.8%
740 PLD PROLOGIS INC. Real Estate 182.0 $25K 0.01% -80.0 -30.5% $135.47 +3.9%
Page 37 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%