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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 4 of 133  ·  2,655 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 PWV INVESCO EXCHANGE TRADED FD T 4,584.0 $347K 0.08% -622.0 -11.9% $75.77 +8.6%
62 TECHNIPFMC PLC 5,095.0 $338K 0.08% +600.0 +13.3% $66.30
63 VEA VANGUARD TAX-MANAGED FDS 4,591.0 $327K 0.08% +303.0 +7.1% $71.25 +3.1%
64 JCI JOHNSON CONTROLS INTERNATION Industrials 2,154.0 $315K 0.07% +579.0 +36.8% $146.11 -1.2%
65 CB CHUBB LIMITED Financial Services 920.0 $313K 0.07% +181.0 +24.5% $340.74 +0.9%
66 UAL UNITED AIRLS HLDGS INC Industrials 2,299.0 $313K 0.07% +947.0 +70.0% $135.99 -15.6%
67 HWM HOWMET AEROSPACE INC Industrials 1,148.0 $309K 0.07% +15.0 +1.3% $268.86 +0.2%
68 TPR TAPESTRY INC Consumer Cyclical 2,091.0 $306K 0.07% -193.0 -8.4% $146.38 -11.0%
69 TSLA TESLA INC Consumer Cyclical 712.0 $299K 0.07% +185.0 +35.1% $420.60 -17.8%
70 UNH UNITEDHEALTH GROUP INC Healthcare 712.0 $296K 0.07% +305.0 +74.9% $415.41 -3.5%
71 PNC PNC FINL SVCS GROUP INC Financial Services 1,196.0 $294K 0.07% +379.0 +46.4% $246.22 -0.6%
72 LRCX LAM RESEARCH CORP Technology 667.0 $289K 0.07% -52.0 -7.2% $433.33 -27.8%
73 ILMN ILLUMINA INC Healthcare 1,637.0 $288K 0.07% -635.0 -27.9% $175.83 +27.9%
74 FQAL FIDELITY COVINGTON TRUST 3,496.0 $284K 0.07% $81.36 +4.1%
75 SNDK SANDISK CORP Technology 124.0 $282K 0.07% -232.0 -65.2% $2273.73 -34.1%
76 PSX PHILLIPS 66 Energy 1,637.0 $277K 0.07% +268.0 +19.6% $169.05 +43.3%
77 DFSI DIMENSIONAL ETF TRUST 6,135.0 $277K 0.07% -893.0 -12.7% $45.10 +5.4%
78 TER TERADYNE INC Technology 567.0 $274K 0.07% +356.0 +168.7% $483.84 -25.0%
79 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 2,795.0 $269K 0.06% +70.0 +2.6% $96.12 -50.3%
80 EXPE EXPEDIA GROUP INC Consumer Cyclical 1,022.0 $262K 0.06% -360.0 -26.1% $255.88 +30.3%
Page 4 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%