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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 55 of 133  ·  2,655 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1081 ICFI ICF INTL INC Industrials 128.0 $9K 0.00% +25.0 +24.3% $72.87 +23.8%
1082 ORN ORION GROUP HLDGS INC Industrials 554.0 $9K 0.00% -14.0 -2.5% $16.82 -44.9%
1083 FCFS FIRSTCASH HOLDINGS INC Financial Services 43.0 $9K 0.00% $216.33 +1.3%
1084 POWI POWER INTEGRATIONS INC Technology 111.0 $9K 0.00% $83.77 -38.5%
1085 GO GROCERY OUTLET HLDG CORP Consumer Defensive 931.0 $9K 0.00% +846.0 +995.3% $9.98 +21.9%
1086 EPAM EPAM SYS INC Technology 117.0 $9K 0.00% -60.0 -33.9% $79.35 +44.7%
1087 LBRDK LIBERTY BROADBAND CORP Communication Services 279.0 $9K 0.00% +123.0 +78.8% $33.26 +8.3%
1088 ANNALY CAPITAL MANAGEMENT IN 415.0 $9K 0.00% -8.0 -1.9% $22.36
1089 ARGX ARGENX SE Healthcare 10.0 $9K 0.00% +2.0 +25.0% $927.80 +10.3%
1090 VPL VANGUARD INTL EQUITY INDEX F 80.0 $9K 0.00% NEW $115.70 -0.3%
1091 CDP COPT DEFENSE PROPERTIES Real Estate 254.0 $9K 0.00% +188.0 +284.9% $36.39 +0.5%
1092 WABC WESTAMERICA BANCORPORATION Financial Services 157.0 $9K 0.00% +5.0 +3.3% $58.68 -1.0%
1093 ABM ABM INDS INC Industrials 208.0 $9K 0.00% NEW $44.24 +6.7%
1094 COLB COLUMBIA BKG SYS INC Financial Services 283.0 $9K 0.00% -277.0 -49.5% $32.05 -6.2%
1095 VOYA VOYA FINANCIAL INC Financial Services 100.0 $9K 0.00% -90.0 -47.4% $90.53 +13.3%
1096 ABG ASBURY AUTOMOTIVE GROUP INC Consumer Cyclical 45.0 $9K 0.00% NEW $201.09 +5.2%
1097 CERS CERUS CORP Healthcare 3,088.0 $9K 0.00% $2.92 -9.2%
1098 WASH WASHINGTON TR BANCORP INC Financial Services 247.0 $9K 0.00% +31.0 +14.3% $36.48 +8.2%
1099 WMG WARNER MUSIC GROUP CORP Communication Services 332.0 $9K 0.00% +307.0 +1228.0% $27.07 +3.5%
1100 DAN DANA INC Consumer Cyclical 330.0 $9K 0.00% $27.21 +11.5%
Page 55 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%