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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 56 of 133  ·  2,655 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1101 CEG CONSTELLATION ENERGY CORP Utilities 36.0 $9K 0.00% +7.0 +24.1% $248.39 +11.4%
1102 PBR PETROLEO BRASILEIRO S A Energy 553.0 $9K 0.00% +34.0 +6.5% $16.16 +14.7%
1103 ALKT ALKAMI TECHNOLOGY INC Technology 493.0 $9K 0.00% NEW $18.12 +11.6%
1104 STLA STELLANTIS N.V Consumer Cyclical 1,553.0 $9K 0.00% +119.0 +8.3% $5.74 -5.6%
1105 TRP TC ENERGY CORP Energy 134.0 $9K 0.00% +9.0 +7.2% $66.29 -6.7%
1106 ACMR ACM RESH INC Technology 70.0 $9K 0.00% $126.90 -41.4%
1107 XERS XERIS BIOPHARMA HOLDINGS INC Healthcare 1,119.0 $9K 0.00% +108.0 +10.7% $7.92 +7.1%
1108 SBCF SEACOAST BKG CORP FLA Financial Services 266.0 $9K 0.00% -47.0 -15.0% $33.25 +3.4%
1109 IHG INTERCONTINENTAL HOTELS GROU Consumer Cyclical 51.0 $9K 0.00% -38.0 -42.7% $173.14 -6.2%
1110 AGG ISHARES TR 89.0 $9K 0.00% -521.0 -85.4% $98.99 -1.5%
1111 CACI CACI INTL INC Technology 19.0 $9K 0.00% -45.0 -70.3% $463.26 +35.6%
1112 RXO RXO INC Industrials 318.0 $9K 0.00% NEW $27.59 -20.6%
1113 RLJ RLJ LODGING TR Real Estate 734.0 $9K 0.00% $11.85 -3.3%
1114 SANA SANA BIOTECHNOLOGY INC Healthcare 2,490.0 $9K 0.00% $3.49 +12.6%
1115 PCRX PACIRA BIOSCIENCES INC Healthcare 341.0 $9K 0.00% $25.37 +1.5%
1116 BBIO BRIDGEBIO PHARMA INC Healthcare 116.0 $9K 0.00% $74.48 +2.8%
1117 ARES ARES MANAGEMENT CORPORATION Financial Services 77.0 $9K 0.00% +12.0 +18.5% $111.31 +28.0%
1118 BRBR BELLRING BRANDS INC Consumer Defensive 662.0 $9K 0.00% -404.0 -37.9% $12.94 -17.4%
1119 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 98.0 $9K 0.00% +12.0 +13.9% $87.04 +10.1%
1120 MYRG MYR GROUP INC Industrials 17.0 $9K 0.00% -2.0 -10.5% $500.41 -41.2%
Page 56 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%