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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 63 of 133  ·  2,655 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1241 HDEF DBX ETF TR 195.0 $6K 0.00% NEW $32.14 +5.5%
1242 FMX FOMENTO ECONOMICO MEXICANO S Consumer Defensive 49.0 $6K 0.00% +4.0 +8.9% $127.92 -6.1%
1243 AMBA AMBARELLA INC Technology 73.0 $6K 0.00% +56.0 +329.4% $85.81 -17.7%
1244 BOKF BOK FINL CORP Financial Services 45.0 $6K 0.00% +28.0 +164.7% $138.89 -1.0%
1245 MTRN MATERION CORP Basic Materials 21.0 $6K 0.00% -8.0 -27.6% $297.43 -20.1%
1246 TM TOYOTA MOTOR CORP Consumer Cyclical 37.0 $6K 0.00% -79.0 -68.1% $168.43 +15.5%
1247 NSA NATIONAL STORAGE AFFILIATES Real Estate 140.0 $6K 0.00% NEW $44.47 -2.4%
1248 BDN BRANDYWINE RLTY TR Real Estate 1,944.0 $6K 0.00% +2K +1547.5% $3.17 -3.5%
1249 LH LABCORP HOLDINGS INC Healthcare 22.0 $6K 0.00% -8.0 -26.7% $280.00 +19.7%
1250 TDUP THREDUP INC Consumer Cyclical 899.0 $6K 0.00% +870.0 +3000.0% $6.85 -60.3%
1251 ATRC ATRICURE INC Healthcare 220.0 $6K 0.00% +188.0 +587.5% $27.98 +73.5%
1252 MNRO MONRO INC Consumer Cyclical 357.0 $6K 0.00% +18.0 +5.3% $17.11 -24.3%
1253 VSCO VICTORIAS SECRET AND CO Consumer Cyclical 73.0 $6K 0.00% -2.0 -2.7% $83.49 +9.6%
1254 NKE NIKE INC Consumer Cyclical 148.0 $6K 0.00% -6.0 -3.9% $41.12 -3.7%
1255 ANGLOGOLD ASHANTI PLC 75.0 $6K 0.00% +21.0 +38.9% $80.89
1256 CHH CHOICE HOTELS INTL INC Consumer Cyclical 55.0 $6K 0.00% +53.0 +2650.0% $110.27 -1.3%
1257 ADC AGREE RLTY CORP Real Estate 80.0 $6K 0.00% +66.0 +471.4% $75.75 -3.4%
1258 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 79.0 $6K 0.00% +39.0 +97.5% $76.41 +6.7%
1259 ANGI ANGI INC Communication Services 1,014.0 $6K 0.00% NEW $5.95 -15.3%
1260 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 23.0 $6K 0.00% +14.0 +155.6% $261.39 +31.5%
Page 63 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%