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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 72 of 133  ·  2,655 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1421 BMBL BUMBLE INC Technology 1,261.0 $4K 0.00% +1K +892.9% $3.20 -14.7%
1422 KFRC KFORCE INC Industrials 86.0 $4K 0.00% -70.0 -44.9% $46.93 +23.8%
1423 CNXC CONCENTRIX CORP Technology 180.0 $4K 0.00% -213.0 -54.2% $22.41 +31.1%
1424 FBP FIRST BANCORP CORPORATION Financial Services 154.0 $4K 0.00% $26.07 +7.4%
1425 TDY TELEDYNE TECHNOLOGIES INC Technology 6.0 $4K 0.00% +3.0 +100.0% $667.00 -6.8%
1426 GFI GOLD FIELDS LTD Basic Materials 119.0 $4K 0.00% -4.0 -3.2% $33.60 +36.8%
1427 MLAB MESA LABS INC Technology 40.0 $4K 0.00% +36.0 +900.0% $99.55 +29.7%
1428 HGV HILTON GRAND VACATIONS INC Consumer Cyclical 76.0 $4K 0.00% NEW $52.38 -16.4%
1429 MDXG MIMEDX GROUP INC Healthcare 1,026.0 $4K 0.00% +996.0 +3320.0% $3.85 +16.9%
1430 ARDX ARDELYX INC Healthcare 773.0 $4K 0.00% +670.0 +650.5% $5.10 -25.3%
1431 BOOT BOOT BARN HLDGS INC Consumer Cyclical 24.0 $4K 0.00% +7.0 +41.2% $164.29 -5.7%
1432 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 79.0 $4K 0.00% +22.0 +38.6% $49.86 +4.3%
1433 HDSN HUDSON TECHNOLOGIES INC Basic Materials 684.0 $4K 0.00% -307.0 -31.0% $5.74 -5.4%
1434 RZLT REZOLUTE INC Healthcare 754.0 $4K 0.00% NEW $5.20 -11.2%
1435 MFA MFA FINL INC Real Estate 403.0 $4K 0.00% -12.0 -2.9% $9.69 -8.9%
1436 NU NU HLDGS LTD Financial Services 290.0 $4K 0.00% +52.0 +21.9% $13.36 +7.0%
1437 BLBD BLUE BIRD CORP Consumer Cyclical 49.0 $4K 0.00% +21.0 +75.0% $78.98 -25.0%
1438 WU WESTERN UN CO Financial Services 502.0 $4K 0.00% +336.0 +202.4% $7.70 -6.0%
1439 VELO3D INC 220.0 $4K 0.00% NEW $17.55
1440 HELO J P MORGAN EXCHANGE TRADED F 57.0 $4K 0.00% NEW $67.60 +3.1%
Page 72 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%