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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 75 of 133  ·  2,655 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1481 KRG KITE REALTY GROUP TRUST Real Estate 122.0 $3K 0.00% NEW $28.39 -8.4%
1482 IVR INVESCO MORTGAGE CAPITAL INC Real Estate 436.0 $3K 0.00% -18.0 -4.0% $7.90 -6.9%
1483 FCPT FOUR CORNERS PPTY TR INC Real Estate 140.0 $3K 0.00% +74.0 +112.1% $24.55 +2.8%
1484 VIR VIR BIOTECHNOLOGY INC Healthcare 337.0 $3K 0.00% +202.0 +149.6% $10.19 +6.3%
1485 VIA VIA TRANSN INC Technology 189.0 $3K 0.00% NEW $18.14 +57.5%
1486 SHOP SHOPIFY INC Technology 30.0 $3K 0.00% -50.0 -62.5% $114.20 +33.9%
1487 SMURFIT WESTROCK PLC 74.0 $3K 0.00% +15.0 +25.4% $46.27
1488 DLR DIGITAL RLTY TR INC Real Estate 19.0 $3K 0.00% +4.0 +26.7% $179.63 +3.3%
1489 CMPX COMPASS THERAPEUTICS INC Healthcare 1,557.0 $3K 0.00% NEW $2.19 +9.6%
1490 THRY THRYV HLDGS INC Communication Services 862.0 $3K 0.00% NEW $3.94 -51.8%
1491 MBLY MOBILEYE GLOBAL INC Consumer Cyclical 348.0 $3K 0.00% NEW $9.68 -11.4%
1492 IMO IMPERIAL OIL LTD Energy 30.0 $3K 0.00% +15.0 +100.0% $112.03 +16.5%
1493 CTRN CITI TRENDS INC Consumer Cyclical 58.0 $3K 0.00% +32.0 +123.1% $57.84 +16.3%
1494 UAA UNDER ARMOUR INC Consumer Cyclical 525.0 $3K 0.00% NEW $6.39 -20.5%
1495 BETA BETA TECHNOLOGIES INC Industrials 200.0 $3K 0.00% NEW $16.75 +20.4%
1496 RRX REGAL REXNORD CORPORATION Industrials 14.0 $3K 0.00% $238.21 -33.9%
1497 BKE BUCKLE INC Consumer Cyclical 79.0 $3K 0.00% $42.20 +2.9%
1498 ADMA ADMA BIOLOGICS INC Healthcare 394.0 $3K 0.00% NEW $8.37 +11.6%
1499 GENI GENIUS SPORTS LIMITED Communication Services 544.0 $3K 0.00% +530.0 +3785.7% $6.06 +32.3%
1500 ADEA ADEIA INC Technology 100.0 $3K 0.00% $32.93 -21.9%
Page 75 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%