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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 87 of 133  ·  2,655 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1721 BIDU BAIDU INC Communication Services 16.0 $2K -1.0 -5.9% $114.31 -15.0%
1722 WTI W & T OFFSHORE INC Energy 580.0 $2K +525.0 +954.5% $3.15 +13.3%
1723 NKTX NKARTA INC Healthcare 644.0 $2K +632.0 +5266.7% $2.83 -2.5%
1724 TIGO MILLICOM INTL CELLULAR S A Communication Services 20.0 $2K NEW $90.80 +2.8%
1725 DKS DICKS SPORTING GOODS INC Consumer Cyclical 8.0 $2K -10.0 -55.6% $226.88 -40.5%
1726 BFST BUSINESS FIRST BANCSHARES IN Financial Services 59.0 $2K -8.0 -11.9% $30.75 +1.5%
1727 INSM INSMED INC Healthcare 17.0 $2K -7.0 -29.2% $106.65 +11.2%
1728 AIRJ AIRJOULE TECHNOLOGIES CORP Industrials 327.0 $2K NEW $5.54 -17.7%
1729 OMAB GRUPO AEROPORTUARIO DEL CENT Industrials 16.0 $2K +12.0 +300.0% $113.12 -11.0%
1730 CODI COMPASS DIVERSIFIED Industrials 169.0 $2K +153.0 +956.2% $10.66 +7.4%
1731 ROG ROGERS CORP Technology 11.0 $2K -9.0 -45.0% $163.82 -23.4%
1732 MBIN MERCHANTS BANCORP IND Financial Services 36.0 $2K -1.0 -2.7% $50.00 +6.8%
1733 WLY WILEY JOHN & SONS INC Communication Services 37.0 $2K -5.0 -11.9% $48.51 +10.7%
1734 EOLS EVOLUS INC Healthcare 258.0 $2K NEW $6.94 +27.9%
1735 LXFR LUXFER HLDGS PLC Industrials 99.0 $2K +27.0 +37.5% $18.04 -4.8%
1736 PTLO PORTILLOS INC Consumer Cyclical 373.0 $2K NEW $4.74 -0.9%
1737 NMIH NMI HLDGS INC Financial Services 43.0 $2K -40.0 -48.2% $41.09 +9.0%
1738 IONQ IONQ INC Technology 33.0 $2K +30.0 +1000.0% $53.27 -26.4%
1739 CNDT CONDUENT INC Technology 1,197.0 $2K +1K +914.4% $1.46 +17.8%
1740 CDE COEUR MNG INC Basic Materials 107.0 $2K +73.0 +214.7% $16.33 +29.4%
Page 87 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%