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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 99 of 133  ·  2,655 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1961 GOLD GOLD COM INC Financial Services 25.0 $1K +12.0 +92.3% $41.64 +9.4%
1962 AMSC AMERICAN SUPERCONDUCTOR CORP Industrials 25.0 $1K +18.0 +257.1% $41.52 -31.4%
1963 HTO H2O AMERICA Utilities 17.0 $1K $60.82 +4.5%
1964 IBOTTA INC 30.0 $1K NEW $34.17
1965 MLKN MILLERKNOLL INC Consumer Cyclical 50.0 $1K +21.0 +72.4% $20.46 +13.0%
1966 DIEBOLD NIXDORF INC 12.0 $1K -6.0 -33.3% $85.08
1967 HLLY HOLLEY INC Consumer Cyclical 399.0 $1K -123.0 -23.6% $2.55 +14.4%
1968 JBT MAREL CORPORATION 7.0 $1K $145.00
1969 WEST WESTROCK COFFEE CO Consumer Defensive 125.0 $1K +117.0 +1462.5% $8.11 -1.4%
1970 INHIBIKASE THERAPEUTICS INC 499.0 $1K NEW $2.03
1971 DXPE DXP ENTERPRISES INC Industrials 6.0 $1K $168.83 +10.1%
1972 DIGIMARC CORP 123.0 $1K NEW $8.23
1973 PRTA PROTHENA CORP PLC Healthcare 103.0 $1K $9.80 -4.8%
1974 MAX MEDIAALPHA INC Communication Services 80.0 $1K -256.0 -76.2% $12.57 +2.2%
1975 TKC TURKCELL ILETISIM Communication Services 171.0 $1K -47.0 -21.6% $5.88 -8.2%
1976 HUMA HUMACYTE INC Healthcare 1,286.0 $1K NEW $0.78 -16.7%
1977 CWCO CONSOLIDATED WATER CO INC Utilities 34.0 $1K +19.0 +126.7% $29.50 +0.8%
1978 CSTL CASTLE BIOSCIENCES INC Healthcare 42.0 $1K +37.0 +740.0% $23.86 +40.4%
1979 PBYI PUMA BIOTECHNOLOGY INC Healthcare 123.0 $998.0 $8.11 +11.7%
1980 STGW STAGWELL INC Communication Services 134.0 $996.0 NEW $7.43 +17.6%
Page 99 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%