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Portfolio (Quarterly) Guide ↗

True Wealth Design, LLC

· CIK 0001966033
13F Portfolio $341M AUM 2,556 positions Filed Jan 8, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 177 New 909 Added 960 Reduced 333 Exited
Page 26 of 46  ·  909 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 COHR COHERENT CORP Technology 31.0 $6K 0.00% +6.0 +24.0% $184.58 +104.8%
502 BLKB BLACKBAUD INC Technology 90.0 $6K 0.00% +76.0 +542.9% $63.32 -53.2%
503 POST POST HLDGS INC Consumer Defensive 57.0 $6K 0.00% +50.0 +714.3% $99.05 -1.6%
504 RDY DR REDDYS LABS LTD Healthcare 401.0 $6K 0.00% +99.0 +32.8% $14.04 -2.9%
505 AEE AMEREN CORP Utilities 56.0 $6K 0.00% +2.0 +3.7% $99.88 +10.0%
506 IHRT IHEARTMEDIA INC Communication Services 1,340.0 $6K 0.00% +104.0 +8.4% $4.16 +17.3%
507 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 86.0 $6K 0.00% +2.0 +2.4% $64.49 +30.0%
508 INFY INFOSYS LTD Technology 309.0 $6K 0.00% +33.0 +12.0% $17.82 -29.1%
509 SNDX SYNDAX PHARMACEUTICALS INC Healthcare 261.0 $5K 0.00% +52.0 +24.9% $21.01 -4.2%
510 LAUR LAUREATE EDUCATION INC Consumer Defensive 162.0 $5K 0.00% +35.0 +27.6% $33.67 -2.1%
511 VRTX VERTEX PHARMACEUTICALS INC Healthcare 12.0 $5K 0.00% +2.0 +20.0% $453.42 -5.1%
512 THOMSON REUTERS CORP 41.0 $5K 0.00% +12.0 +41.4% $131.90
513 GFI GOLD FIELDS LTD Basic Materials 123.0 $5K 0.00% +22.0 +21.8% $43.67 -8.2%
514 NTES NETEASE INC Technology 39.0 $5K 0.00% +20.0 +105.3% $137.64 -16.9%
515 FUL FULLER H B CO Basic Materials 90.0 $5K 0.00% +34.0 +60.7% $59.47 -5.2%
516 ERIC TELEFONAKTIEBOLAGET LM ERICS Technology 552.0 $5K 0.00% +24.0 +4.5% $9.65 +37.2%
517 HCSG HEALTHCARE SVCS GROUP INC Healthcare 277.0 $5K 0.00% +82.0 +42.0% $19.12 +5.7%
518 UFCS UNITED FIRE GROUP INC Financial Services 145.0 $5K 0.00% +3.0 +2.1% $36.35 +32.2%
519 WF WOORI FINL GROUP INC Financial Services 89.0 $5K 0.00% +32.0 +56.1% $58.80 +6.2%
520 MFC MANULIFE FINL CORP Financial Services 142.0 $5K 0.00% +24.0 +20.3% $36.28 +7.6%
Page 26 of 46  ·  909 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 25.0%
Industrials 16.9%
Financial Services 13.2%
Consumer Cyclical 12.8%
Healthcare 11.7%
Consumer Defensive 4.8%
Communication Services 4.4%
Basic Materials 3.4%
Real Estate 2.7%
Energy 2.6%