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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 36 of 46  ·  909 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 QFIN QFIN HOLDINGS INC Financial Services 77.0 $1K +26.0 +51.0% $19.27 -34.8%
702 TNDM TANDEM DIABETES CARE INC Healthcare 67.0 $1K +23.0 +52.3% $21.99 -31.6%
703 KROS KEROS THERAPEUTICS INC Healthcare 72.0 $1K +53.0 +278.9% $20.36 -44.9%
704 ALRS ALERUS FINL CORP Financial Services 64.0 $1K +1.0 +1.6% $22.53 +25.2%
705 CMRE COSTAMARE INC Industrials 91.0 $1K +9.0 +11.0% $15.79 +8.5%
706 EGHT 8X8 INC NEW Technology 728.0 $1K +132.0 +22.1% $1.97 +8.1%
707 Z ZILLOW GROUP INC Communication Services 21.0 $1K +2.0 +10.5% $68.24 -46.6%
708 SOMNIGROUP INTERNATIONAL INC 16.0 $1K +5.0 +45.5% $89.31
709 AGYS AGILYSYS INC Technology 12.0 $1K +1.0 +9.1% $118.92 -33.1%
710 NBR NABORS INDUSTRIES LTD Energy 26.0 $1K +18.0 +225.0% $54.31 +92.5%
711 IMXI INTERNATIONAL MNY EXPRESS IN Technology 89.0 $1K +2.0 +2.3% $15.37 -0.9%
712 VVX V2X INC Industrials 25.0 $1K +10.0 +66.7% $54.56 +31.4%
713 CRCT CRICUT INC Technology 271.0 $1K +69.0 +34.2% $4.95 -19.0%
714 WLK WESTLAKE CORPORATION Basic Materials 18.0 $1K +14.0 +350.0% $73.94 +19.7%
715 PLUS EPLUS INC Technology 15.0 $1K +1.0 +7.1% $87.73 -5.5%
716 AFG AMERICAN FINL GROUP INC OHIO Financial Services 10.0 $1K +1.0 +11.1% $130.70 +5.0%
717 SBRA SABRA HEALTH CARE REIT INC Real Estate 69.0 $1K +68.0 +6800.0% $18.94 +11.2%
718 ARVN ARVINAS INC Healthcare 110.0 $1K +3.0 +2.8% $11.86 -23.3%
719 WLY WILEY JOHN & SONS INC Communication Services 42.0 $1K +22.0 +110.0% $30.64 +35.0%
720 NOK NOKIA CORP Technology 195.0 $1K +118.0 +153.2% $6.47 +119.1%
Page 36 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%