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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 45 of 46  ·  909 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
881 LCNB LCNB CORP Financial Services 11.0 $181.0 +1.0 +10.0% $16.45 -0.5%
882 PDLB PONCE FINANCIAL GROUP INC Financial Services 10.0 $164.0 +1.0 +11.1% $16.40 +13.5%
883 AESI ATLAS ENERGY SOLUTIONS INC Energy 16.0 $151.0 +8.0 +100.0% $9.44 +106.3%
884 DSP VIANT TECHNOLOGY INC Technology 12.0 $145.0 +4.0 +50.0% $12.08 -9.0%
885 SEG SEAPORT ENTMT GROUP INC Real Estate 7.0 $139.0 +1.0 +16.7% $19.86 +20.6%
886 KLTR KALTURA INC Technology 84.0 $138.0 +59.0 +236.0% $1.64 -8.7%
887 LOCO EL POLLO LOCO HLDGS INC Consumer Cyclical 13.0 $136.0 +10.0 +333.3% $10.46 +35.2%
888 BFS SAUL CTRS INC Real Estate 4.0 $127.0 +2.0 +100.0% $31.75 +8.5%
889 DK DELEK US HLDGS INC NEW Energy 4.0 $119.0 +2.0 +100.0% $29.75 +41.5%
890 CAL CALERES INC Consumer Cyclical 9.0 $110.0 +1.0 +12.5% $12.22 +7.7%
891 BTMD BIOTE CORP Healthcare 41.0 $107.0 +17.0 +70.8% $2.61 -20.7%
892 ISTR INVESTAR HLDG CORP Financial Services 4.0 $107.0 +1.0 +33.3% $26.75 +6.8%
893 ADCT ADC THERAPEUTICS SA Healthcare 30.0 $106.0 +9.0 +42.9% $3.53 -3.8%
894 LE LANDS END INC NEW Consumer Cyclical 7.0 $102.0 +4.0 +133.3% $14.57 -20.6%
895 TLS TELOS CORP MD Technology 19.0 $97.0 +8.0 +72.7% $5.11 -8.3%
896 EVH EVOLENT HEALTH INC Healthcare 23.0 $92.0 +18.0 +360.0% $4.00 -4.0%
897 WTI W & T OFFSHORE INC Energy 55.0 $90.0 +3.0 +5.8% $1.64 +173.8%
898 AVNW AVIAT NETWORKS INC Technology 4.0 $86.0 +2.0 +100.0% $21.50 -23.5%
899 SWKH SWK HLDGS CORP Financial Services 5.0 $86.0 +1.0 +25.0% $17.20 -7.6%
900 EML EASTERN CO Industrials 4.0 $79.0 +1.0 +33.3% $19.75 +6.4%
Page 45 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%