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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 16 of 17  ·  333 positions
# Ticker Company Sector Shares Value ↓ % Port Status
301 TFSL TFS FINL CORP Financial Services 2 $27.0 SOLD
302 ATOSSA THERAPEUTICS INC 29 $26.0 SOLD
303 UNB UNION BANKSHARES INC Financial Services 1 $25.0 SOLD
304 ELA ENVELA CORP Consumer Cyclical 3 $24.0 SOLD
305 LCID LUCID GROUP INC Consumer Cyclical 1 $24.0 SOLD
306 HANOVER BANCORP INC 1 $23.0 SOLD
307 CVLG COVENANT LOGISTICS GROUP INC Industrials 1 $22.0 SOLD
308 WSC WILLSCOT HLDGS CORP Industrials 1 $22.0 SOLD
309 MEDIWOUND LTD 1 $19.0 SOLD
310 NRDY NERDY INC Technology 15 $19.0 SOLD
311 TCRX TSCAN THERAPEUTICS INC Healthcare 9 $17.0 SOLD
312 WHG WESTWOOD HLDGS GROUP INC Financial Services 1 $17.0 SOLD
313 ECBK ECB BANCORP INC Financial Services 1 $16.0 SOLD
314 SWIM LATHAM GROUP INC Industrials 2 $16.0 SOLD
315 NAUT NAUTILUS BIOTECHNOLOGY INC Healthcare 17 $15.0 SOLD
316 RMBI RICHMOND MUT BANCORPORATION Financial Services 1 $15.0 SOLD
317 DCTH DELCATH SYS INC Healthcare 1 $11.0 SOLD
318 PANL PANGAEA LOGISTICS SOLUTION L Industrials 2 $11.0 SOLD
319 ALIT ALIGHT INC Technology 3 $10.0 SOLD
320 HQI HIREQUEST INC Industrials 1 $10.0 SOLD
Page 16 of 17  ·  333 positions
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%