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Portfolio (Quarterly) Guide ↗

True Wealth Design, LLC

· CIK 0001966033
13F Portfolio $327M AUM Filed Oct 21, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 2712 New
Page 102 of 136  ·  2,712 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2021 FIS FIDELITY NATL INFORMATION SV Technology 7.0 $479.0 NEW $68.43 -36.3%
2022 GRFS GRIFOLS S A Healthcare 48.0 $479.0 NEW $9.98 -18.7%
2023 HLX HELIX ENERGY SOLUTIONS GRP I Energy 73.0 $479.0 NEW $6.56 +53.0%
2024 TBCH TURTLE BEACH CORP Technology 30.0 $477.0 NEW $15.90 -32.6%
2025 MRC GLOBAL INC 33.0 $476.0 NEW $14.42
2026 EVGO EVGO INC Consumer Cyclical 100.0 $473.0 NEW $4.73 -60.3%
2027 BIOA BIOAGE LABS INC Healthcare 80.0 $471.0 NEW $5.89 +184.3%
2028 PSTL POSTAL REALTY TRUST INC Real Estate 30.0 $471.0 NEW $15.70 +49.9%
2029 FDMT 4D MOLECULAR THERAPEUTICS IN Healthcare 54.0 $470.0 NEW $8.70 -0.2%
2030 EPC EDGEWELL PERS CARE CO Consumer Defensive 23.0 $469.0 NEW $20.39 -14.8%
2031 DORM DORMAN PRODS INC Consumer Cyclical 3.0 $468.0 NEW $156.00 -23.9%
2032 AAOI APPLIED OPTOELECTRONICS INC Technology 18.0 $467.0 NEW $25.94 +581.5%
2033 TH TARGET HOSPITALITY CORP Industrials 55.0 $467.0 NEW $8.49 +115.1%
2034 LCII LCI INDS Consumer Cyclical 5.0 $466.0 NEW $93.20 +17.1%
2035 ACEL ACCEL ENTERTAINMENT INC Consumer Cyclical 42.0 $465.0 NEW $11.07 +5.6%
2036 GRC GORMAN RUPP CO Industrials 10.0 $465.0 NEW $46.50 +55.8%
2037 HARBORONE BANCORP INC NEW 34.0 $463.0 NEW $13.62
2038 IONS IONIS PHARMACEUTICALS INC Healthcare 7.0 $458.0 NEW $65.43 +15.8%
2039 ADAMM ADAMAS TRUST INC. Financial Services 65.0 $454.0 NEW $6.98 +264.5%
2040 FLNG FLEX LNG LTD Energy 18.0 $454.0 NEW $25.22 +28.3%
Page 102 of 136  ·  2,712 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 26.5%
Industrials 16.2%
Financial Services 12.4%
Consumer Cyclical 11.9%
Healthcare 10.7%
Consumer Defensive 5.2%
Communication Services 5.1%
Real Estate 3.3%
Basic Materials 3.3%
Energy 3.3%