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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 109 of 136  ·  2,712 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2161 FF FUTUREFUEL CORP Basic Materials 82.0 $319.0 NEW $3.89 +4.9%
2162 CHMG CHEMUNG FINL CORP Financial Services 6.0 $316.0 NEW $52.67 +30.7%
2163 TWO HBRS INVT CORP 32.0 $316.0 NEW $9.88
2164 GABC GERMAN AMERN BANCORP INC Financial Services 8.0 $315.0 NEW $39.38 +10.2%
2165 HL HECLA MNG CO Basic Materials 26.0 $315.0 NEW $12.12 +42.8%
2166 LIVN LIVANOVA PLC Healthcare 6.0 $315.0 NEW $52.50 +40.3%
2167 COMPANHIA PARANAENSE DE ENER 32.0 $314.0 NEW $9.81
2168 CIGI COLLIERS INTL GROUP INC Real Estate 2.0 $313.0 NEW $156.50 -38.5%
2169 MGY MAGNOLIA OIL & GAS CORP Energy 13.0 $311.0 NEW $23.92 +22.2%
2170 NXDT NEXPOINT DIVERSIFIED REL ET Financial Services 84.0 $310.0 NEW $3.69 +35.8%
2171 SLVM SYLVAMO CORP Basic Materials 7.0 $310.0 NEW $44.29 -15.7%
2172 VEL VELOCITY FINL INC Financial Services 17.0 $309.0 NEW $18.18 -4.7%
2173 WLK WESTLAKE CORPORATION Basic Materials 4.0 $309.0 NEW $77.25 +14.6%
2174 LZB LA Z BOY INC Consumer Cyclical 9.0 $309.0 NEW $34.33 +7.1%
2175 UE URBAN EDGE PPTYS Real Estate 15.0 $308.0 NEW $20.53 +7.0%
2176 MECHANICS BANCORP 23.0 $307.0 NEW $13.35
2177 LADR LADDER CAP CORP Real Estate 28.0 $306.0 NEW $10.93 -8.7%
2178 HBT HBT FINL INC. Financial Services 12.0 $303.0 NEW $25.25 +12.8%
2179 HELE HELEN OF TROY LTD Consumer Defensive 12.0 $303.0 NEW $25.25 -1.8%
2180 OBT ORANGE CNTY BANCORP INC Financial Services 12.0 $303.0 NEW $25.25 +34.6%
Page 109 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%