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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 113 of 136  ·  2,712 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2241 MAC MACERICH CO Real Estate 14.0 $255.0 NEW $18.21 +22.8%
2242 AIP ARTERIS INC Technology 25.0 $253.0 NEW $10.12 +254.7%
2243 HTZ HERTZ GLOBAL HLDGS INC Industrials 37.0 $252.0 NEW $6.81 -25.7%
2244 NBTB NBT BANCORP INC Financial Services 6.0 $251.0 NEW $41.83 +9.6%
2245 WD WALKER & DUNLOP INC Financial Services 3.0 $251.0 NEW $83.67 -40.6%
2246 NAVI NAVIENT CORPORATION Financial Services 19.0 $250.0 NEW $13.16 -36.5%
2247 CLW CLEARWATER PAPER CORP Basic Materials 12.0 $250.0 NEW $20.83 -31.7%
2248 CTRN CITI TRENDS INC Consumer Cyclical 8.0 $249.0 NEW $31.12 +22.8%
2249 GGB GERDAU SA Basic Materials 80.0 $248.0 NEW $3.10 +51.6%
2250 EXPI EXP WORLD HLDGS INC Real Estate 23.0 $246.0 NEW $10.70 -52.6%
2251 LNZA LANZATECH GLOBAL INC Industrials 10.0 $246.0 NEW $24.60 -68.3%
2252 NEOG NEOGEN CORP Healthcare 43.0 $246.0 NEW $5.72 +54.9%
2253 ADV ADVANTAGE SOLUTIONS INC Communication Services 160.0 $245.0 NEW $1.53 +2566.4%
2254 FCBC FIRST CMNTY BANKSHARES INC V Financial Services 7.0 $244.0 NEW $34.86 +21.5%
2255 HAE HAEMONETICS CORP MASS Healthcare 5.0 $244.0 NEW $48.80 +26.9%
2256 HOFT HOOKER FURNISHINGS CORPORATI Consumer Cyclical 24.0 $244.0 NEW $10.17 +28.5%
2257 EBMT EAGLE BANCORP MONT INC Financial Services 14.0 $242.0 NEW $17.29 +28.4%
2258 CTS CTS CORP Technology 6.0 $240.0 NEW $40.00 +49.8%
2259 PKBK PARKE BANCORP INC Financial Services 11.0 $238.0 NEW $21.64 +41.8%
2260 RVSB RIVERVIEW BANCORP INC Financial Services 44.0 $237.0 NEW $5.39 +1.9%
Page 113 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%