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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 124 of 136  ·  2,712 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2461 TCX TUCOWS INC Technology 5.0 $93.0 NEW $18.60 -19.3%
2462 PKST PEAKSTONE REALTY TRUST Real Estate 7.0 $92.0 NEW $13.14 +59.7%
2463 FCAP FIRST CAP INC Financial Services 2.0 $92.0 NEW $46.00 +18.8%
2464 AESI ATLAS ENERGY SOLUTIONS INC Energy 8.0 $91.0 NEW $11.38 +73.6%
2465 SCPHARMACEUTICALS INC 16.0 $91.0 NEW $5.69
2466 RGCO RGC RES INC Utilities 4.0 $90.0 NEW $22.50 +3.2%
2467 RCKY ROCKY BRANDS INC Consumer Cyclical 3.0 $90.0 NEW $30.00 +16.6%
2468 PERIMETER SOLUTIONS INC 4.0 $90.0 NEW $22.50
2469 MDU MDU RES GROUP INC Industrials 5.0 $90.0 NEW $18.00 +23.8%
2470 DHC DIVERSIFIED HEALTHCARE TR Real Estate 20.0 $89.0 NEW $4.45 +92.8%
2471 LIFECORE BIOMEDICAL INC 12.0 $89.0 NEW $7.42
2472 MDV MODIV INDUSTRIAL INC Real Estate 6.0 $88.0 NEW $14.67 +25.3%
2473 USCB USCB FINANCIAL HOLDINGS INC Financial Services 5.0 $88.0 NEW $17.60 +2.2%
2474 RALLIANT CORP 2.0 $88.0 NEW $44.00
2475 GENC GENCOR INDS INC Industrials 6.0 $88.0 NEW $14.67 -1.2%
2476 SLGN SILGAN HLDGS INC Consumer Cyclical 2.0 $87.0 NEW $43.50 -14.7%
2477 AMC ENTMT HLDGS INC 30.0 $87.0 NEW $2.90
2478 PINE ALPINE INCOME PPTY TR INC Real Estate 6.0 $86.0 NEW $14.33 +33.3%
2479 CRD-B CRAWFORD & CO 8.0 $86.0 NEW $10.75 -8.4%
2480 BOOM DMC GLOBAL INC Energy 10.0 $85.0 NEW $8.50 -18.4%
Page 124 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%