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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 22 of 136  ·  2,712 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 OSK OSHKOSH CORP Industrials 271.0 $35K 0.01% NEW $129.70 -2.0%
422 PYPL PAYPAL HLDGS INC Financial Services 524.0 $35K 0.01% NEW $67.02 -33.8%
423 VGIT VANGUARD SCOTTSDALE FDS 585.0 $35K 0.01% NEW $60.03 -2.1%
424 CRWD CROWDSTRIKE HLDGS INC Technology 71.0 $35K 0.01% NEW $493.56 +31.3%
425 MET METLIFE INC Financial Services 425.0 $35K 0.01% NEW $82.42 +2.3%
426 SAP SAP SE Technology 131.0 $35K 0.01% NEW $267.21 -32.7%
427 NOW SERVICENOW INC Technology 38.0 $35K 0.01% NEW $917.13 -89.1%
428 CF CF INDS HLDGS INC Basic Materials 387.0 $35K 0.01% NEW $89.70 +35.7%
429 ST SENSATA TECHNOLOGIES HLDG PL Technology 1,135.0 $35K 0.01% NEW $30.55 +56.3%
430 VLTO VERALTO CORP Industrials 324.0 $35K 0.01% NEW $106.61 -19.2%
431 SOFI SOFI TECHNOLOGIES INC Financial Services 1,301.0 $34K 0.01% NEW $26.41 -40.6%
432 SSNC SS&C TECHNOLOGIES HLDGS INC Technology 387.0 $34K 0.01% NEW $88.76 -24.3%
433 CPT CAMDEN PPTY TR Real Estate 321.0 $34K 0.01% NEW $106.78 -0.6%
434 TTEK TETRA TECH INC NEW Industrials 1,012.0 $34K 0.01% NEW $33.38 -17.8%
435 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 548.0 $34K 0.01% NEW $61.54 +22.3%
436 EXACT SCIENCES CORP 608.0 $33K 0.01% NEW $54.71
437 INTU INTUIT Technology 49.0 $33K 0.01% NEW $676.92 -54.6%
438 PFE PFIZER INC Healthcare 1,296.0 $33K 0.01% NEW $25.48 +1.9%
439 CUBE CUBESMART Real Estate 805.0 $33K 0.01% NEW $40.66 -1.4%
440 BIIB BIOGEN INC Healthcare 233.0 $33K 0.01% NEW $140.08 +35.3%
Page 22 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%