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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 84 of 136  ·  2,712 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1661 GSBC GREAT SOUTHN BANCORP INC Financial Services 21.0 $1K NEW $61.29 +16.1%
1662 CHH CHOICE HOTELS INTL INC Consumer Cyclical 12.0 $1K NEW $106.92 +4.3%
1663 WH WYNDHAM HOTELS & RESORTS INC Consumer Cyclical 16.0 $1K NEW $79.94 +1.2%
1664 INVA INNOVIVA INC Healthcare 70.0 $1K NEW $18.26 +21.6%
1665 TECK TECK RESOURCES LTD Basic Materials 29.0 $1K NEW $43.90 +39.5%
1666 CRCT CRICUT INC Technology 202.0 $1K NEW $6.29 -36.3%
1667 PRGO PERRIGO CO PLC Healthcare 57.0 $1K NEW $22.28 -49.9%
1668 FCPT FOUR CORNERS PPTY TR INC Real Estate 52.0 $1K NEW $24.40 +2.4%
1669 PAYO PAYONEER GLOBAL INC Technology 209.0 $1K NEW $6.05 -17.4%
1670 EGHT 8X8 INC NEW Technology 596.0 $1K NEW $2.12 +0.4%
1671 RGR STURM RUGER & CO INC Industrials 29.0 $1K NEW $43.48 -9.6%
1672 PATHWARD FINANCIAL INC 17.0 $1K NEW $74.06
1673 TBI TRUEBLUE INC Industrials 205.0 $1K NEW $6.13 -11.3%
1674 UCB UNITED CMNTY BKS BLAIRSVLE G Financial Services 40.0 $1K NEW $31.35 +6.2%
1675 GIII G III APPAREL GROUP LTD Consumer Cyclical 47.0 $1K NEW $26.62 +14.5%
1676 SPSC SPS COMM INC Technology 12.0 $1K NEW $104.17 -48.4%
1677 AFG AMERICAN FINL GROUP INC OHIO Financial Services 9.0 $1K NEW $138.67 -1.0%
1678 OSIS OSI SYSTEMS INC Technology 5.0 $1K NEW $249.40 -16.7%
1679 ACRE ARES COML REAL ESTATE CORP Real Estate 276.0 $1K NEW $4.51 +8.2%
1680 THFF FIRST FINANCIAL CORPORATION Financial Services 22.0 $1K NEW $56.45 +20.8%
Page 84 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%