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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 93 of 136  ·  2,712 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1841 GUARANTY BANCSHARES INC TEX 16.0 $780.0 NEW $48.75
1842 NUVL NUVALENT INC Healthcare 9.0 $779.0 NEW $86.56 +17.0%
1843 NATH NATHANS FAMOUS INC NEW Consumer Cyclical 7.0 $776.0 NEW $110.86 -8.8%
1844 LGIH LGI HOMES INC Consumer Cyclical 15.0 $776.0 NEW $51.73 -10.6%
1845 KRUS KURA SUSHI USA INC Consumer Cyclical 13.0 $773.0 NEW $59.46 -8.6%
1846 VIR VIR BIOTECHNOLOGY INC Healthcare 135.0 $771.0 NEW $5.71 +55.5%
1847 CDE COEUR MNG INC Basic Materials 41.0 $770.0 NEW $18.78 -5.1%
1848 SMCI SUPER MICRO COMPUTER INC Technology 16.0 $768.0 NEW $48.00 -30.3%
1849 TRC TEJON RANCH CO Industrials 48.0 $768.0 NEW $16.00 +22.1%
1850 GDOT GREEN DOT CORP Financial Services 57.0 $766.0 NEW $13.44 -4.3%
1851 LXFR LUXFER HLDGS PLC Industrials 55.0 $765.0 NEW $13.91 +14.4%
1852 QXO QXO INC Industrials 40.0 $763.0 NEW $19.07 -9.7%
1853 TAL TAL EDUCATION GROUP Consumer Defensive 68.0 $762.0 NEW $11.21 -6.6%
1854 BRSP BRIGHTSPIRE CAPITAL INC Real Estate 140.0 $761.0 NEW $5.44 +4.9%
1855 POST POST HLDGS INC Consumer Defensive 7.0 $753.0 NEW $107.57 -9.4%
1856 TKC TURKCELL ILETISIM HIZMETLERI Communication Services 125.0 $753.0 NEW $6.02 -0.2%
1857 DOCN DIGITALOCEAN HLDGS INC Technology 22.0 $752.0 NEW $34.18 +363.3%
1858 GOOD GLADSTONE COMMERCIAL CORP Real Estate 61.0 $752.0 NEW $12.33 +4.6%
1859 WT WISDOMTREE INC Financial Services 54.0 $751.0 NEW $13.91 +38.2%
1860 RPD RAPID7 INC Technology 40.0 $750.0 NEW $18.75 -61.0%
Page 93 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%