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Portfolio (Quarterly) Guide ↗

True Wealth Design, LLC

· CIK 0001966033
13F Portfolio $341M AUM 2,556 positions Filed Jan 8, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 177 New 909 Added 960 Reduced 333 Exited
Page 12 of 48  ·  960 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 UGI UGI CORP NEW Utilities 474.0 $18K 0.01% -4.0 -0.8% $37.43 -5.8%
222 EQIX EQUINIX INC Real Estate 23.0 $18K 0.01% -2.0 -8.0% $766.17 +39.1%
223 SOUTHSTATE BK CORP 184.0 $17K 0.01% -194.0 -51.3% $94.11
224 URBN URBAN OUTFITTERS INC Consumer Cyclical 230.0 $17K 0.01% -3.0 -1.3% $75.26 -5.6%
225 UBER UBER TECHNOLOGIES INC Technology 208.0 $17K 0.01% -216.0 -50.9% $81.71 -9.4%
226 GLW CORNING INC Technology 194.0 $17K 0.01% -5.0 -2.5% $87.56 +106.6%
227 EBAY EBAY INC. Consumer Cyclical 195.0 $17K 0.01% -25.0 -11.4% $87.10 +33.6%
228 TXN TEXAS INSTRS INC Technology 97.0 $17K 0.01% -11.0 -10.2% $172.98 +74.9%
229 AXP AMERICAN EXPRESS CO Financial Services 44.0 $16K 0.01% -4.0 -8.3% $373.77 -17.8%
230 CNXC CONCENTRIX CORP Technology 393.0 $16K 0.01% -642.0 -62.0% $41.58 -42.2%
231 XRAY DENTSPLY SIRONA INC Healthcare 1,428.0 $16K 0.01% -2K -59.9% $11.43 -14.7%
232 DPZ DOMINOS PIZZA INC Consumer Cyclical 39.0 $16K 0.01% -55.0 -58.5% $416.82 -25.8%
233 FOR FORESTAR GROUP INC Real Estate 643.0 $16K 0.01% -28.0 -4.2% $24.63 +2.7%
234 ENB ENBRIDGE INC Energy 330.0 $16K 0.01% -255.0 -43.6% $47.83 +20.2%
235 MIR MIRION TECHNOLOGIES INC Industrials 672.0 $16K 0.01% -6.0 -0.9% $23.42 -23.5%
236 CABO CABLE ONE INC Communication Services 139.0 $16K 0.01% -10.0 -6.7% $112.86 -58.7%
237 SPOT SPOTIFY TECHNOLOGY S A Communication Services 27.0 $16K 0.01% -10.0 -27.0% $580.74 -26.8%
238 CRNC CERENCE INC Technology 1,466.0 $16K 0.01% -75.0 -4.9% $10.69 -13.4%
239 VLO VALERO ENERGY CORP Energy 96.0 $16K 0.01% -3.0 -3.0% $163.05 +54.3%
240 COLB COLUMBIA BKG SYS INC Financial Services 560.0 $16K 0.01% -445.0 -44.3% $27.95 +5.2%
Page 12 of 48  ·  960 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 25.0%
Industrials 16.9%
Financial Services 13.2%
Consumer Cyclical 12.8%
Healthcare 11.7%
Consumer Defensive 4.8%
Communication Services 4.4%
Basic Materials 3.4%
Real Estate 2.7%
Energy 2.6%