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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 28 of 48  ·  960 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 AAL AMERICAN AIRLS GROUP INC Industrials 134.0 $2K 0.00% -233.0 -63.5% $15.34 -11.4%
542 SCI SERVICE CORP INTL Consumer Cyclical 26.0 $2K 0.00% -15.0 -36.6% $78.00 -0.6%
543 BOKF BOK FINL CORP Financial Services 17.0 $2K 0.00% -1.0 -5.6% $118.47 +9.5%
544 CSR CENTERSPACE Real Estate 30.0 $2K 0.00% -5.0 -14.3% $66.73 +1.0%
545 CUBE CUBESMART Real Estate 55.0 $2K 0.00% -750.0 -93.2% $36.05 +11.2%
546 FUTU FUTU HLDGS LTD Financial Services 12.0 $2K 0.00% -1.0 -7.7% $164.25 -24.6%
547 RRX REGAL REXNORD CORPORATION Industrials 14.0 $2K 0.00% -28.0 -66.7% $140.36 +39.1%
548 CCI CROWN CASTLE INC Real Estate 22.0 $2K 0.00% -37.0 -62.7% $88.91 +3.5%
549 PRCH PORCH GROUP INC Technology 214.0 $2K 0.00% -8.0 -3.6% $9.13 +6.7%
550 CUZ COUSINS PPTYS INC Real Estate 74.0 $2K 0.00% -322.0 -81.3% $25.78 +2.5%
551 UTMD UTAH MED PRODS INC Healthcare 34.0 $2K 0.00% -10.0 -22.7% $55.97 +14.6%
552 CX CEMEX SAB DE CV Basic Materials 162.0 $2K 0.00% -3.0 -1.8% $11.49 +9.5%
553 FMS FRESENIUS MEDICAL CARE AG Healthcare 77.0 $2K 0.00% -123.0 -61.5% $23.83 -5.6%
554 GRNT GRANITE RIDGE RESOURCES INC Energy 390.0 $2K 0.00% -261.0 -40.1% $4.70 +17.0%
555 WWW WOLVERINE WORLD WIDE INC Consumer Cyclical 100.0 $2K 0.00% -15.0 -13.0% $18.15 -15.8%
556 AJG GALLAGHER ARTHUR J & CO Financial Services 7.0 $2K 0.00% -3.0 -30.0% $258.86 -19.9%
557 BLZE BACKBLAZE INC Technology 387.0 $2K 0.00% -216.0 -35.8% $4.66 +58.1%
558 SPXC SPX TECHNOLOGIES INC Industrials 9.0 $2K 0.00% -1.0 -10.0% $200.11 +2.7%
559 TRN TRINITY INDS INC Industrials 68.0 $2K 0.00% -1.0 -1.4% $26.44 +27.7%
560 AES AES CORP Utilities 125.0 $2K 0.00% -313.0 -71.5% $14.34 +2.4%
Page 28 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%