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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 41 of 48  ·  960 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
801 ETD ETHAN ALLEN INTERIORS INC Consumer Cyclical 11.0 $252.0 -11.0 -50.0% $22.91 -13.9%
802 FFBC FIRST FINL BANCORP OH Financial Services 10.0 $251.0 -1.0 -9.1% $25.10 +22.2%
803 PKBK PARKE BANCORP INC Financial Services 10.0 $251.0 -1.0 -9.1% $25.10 +22.2%
804 HL HECLA MNG CO Basic Materials 13.0 $250.0 -13.0 -50.0% $19.23 -10.0%
805 FSBW FS BANCORP INC Financial Services 6.0 $248.0 -1.0 -14.3% $41.33 -0.3%
806 DORM DORMAN PRODS INC Consumer Cyclical 2.0 $247.0 -1.0 -33.3% $123.50 -3.9%
807 MRBK MERIDIAN CORPORATION Financial Services 14.0 $247.0 -5.0 -26.3% $17.64 -0.9%
808 JBLU JETBLUE AWYS CORP Industrials 54.0 $246.0 -5.0 -8.5% $4.56 +10.0%
809 MAREX GROUP PLC 6.0 $231.0 -29.0 -82.9% $38.50
810 TBI TRUEBLUE INC Industrials 50.0 $228.0 -155.0 -75.6% $4.56 +19.3%
811 CNDT CONDUENT INC Technology 118.0 $227.0 -214.0 -64.5% $1.92 -16.8%
812 PLAY DAVE & BUSTERS ENTMT INC Communication Services 14.0 $227.0 -1.0 -6.7% $16.21 -31.2%
813 PSTL POSTAL REALTY TRUST INC Real Estate 14.0 $226.0 -16.0 -53.3% $16.14 +45.8%
814 MLR MILLER INDS INC TENN Consumer Cyclical 6.0 $225.0 -4.0 -40.0% $37.50 +23.7%
815 PLBC PLUMAS BANCORP Financial Services 5.0 $224.0 -1.0 -16.7% $44.80 +18.2%
816 CTO CTO RLTY GROWTH INC NEW Real Estate 12.0 $221.0 -13.0 -52.0% $18.42 +11.2%
817 AVNT AVIENT CORPORATION Basic Materials 7.0 $219.0 -51.0 -87.9% $31.29 +9.1%
818 MXCT MAXCYTE INC Healthcare 141.0 $219.0 -593.0 -80.8% $1.55 -31.8%
819 HTLD HEARTLAND EXPRESS INC Industrials 24.0 $217.0 -155.0 -86.6% $9.04 +57.9%
820 SMA SMARTSTOP SELF STORAG REIT I Real Estate 7.0 $217.0 -1.0 -12.5% $31.00 -0.6%
Page 41 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%