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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 48 of 48  ·  960 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
941 LMNR LIMONEIRA CO Consumer Defensive 1.0 $13.0 -9.0 -90.0% $13.00 -1.5%
942 FLWS 1 800 FLOWERS COM INC Consumer Cyclical 3.0 $12.0 -25.0 -89.3% $4.00 +5.8%
943 TRUECAR INC 5.0 $12.0 -2.0 -28.6% $2.40
944 TTEC TTEC HLDGS INC Technology 3.0 $11.0 -1.0 -25.0% $3.67 -31.8%
945 EPSN EPSILON ENERGY LTD Energy 2.0 $10.0 -13.0 -86.7% $5.00 +24.6%
946 RBBN RIBBON COMMUNICATIONS INC Communication Services 3.0 $9.0 -253.0 -98.8% $3.00 -11.3%
947 HF FOODS GROUP INC 4.0 $9.0 -4.0 -50.0% $2.25
948 CLPR CLIPPER RLTY INC Real Estate 2.0 $8.0 -3.0 -60.0% $4.00 -22.8%
949 TUSK MAMMOTH ENERGY SVCS INC Industrials 4.0 $8.0 -4.0 -50.0% $2.00 +57.5%
950 TZOO TRAVELZOO Communication Services 1.0 $8.0 -17.0 -94.4% $8.00 +16.6%
951 SEAT VIVID SEATS INC Communication Services 1.0 $8.0 -1.0 -50.0% $8.00 +1.0%
952 TEADS HLDG CO 10.0 $8.0 -57.0 -85.1% $0.80
953 RCEL AVITA MEDICAL INC Healthcare 2.0 $7.0 -2.0 -50.0% $3.50 +23.4%
954 DCGO DOCGO INC Healthcare 7.0 $7.0 -505.0 -98.6% $1.00 -39.8%
955 CVGI COMMERCIAL VEH GROUP INC Consumer Cyclical 3.0 $5.0 -5.0 -62.5% $1.67 +188.6%
956 LFT LUMENT FINANCE TRUST INC Real Estate 2.0 $3.0 -1.0 -33.3% $1.50 -25.3%
957 LOGISTIC PROPERTIES OF THE A 1.0 $3.0 -2.0 -66.7% $3.00
958 MYPS PLAYSTUDIOS INC Technology 3.0 $2.0 -9.0 -75.0% $0.67 -33.2%
959 TUHURA BIOSCIENCES INC 2.0 $2.0 -150.0 -98.7% $1.00
960 BARK INC 1.0 $1.0 -68.0 -98.5% $1.00
Page 48 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%