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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 106 of 128  ·  2,556 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2101 LIFEZONE METALS LIMITED 74.0 $316.0 -87.0 -54.0% $4.27
2102 INHIBRX BIOSCIENCES INC 4.0 $316.0 $79.00
2103 APPS DIGITAL TURBINE INC Technology 63.0 $315.0 +5.0 +8.6% $5.00 -10.8%
2104 AROW ARROW FINL CORP Financial Services 10.0 $314.0 +2.0 +25.0% $31.40 +17.1%
2105 BRC BRADY CORP Industrials 4.0 $314.0 +3.0 +300.0% $78.50 +7.7%
2106 MLAB MESA LABS INC Technology 4.0 $314.0 +2.0 +100.0% $78.50 +39.0%
2107 PHIN PHINIA INC Consumer Cyclical 5.0 $314.0 $62.80 +18.7%
2108 NWPX NWPX INFRASTRUCTURE INC Industrials 5.0 $313.0 $62.60 +74.2%
2109 OLN OLIN CORP Basic Materials 15.0 $313.0 -237.0 -94.0% $20.87 +24.7%
2110 FSV FIRSTSERVICE CORP NEW Real Estate 2.0 $312.0 -14.0 -87.5% $156.00 -14.7%
2111 LAND GLADSTONE LD CORP Real Estate 34.0 $312.0 -5.0 -12.8% $9.18 +3.9%
2112 MTW MANITOWOC CO INC Industrials 26.0 $312.0 +7.0 +36.8% $12.00 -2.6%
2113 MBUU MALIBU BOATS INC Consumer Cyclical 11.0 $311.0 -8.0 -42.1% $28.27 -5.0%
2114 ALKS ALKERMES PLC Healthcare 11.0 $308.0 -1.0 -8.3% $28.00 +32.0%
2115 FVCB FVCBANKCORP INC Financial Services 22.0 $307.0 $13.95 +12.9%
2116 HOMB HOME BANCSHARES INC Financial Services 11.0 $306.0 -43.0 -79.6% $27.82 -4.4%
2117 NHI NATIONAL HEALTH INVS INC Real Estate 4.0 $306.0 NEW $76.50 +0.1%
2118 PCB PCB BANCORP Financial Services 14.0 $304.0 -2.0 -12.5% $21.71 +13.1%
2119 AMERICAN COASTAL INS CORP 24.0 $304.0 $12.67
2120 EWCZ EUROPEAN WAX CTR INC Consumer Defensive 84.0 $303.0 +30.0 +55.6% $3.61 +61.3%
Page 106 of 128  ·  2,556 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%