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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 118 of 128  ·  2,556 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2341 IDT IDT CORP Communication Services 2.0 $103.0 -12.0 -85.7% $51.50 +3.3%
2342 LE LANDS END INC NEW Consumer Cyclical 7.0 $102.0 +4.0 +133.3% $14.57 -28.5%
2343 PKST PEAKSTONE REALTY TRUST Real Estate 7.0 $101.0 $14.43 +45.5%
2344 AEYE AUDIOEYE INC Technology 10.0 $100.0 $10.00 -25.9%
2345 LIFECORE BIOMEDICAL INC 12.0 $99.0 $8.25
2346 TLS TELOS CORP MD Technology 19.0 $97.0 +8.0 +72.7% $5.11 -13.8%
2347 DHC DIVERSIFIED HEALTHCARE TR Real Estate 20.0 $97.0 $4.85 +76.9%
2348 EVH EVOLENT HEALTH INC Healthcare 23.0 $92.0 +18.0 +360.0% $4.00 -2.7%
2349 LWLG LIGHTWAVE LOGIC INC Basic Materials 28.0 $91.0 $3.25 +256.6%
2350 NAVI NAVIENT CORPORATION Financial Services 7.0 $91.0 -12.0 -63.2% $13.00 -36.5%
2351 UNITED SEC BANCSHARES CALIF 9.0 $91.0 -1.0 -10.0% $10.11
2352 CDZI CADIZ INC Utilities 16.0 $90.0 $5.62 -26.2%
2353 CRD-B CRAWFORD & CO 8.0 $90.0 $11.25 -12.4%
2354 SPSC SPS COMM INC Technology 1.0 $90.0 -11.0 -91.7% $90.00 -41.7%
2355 WTI W & T OFFSHORE INC Energy 55.0 $90.0 +3.0 +5.8% $1.64 +190.9%
2356 RCKY ROCKY BRANDS INC Consumer Cyclical 3.0 $88.0 $29.33 +19.3%
2357 NVGS NAVIGATOR HLDGS LTD Energy 5.0 $87.0 -6.0 -54.5% $17.40 +37.4%
2358 AISP AIRSHIP AI HLDGS INC Technology 30.0 $87.0 -9.0 -23.1% $2.90 -20.7%
2359 AOMR ANGEL OAK MORTGAGE REIT INC Real Estate 10.0 $87.0 -3.0 -23.1% $8.70 -5.2%
2360 AVNW AVIAT NETWORKS INC Technology 4.0 $86.0 +2.0 +100.0% $21.50 -26.9%
Page 118 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%