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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 120 of 128  ·  2,556 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2381 FET FORUM ENERGY TECHNOLOGIES IN Energy 2.0 $74.0 NEW $37.00 +55.3%
2382 LOVE LOVESAC COMPANY Consumer Cyclical 5.0 $74.0 -4.0 -44.4% $14.80 +2.6%
2383 ISPR ISPIRE TECHNOLOGY INC Consumer Defensive 26.0 $73.0 -23.0 -46.9% $2.81 -24.8%
2384 FBRT FRANKLIN BSP RLTY TR INC Real Estate 7.0 $71.0 +4.0 +133.3% $10.14 -11.4%
2385 GALT GALECTIN THERAPEUTICS INC Healthcare 17.0 $71.0 $4.18 -47.1%
2386 OLPX OLAPLEX HLDGS INC Consumer Cyclical 52.0 $70.0 -556.0 -91.5% $1.35 +50.8%
2387 PAYO PAYONEER GLOBAL INC Technology 12.0 $68.0 -197.0 -94.3% $5.67 -15.3%
2388 NODK NI HLDGS INC Financial Services 5.0 $67.0 -2.0 -28.6% $13.40 +4.5%
2389 BALLYS CORPORATION 4.0 $67.0 NEW $16.75
2390 PINE ALPINE INCOME PPTY TR INC Real Estate 4.0 $67.0 -2.0 -33.3% $16.75 +14.1%
2391 MTH MERITAGE HOMES CORP Consumer Cyclical 1.0 $66.0 -10.0 -90.9% $66.00 -7.8%
2392 ANGO ANGIODYNAMICS INC Healthcare 5.0 $65.0 NEW $13.00 -9.2%
2393 GENC GENCOR INDS INC Industrials 5.0 $65.0 -1.0 -16.7% $13.00 +11.5%
2394 ASIC ATEGRITY SPECIALTY IN CO HO Financial Services 3.0 $64.0 NEW $21.33 -1.0%
2395 MBX MBX BIOSCIENCES INC Healthcare 2.0 $64.0 NEW $32.00 -5.0%
2396 RLI RLI CORP Financial Services 1.0 $64.0 -41.0 -97.6% $64.00 -18.5%
2397 ON24 INC 8.0 $64.0 -6.0 -42.9% $8.00
2398 BHB BAR HBR BANKSHARES Financial Services 2.0 $63.0 -2.0 -50.0% $31.50 +9.6%
2399 WEYS WEYCO GROUP INC Consumer Cyclical 2.0 $62.0 $31.00 +9.3%
2400 DCOM DIME CMNTY BANCSHARES INC Financial Services 2.0 $61.0 NEW $30.50 +17.1%
Page 120 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%