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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 122 of 128  ·  2,556 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2421 EEX EMERALD HOLDING INC Communication Services 10.0 $45.0 -1.0 -9.1% $4.50 +11.1%
2422 RLGT RADIANT LOGISTICS INC Industrials 7.0 $45.0 -7.0 -50.0% $6.43 +28.6%
2423 NNOX NANO X IMAGING LTD Healthcare 16.0 $45.0 NEW $2.81 -35.6%
2424 MPX MARINE PRODS CORP Consumer Cyclical 5.0 $44.0 +1.0 +25.0% $8.80 -7.0%
2425 INGRAM MICRO HLDG CORP 2.0 $43.0 +1.0 +100.0% $21.50
2426 NBBK NB BANCORP INC Financial Services 2.0 $40.0 NEW $20.00 -2.4%
2427 SIBN SI-BONE INC Healthcare 2.0 $40.0 -8.0 -80.0% $20.00 -25.8%
2428 USNA USANA HEALTH SCIENCES INC Consumer Defensive 2.0 $40.0 -17.0 -89.5% $20.00 -12.7%
2429 IMMUNITYBIO INC 20.0 $40.0 NEW $2.00
2430 FLXS FLEXSTEEL INDS INC Consumer Cyclical 1.0 $40.0 -1.0 -50.0% $40.00 +33.4%
2431 LEGH LEGACY HOUSING CORP Consumer Cyclical 2.0 $40.0 -3.0 -60.0% $20.00 +11.9%
2432 PZZA PAPA JOHNS INTL INC Consumer Cyclical 1.0 $39.0 -1.0 -50.0% $39.00 -14.5%
2433 PDEX PRO-DEX INC COLO Healthcare 1.0 $39.0 -4.0 -80.0% $39.00 +62.7%
2434 FB BANCORP INC 3.0 $39.0 NEW $13.00
2435 RSVR RESERVOIR MEDIA INC Communication Services 5.0 $38.0 $7.60 +33.0%
2436 TBPH THERAVANCE BIOPHARMA INC Healthcare 2.0 $38.0 NEW $19.00 -14.5%
2437 CDLR CADELER A S Industrials 2.0 $38.0 -2.0 -50.0% $19.00 +42.8%
2438 AEBI SCHMIDT HLDG AG 3.0 $38.0 NEW $12.67
2439 PEBK PEOPLES BANCORP N C INC Financial Services 1.0 $37.0 -1.0 -50.0% $37.00 +9.2%
2440 REAX THE REAL BROKERAGE INC Real Estate 10.0 $37.0 NEW $3.70 -54.1%
Page 122 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%