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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 36 of 128  ·  2,556 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 ICICI BANK LIMITED 514.0 $15K 0.00% +275.0 +115.1% $29.80
702 HTH HILLTOP HOLDINGS INC Financial Services 449.0 $15K 0.00% +17.0 +3.9% $33.94 +10.0%
703 RSI RUSH STREET INTERACTIVE INC Consumer Cyclical 783.0 $15K 0.00% +122.0 +18.5% $19.43 +42.3%
704 AZTA AZENTA INC Healthcare 455.0 $15K 0.00% $33.26 -41.3%
705 ICUI ICU MED INC Healthcare 106.0 $15K 0.00% +11.0 +11.6% $142.68 -8.0%
706 DRI DARDEN RESTAURANTS INC Consumer Cyclical 82.0 $15K 0.00% -16.0 -16.3% $184.02 +7.1%
707 IX ORIX CORP Financial Services 516.0 $15K 0.00% +161.0 +45.4% $29.22 +34.4%
708 AEIS ADVANCED ENERGY INDS Industrials 72.0 $15K 0.00% $209.38 +54.6%
709 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 165.0 $15K 0.00% -106.0 -39.1% $91.30 +1.1%
710 HOLOGIC INC 202.0 $15K 0.00% +127.0 +169.3% $74.49
711 STNG SCORPIO TANKERS INC Energy 295.0 $15K 0.00% -2.0 -0.7% $50.83 +60.7%
712 DX DYNEX CAP INC Real Estate 1,067.0 $15K 0.00% +87.0 +8.9% $14.01 -8.3%
713 BXP BXP INC Real Estate 221.0 $15K 0.00% $67.55 -11.0%
714 WMS ADVANCED DRAIN SYS INC DEL Industrials 103.0 $15K 0.00% +85.0 +472.2% $144.83 -5.5%
715 RIO RIO TINTO PLC Basic Materials 186.0 $15K 0.00% +12.0 +6.9% $80.03 +29.1%
716 RF REGIONS FINANCIAL CORP NEW Financial Services 547.0 $15K 0.00% +62.0 +12.8% $27.10 +1.6%
717 TT TRANE TECHNOLOGIES PLC Industrials 38.0 $15K 0.00% -52.0 -57.8% $389.21 +16.1%
718 BR BROADRIDGE FINL SOLUTIONS IN Technology 66.0 $15K 0.00% -175.0 -72.6% $223.18 -32.8%
719 TMUS T-MOBILE US INC Communication Services 72.0 $15K 0.00% -135.0 -65.2% $203.04 -6.3%
720 E ENI S P A Energy 385.0 $15K 0.00% +3.0 +0.8% $37.94 +45.3%
Page 36 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%