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Portfolio (Quarterly) Guide ↗

True Wealth Design, LLC

· CIK 0001966033
13F Portfolio $327M AUM Filed Oct 21, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 2712 New
Page 38 of 136  ·  2,712 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 QLYS QUALYS INC Technology 100.0 $13K 0.00% NEW $132.33 -24.0%
742 MPC MARATHON PETE CORP Energy 69.0 $13K 0.00% NEW $191.65 +29.6%
743 HAFC HANMI FINL CORP Financial Services 532.0 $13K 0.00% NEW $24.69 +22.8%
744 MAA MID-AMER APT CMNTYS INC Real Estate 94.0 $13K 0.00% NEW $139.73 -7.0%
745 MASI MASIMO CORP Healthcare 89.0 $13K 0.00% NEW $147.55 +21.1%
746 SNDR SCHNEIDER NATIONAL INC Industrials 619.0 $13K 0.00% NEW $21.16 +58.8%
747 AZTA AZENTA INC Healthcare 455.0 $13K 0.00% NEW $28.72 -32.0%
748 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 332.0 $13K 0.00% NEW $39.19 -16.3%
749 PEB PEBBLEBROOK HOTEL TR Real Estate 1,138.0 $13K 0.00% NEW $11.39 +30.5%
750 BSCU INVESCO EXCH TRD SLF IDX FD 760.0 $13K 0.00% NEW $16.90 -1.8%
751 RF REGIONS FINANCIAL CORP NEW Financial Services 485.0 $13K 0.00% NEW $26.37 +4.4%
752 CBSH COMMERCE BANCSHARES INC Financial Services 214.0 $13K 0.00% NEW $59.76 -12.7%
753 LHX L3HARRIS TECHNOLOGIES INC Industrials 42.0 $13K 0.00% NEW $302.88 +1.1%
754 COLM COLUMBIA SPORTSWEAR CO Consumer Cyclical 243.0 $13K 0.00% NEW $52.30 +17.3%
755 FAF FIRST AMERN FINL CORP Financial Services 197.0 $13K 0.00% NEW $64.24 +5.6%
756 GPN GLOBAL PMTS INC Industrials 152.0 $13K 0.00% NEW $83.09 -12.6%
757 HE HAWAIIAN ELEC INDUSTRIES Utilities 1,126.0 $12K 0.00% NEW $11.04 +24.0%
758 NOG NORTHERN OIL & GAS INC Energy 497.0 $12K 0.00% NEW $24.80 -4.8%
759 FTRE FORTREA HLDGS INC Healthcare 1,462.0 $12K 0.00% NEW $8.42 +56.0%
760 FIRST HAWAIIAN INC 495.0 $12K 0.00% NEW $24.83
Page 38 of 136  ·  2,712 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 26.5%
Industrials 16.2%
Financial Services 12.4%
Consumer Cyclical 11.9%
Healthcare 10.7%
Consumer Defensive 5.2%
Communication Services 5.1%
Real Estate 3.3%
Basic Materials 3.3%
Energy 3.3%