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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 39 of 128  ·  2,556 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 LPG DORIAN LPG LTD Energy 533.0 $13K 0.00% -57.0 -9.7% $24.34 +88.3%
762 CRGY CRESCENT ENERGY COMPANY Energy 1,546.0 $13K 0.00% -33.0 -2.1% $8.39 +56.1%
763 FRSH FRESHWORKS INC Technology 1,058.0 $13K 0.00% +979.0 +1239.2% $12.25 -26.0%
764 CIVITAS RESOURCES INC 477.0 $13K 0.00% +230.0 +93.1% $27.09
765 REV GROUP INC 212.0 $13K 0.00% +113.0 +114.1% $60.81
766 SHOP SHOPIFY INC Technology 80.0 $13K 0.00% +18.0 +29.0% $160.97 -34.8%
767 CWT CALIFORNIA WTR SVC GROUP Utilities 296.0 $13K 0.00% -277.0 -48.3% $43.33 -0.3%
768 SEALED AIR CORP NEW 309.0 $13K 0.00% +13.0 +4.4% $41.43
769 MUR MURPHY OIL CORP Energy 409.0 $13K 0.00% $31.25 +20.9%
770 SAIA SAIA INC Industrials 39.0 $13K 0.00% NEW $326.54 +42.9%
771 FOLD AMICUS THERAPEUTICS INC Healthcare 893.0 $13K 0.00% +42.0 +4.9% $14.24 +1.8%
772 L LOEWS CORP Financial Services 120.0 $13K 0.00% $105.58 +3.4%
773 PAG PENSKE AUTOMOTIVE GRP INC Consumer Cyclical 80.0 $13K 0.00% +10.0 +14.3% $158.30 +2.2%
774 M MACYS INC Consumer Cyclical 574.0 $13K 0.00% +377.0 +191.4% $22.05 -6.5%
775 WRB BERKLEY W R CORP Financial Services 180.0 $13K 0.00% -18.0 -9.1% $70.12 -2.7%
776 HPE HEWLETT PACKARD ENTERPRISE C Technology 522.0 $13K 0.00% -156.0 -23.0% $24.02 +41.4%
777 IHG INTERCONTINENTAL HOTELS GROU Consumer Cyclical 89.0 $13K 0.00% +12.0 +15.6% $140.83 +9.4%
778 TENB TENABLE HLDGS INC Technology 532.0 $13K 0.00% +485.0 +1031.9% $23.53 +8.4%
779 ADNT ADIENT PLC Consumer Cyclical 652.0 $12K 0.00% $19.17 +9.5%
780 CELH CELSIUS HLDGS INC Consumer Defensive 273.0 $12K 0.00% -32.0 -10.5% $45.74 -35.1%
Page 39 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%