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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 45 of 136  ·  2,712 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
881 BHF BRIGHTHOUSE FINL INC Financial Services 166.0 $9K 0.00% NEW $53.08 +18.1%
882 CCS CENTURY CMNTYS INC Consumer Cyclical 139.0 $9K 0.00% NEW $63.37 -17.3%
883 PCRX PACIRA BIOSCIENCES INC Healthcare 341.0 $9K 0.00% NEW $25.77 -8.9%
884 SFNC SIMMONS 1ST NATL CORP Financial Services 458.0 $9K 0.00% NEW $19.17 +11.0%
885 MTDR MATADOR RES CO Energy 195.0 $9K 0.00% NEW $44.93 +24.8%
886 WGS GENEDX HOLDINGS CORP Healthcare 81.0 $9K 0.00% NEW $107.74 -58.5%
887 WAT WATERS CORP Healthcare 29.0 $9K 0.00% NEW $299.83 +13.8%
888 OPEN OPENDOOR TECHNOLOGIES INC Real Estate 1,086.0 $9K 0.00% NEW $7.97 -42.7%
889 FRME FIRST MERCHANTS CORP Financial Services 227.0 $9K 0.00% NEW $37.70 +6.7%
890 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 26.0 $9K 0.00% NEW $327.58 -22.5%
891 NTB BANK OF NT BUTTERFIELD&SON L Financial Services 198.0 $8K 0.00% NEW $42.92 +30.7%
892 LEA LEAR CORP Consumer Cyclical 84.0 $8K 0.00% NEW $100.62 +37.6%
893 RPAY REPAY HLDGS CORP Technology 1,616.0 $8K 0.00% NEW $5.23 -36.7%
894 KELLANOVA 103.0 $8K 0.00% NEW $82.03
895 NVST ENVISTA HOLDINGS CORPORATION Healthcare 410.0 $8K 0.00% NEW $20.37 +16.0%
896 HOPE HOPE BANCORP INC Financial Services 774.0 $8K 0.00% NEW $10.77 +15.6%
897 AVNS AVANOS MED INC Healthcare 721.0 $8K 0.00% NEW $11.56 +113.7%
898 HBAN HUNTINGTON BANCSHARES INC Financial Services 482.0 $8K 0.00% NEW $17.27 -8.2%
899 AMH AMERICAN HOMES 4 RENT Real Estate 250.0 $8K 0.00% NEW $33.25 -3.4%
900 TDC TERADATA CORP DEL Technology 386.0 $8K 0.00% NEW $21.51 +53.9%
Page 45 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%