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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 45 of 128  ·  2,556 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
881 BLK BLACKROCK INC Financial Services 9.0 $10K 0.00% -1.0 -10.0% $1070.44 -0.6%
882 LEA LEAR CORP Consumer Cyclical 84.0 $10K 0.00% $114.61 +20.8%
883 UUUU ENERGY FUELS INC Energy 662.0 $10K 0.00% $14.54 +15.4%
884 ALL ALLSTATE CORP Financial Services 46.0 $10K 0.00% +16.0 +53.3% $208.15 +3.0%
885 ANNALY CAPITAL MANAGEMENT IN 423.0 $9K 0.00% +358.0 +550.8% $22.36
886 GUESS INC 564.0 $9K 0.00% $16.75
887 SKYW SKYWEST INC Industrials 94.0 $9K 0.00% -1.0 -1.1% $100.41 -17.1%
888 DV DOUBLEVERIFY HLDGS INC Technology 824.0 $9K 0.00% -481.0 -36.9% $11.44 -16.8%
889 VICR VICOR CORP Technology 86.0 $9K 0.00% $109.60 +141.0%
890 HBAN HUNTINGTON BANCSHARES INC Financial Services 543.0 $9K 0.00% +61.0 +12.7% $17.35 -8.7%
891 TDG TRANSDIGM GROUP INC Industrials 7.0 $9K 0.00% +1.0 +16.7% $1329.86 -9.9%
892 OVV OVINTIV INC Energy 237.0 $9K 0.00% -1K -85.6% $39.19 +50.2%
893 SWK STANLEY BLACK & DECKER INC Industrials 124.0 $9K 0.00% +111.0 +853.9% $74.28 +0.9%
894 CVSA ADTALEM GLOBAL ED INC Consumer Cyclical 89.0 $9K 0.00% +66.0 +287.0% $103.47 +19.9%
895 ALB ALBEMARLE CORP Basic Materials 65.0 $9K 0.00% +9.0 +16.1% $141.23 +20.3%
896 CNQ CANADIAN NAT RES LTD Energy 271.0 $9K 0.00% +14.0 +5.5% $33.85 +43.8%
897 KNX KNIGHT-SWIFT TRANSN HLDGS IN Industrials 174.0 $9K 0.00% -2.0 -1.1% $52.28 +34.4%
898 PBA PEMBINA PIPELINE CORP Energy 238.0 $9K 0.00% +3.0 +1.3% $38.06 +29.6%
899 ALLY ALLY FINL INC Financial Services 200.0 $9K 0.00% +53.0 +36.0% $45.29 -5.6%
900 DCH AMERICAN AXLE & MFG HLDGS IN Industrials 1,403.0 $9K 0.00% +37.0 +2.7% $6.41 -4.1%
Page 45 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%