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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 46 of 136  ·  2,712 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
901 WABC WESTAMERICA BANCORPORATION Financial Services 165.0 $8K 0.00% NEW $49.99 +10.9%
902 XERS XERIS BIOPHARMA HOLDINGS INC Healthcare 1,011.0 $8K 0.00% NEW $8.14 -23.5%
903 HILLENBRAND INC 304.0 $8K 0.00% NEW $27.04
904 CNQ CANADIAN NAT RES LTD Energy 257.0 $8K 0.00% NEW $31.96 +52.3%
905 DCH AMERICAN AXLE & MFG HLDGS IN Industrials 1,366.0 $8K 0.00% NEW $6.01 +2.3%
906 USLM UNITED STS LIME & MINERALS I Basic Materials 62.0 $8K 0.00% NEW $131.56 -20.9%
907 ATR APTARGROUP INC Healthcare 61.0 $8K 0.00% NEW $133.67 -13.6%
908 F FORD MTR CO Consumer Cyclical 679.0 $8K 0.00% NEW $11.96 +14.3%
909 ACM AECOM Industrials 62.0 $8K 0.00% NEW $130.31 -46.1%
910 CIVITAS RESOURCES INC 247.0 $8K 0.00% NEW $32.50
911 LIBERTY GLOBAL LTD 700.0 $8K 0.00% NEW $11.46
912 GIB CGI INC Technology 90.0 $8K 0.00% NEW $89.13 -25.9%
913 FE FIRSTENERGY CORP Utilities 175.0 $8K 0.00% NEW $45.82 -0.7%
914 MKTX MARKETAXESS HLDGS INC Financial Services 46.0 $8K 0.00% NEW $174.26 -21.8%
915 FBIN FORTUNE BRANDS INNOVATIONS I Industrials 150.0 $8K 0.00% NEW $53.39 -32.0%
916 EVER EVERQUOTE INC Communication Services 350.0 $8K 0.00% NEW $22.87 -18.5%
917 CBRE CBRE GROUP INC Real Estate 51.0 $8K 0.00% NEW $156.59 -16.3%
918 NABL N-ABLE INC Technology 1,018.0 $8K 0.00% NEW $7.80 -54.4%
919 CODI COMPASS DIVERSIFIED Industrials 1,197.0 $8K 0.00% NEW $6.62 +76.7%
920 LPRO OPEN LENDING CORP Financial Services 3,729.0 $8K 0.00% NEW $2.11 -8.1%
Page 46 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%