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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 48 of 136  ·  2,712 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
941 ANGL VANECK ETF TRUST 250.0 $7K 0.00% NEW $29.73 -2.5%
942 NSP INSPERITY INC Industrials 151.0 $7K 0.00% NEW $49.21 -37.3%
943 SMG SCOTTS MIRACLE-GRO CO Basic Materials 130.0 $7K 0.00% NEW $56.95 +2.4%
944 TEVA TEVA PHARMACEUTICAL INDS LTD Healthcare 366.0 $7K 0.00% NEW $20.20 +69.9%
945 KURA KURA ONCOLOGY INC Healthcare 832.0 $7K 0.00% NEW $8.85 +25.7%
946 ANYWHERE REAL ESTATE INC 693.0 $7K 0.00% NEW $10.59
947 TNC TENNANT CO Industrials 90.0 $7K 0.00% NEW $81.07 +2.3%
948 RDN RADIAN GROUP INC Financial Services 201.0 $7K 0.00% NEW $36.22 +3.8%
949 ICICI BANK LIMITED 239.0 $7K 0.00% NEW $30.23
950 WBD WARNER BROS DISCOVERY INC Communication Services 368.0 $7K 0.00% NEW $19.53 +40.4%
951 SEIC SEI INVTS CO Financial Services 84.0 $7K 0.00% NEW $84.86 +7.0%
952 KWR QUAKER HOUGHTON Basic Materials 54.0 $7K 0.00% NEW $131.76 +5.6%
953 CANADIAN PACIFIC KANSAS CITY 95.0 $7K 0.00% NEW $74.49
954 SJNK SPDR SERIES TRUST 275.0 $7K 0.00% NEW $25.60 -2.3%
955 DXC DXC TECHNOLOGY CO Technology 516.0 $7K 0.00% NEW $13.63 -32.3%
956 ROP ROPER TECHNOLOGIES INC Industrials 14.0 $7K 0.00% NEW $498.71 -34.0%
957 PLOW DOUGLAS DYNAMICS INC Consumer Cyclical 223.0 $7K 0.00% NEW $31.26 +40.5%
958 FCFS FIRSTCASH HOLDINGS INC Financial Services 44.0 $7K 0.00% NEW $158.43 +42.8%
959 KNX KNIGHT-SWIFT TRANSN HLDGS IN Industrials 176.0 $7K 0.00% NEW $39.51 +77.8%
960 FTS FORTIS INC Utilities 137.0 $7K 0.00% NEW $50.74 +10.8%
Page 48 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%