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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 50 of 136  ·  2,712 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
981 PEBO PEOPLES BANCORP INC Financial Services 222.0 $7K 0.00% NEW $29.99 +15.4%
982 DAN DANA INC Consumer Cyclical 332.0 $7K 0.00% NEW $20.04 +68.9%
983 EFSC ENTERPRISE FINL SVCS CORP Financial Services 114.0 $7K 0.00% NEW $57.98 +4.7%
984 FAST FASTENAL CO Industrials 134.0 $7K 0.00% NEW $49.10 -11.3%
985 FN FABRINET Technology 18.0 $7K 0.00% NEW $364.67 +92.9%
986 HNRG HALLADOR ENERGY COMPANY Energy 334.0 $7K 0.00% NEW $19.57 -9.2%
987 ROCK GIBRALTAR INDS INC Industrials 103.0 $6K 0.00% NEW $62.81 -44.0%
988 DXCM DEXCOM INC Healthcare 96.0 $6K 0.00% NEW $67.29 +6.8%
989 FROG JFROG LTD Technology 136.0 $6K 0.00% NEW $47.33 +50.9%
990 ELAN ELANCO ANIMAL HEALTH INC Healthcare 318.0 $6K 0.00% NEW $20.14 +5.9%
991 SNX TD SYNNEX CORPORATION Technology 39.0 $6K 0.00% NEW $163.77 +40.9%
992 SYK STRYKER CORPORATION Healthcare 17.0 $6K 0.00% NEW $375.35 -14.3%
993 ALL ALLSTATE CORP Financial Services 30.0 $6K 0.00% NEW $212.53 +0.9%
994 LENNAR CORP 53.0 $6K 0.00% NEW $120.00
995 WASH WASHINGTON TR BANCORP INC Financial Services 218.0 $6K 0.00% NEW $28.90 +11.1%
996 OLN OLIN CORP Basic Materials 252.0 $6K 0.00% NEW $24.99 +4.1%
997 CENCORA INC 20.0 $6K 0.00% NEW $312.55
998 PWR QUANTA SVCS INC Industrials 15.0 $6K 0.00% NEW $414.47 +71.3%
999 NAGE NIAGEN BIOSCIENCE INC Healthcare 663.0 $6K 0.00% NEW $9.33 -59.4%
1000 JOE ST JOE CO Real Estate 125.0 $6K 0.00% NEW $49.48 +29.4%
Page 50 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%