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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 54 of 136  ·  2,712 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1061 GIC GLOBAL INDUSTRIAL COMPANY Industrials 145.0 $5K 0.00% NEW $36.68 -20.7%
1062 REZI RESIDEO TECHNOLOGIES INC Industrials 123.0 $5K 0.00% NEW $43.19 -33.0%
1063 DIGITALBRIDGE GROUP INC 454.0 $5K 0.00% NEW $11.70
1064 FANG DIAMONDBACK ENERGY INC Energy 37.0 $5K 0.00% NEW $143.11 +40.4%
1065 PLNT PLANET FITNESS INC Consumer Cyclical 51.0 $5K 0.00% NEW $103.80 -51.6%
1066 SNPS SYNOPSYS INC Technology 11.0 $5K 0.00% NEW $480.64 +3.8%
1067 CVNA CARVANA CO Consumer Cyclical 14.0 $5K 0.00% NEW $377.29 -82.9%
1068 FMS FRESENIUS MEDICAL CARE AG Healthcare 200.0 $5K 0.00% NEW $26.33 -14.5%
1069 GPOR GULFPORT ENERGY CORP Energy 29.0 $5K 0.00% NEW $181.00 -1.1%
1070 BUD ANHEUSER BUSCH INBEV SA/NV Consumer Defensive 87.0 $5K 0.00% NEW $59.62 +39.8%
1071 TRMK TRUSTMARK CORP Financial Services 130.0 $5K 0.00% NEW $39.60 +11.8%
1072 PARR PAR PAC HOLDINGS INC Energy 145.0 $5K 0.00% NEW $35.42 +63.2%
1073 MIRM MIRUM PHARMACEUTICALS INC Healthcare 70.0 $5K 0.00% NEW $73.31 +37.3%
1074 COMMERCE.COM INC 1,022.0 $5K 0.00% NEW $4.99
1075 VALE VALE S A Basic Materials 469.0 $5K 0.00% NEW $10.86 +50.5%
1076 COIN COINBASE GLOBAL INC Financial Services 15.0 $5K 0.00% NEW $337.53 -42.7%
1077 HOLOGIC INC 75.0 $5K 0.00% NEW $67.49
1078 LH LABCORP HOLDINGS INC Healthcare 18.0 $5K 0.00% NEW $280.89 -8.9%
1079 CERS CERUS CORP Healthcare 3,171.0 $5K 0.00% NEW $1.59 +72.3%
1080 VFC V F CORP Consumer Cyclical 349.0 $5K 0.00% NEW $14.43 +12.3%
Page 54 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%