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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 63 of 128  ·  2,556 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1241 APLE APPLE HOSPITALITY REIT INC Real Estate 288.0 $3K 0.00% +62.0 +27.4% $11.85 +22.1%
1242 NMIH NMI HLDGS INC Financial Services 83.0 $3K 0.00% -23.0 -21.7% $40.80 -8.3%
1243 BY BYLINE BANCORP INC Financial Services 116.0 $3K 0.00% -49.0 -29.7% $29.16 +13.8%
1244 PLTK PLAYTIKA HLDG CORP Technology 854.0 $3K 0.00% +721.0 +542.1% $3.95 -13.4%
1245 PEG PUBLIC SVC ENTERPRISE GRP IN Utilities 42.0 $3K 0.00% -16.0 -27.6% $80.31 -1.0%
1246 SPT SPROUT SOCIAL INC Technology 298.0 $3K 0.00% +295.0 +9833.3% $11.27 -39.5%
1247 NAT NORDIC AMERICAN TANKERS LIMI Industrials 975.0 $3K 0.00% $3.44 +57.0%
1248 LITHIUM ARGENTINA AG 600.0 $3K 0.00% $5.58
1249 FULT FULTON FINL CORP PA Financial Services 173.0 $3K 0.00% -2.0 -1.1% $19.34 +10.9%
1250 VISN COMMSCOPE HLDG CO INC Technology 184.0 $3K 0.00% $18.13 -32.2%
1251 LENNAR CORP 35.0 $3K 0.00% -18.0 -34.0% $95.14
1252 LAD LITHIA MTRS INC Consumer Cyclical 10.0 $3K 0.00% -4.0 -28.6% $332.40 -16.8%
1253 KBH KB HOME Consumer Cyclical 59.0 $3K 0.00% +29.0 +96.7% $56.20 -13.5%
1254 EGBN EAGLE BANCORP INC MD Financial Services 154.0 $3K 0.00% $21.42 +22.3%
1255 HLIT HARMONIC INC Technology 332.0 $3K 0.00% +154.0 +86.5% $9.89 +53.7%
1256 PVH PVH CORPORATION Consumer Cyclical 49.0 $3K 0.00% +17.0 +53.1% $67.02 +32.7%
1257 SOLID BIOSCIENCES INC 582.0 $3K 0.00% +18.0 +3.2% $5.64
1258 SON SONOCO PRODS CO Consumer Cyclical 75.0 $3K 0.00% -669.0 -89.9% $43.64 +13.1%
1259 SRE SEMPRA Utilities 37.0 $3K 0.00% -5.0 -11.9% $88.30 +5.1%
1260 PHI PLDT INC Communication Services 150.0 $3K 0.00% +14.0 +10.3% $21.74 -13.2%
Page 63 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%