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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 79 of 128  ·  2,556 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1561 XPO XPO INC Industrials 11.0 $1K -1.0 -8.3% $136.00 +54.9%
1562 VENTYX BIOSCIENCES INC 165.0 $1K -2K -90.4% $9.03
1563 AMERICA MOVIL SAB DE CV 72.0 $1K $20.68
1564 QFIN QFIN HOLDINGS INC Financial Services 77.0 $1K +26.0 +51.0% $19.27 -34.8%
1565 TNDM TANDEM DIABETES CARE INC Healthcare 67.0 $1K +23.0 +52.3% $21.99 -31.6%
1566 PRAA PRA GROUP INC Financial Services 83.0 $1K -6.0 -6.7% $17.70 -17.8%
1567 KROS KEROS THERAPEUTICS INC Healthcare 72.0 $1K +53.0 +278.9% $20.36 -44.9%
1568 DEA EASTERLY GOVT PPTYS INC Real Estate 69.0 $1K -180.0 -72.3% $21.20 +12.6%
1569 AMER SPORTS INC 39.0 $1K $37.36
1570 CYRX CRYOPORT INC Industrials 151.0 $1K $9.60 +48.1%
1571 HRL HORMEL FOODS CORP Consumer Defensive 61.0 $1K -52.0 -46.0% $23.70 -11.1%
1572 QTWO Q2 HLDGS INC Technology 20.0 $1K NEW $72.20 -34.8%
1573 ALRS ALERUS FINL CORP Financial Services 64.0 $1K +1.0 +1.6% $22.53 +25.2%
1574 ECVT ECOVYST INC Basic Materials 148.0 $1K -17.0 -10.3% $9.74 +36.9%
1575 CMRE COSTAMARE INC Industrials 91.0 $1K +9.0 +11.0% $15.79 +8.5%
1576 VYGR VOYAGER THERAPEUTICS INC Healthcare 365.0 $1K $3.93 -11.0%
1577 EGHT 8X8 INC NEW Technology 728.0 $1K +132.0 +22.1% $1.97 +8.1%
1578 Z ZILLOW GROUP INC Communication Services 21.0 $1K +2.0 +10.5% $68.24 -46.6%
1579 SOMNIGROUP INTERNATIONAL INC 16.0 $1K +5.0 +45.5% $89.31
1580 AGYS AGILYSYS INC Technology 12.0 $1K +1.0 +9.1% $118.92 -33.1%
Page 79 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%