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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 83 of 128  ·  2,556 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1641 HBCP HOME BANCORP INC Financial Services 21.0 $1K -4.0 -16.0% $57.81 +12.7%
1642 NFBK NORTHFIELD BANCORP INC DEL Financial Services 106.0 $1K +3.0 +2.9% $11.43 +24.2%
1643 SLQT SELECTQUOTE INC Financial Services 857.0 $1K -702.0 -45.0% $1.41 -25.6%
1644 AMBA AMBARELLA INC Technology 17.0 $1K $70.88 +18.0%
1645 ZUMZ ZUMIEZ INC Consumer Cyclical 46.0 $1K +21.0 +84.0% $26.07 -12.6%
1646 GPGI COMPOSECURE INC Industrials 62.0 $1K +46.0 +287.5% $19.29 -38.0%
1647 FBIZ FIRST BUSINESS FINL SVCS INC Financial Services 22.0 $1K +3.0 +15.8% $54.32 +5.3%
1648 TKC TURKCELL ILETISIM HIZMETLERI Communication Services 218.0 $1K +93.0 +74.4% $5.47 +9.8%
1649 FTAI AVIATION LTD 6.0 $1K +2.0 +50.0% $197.00
1650 WBTN WEBTOON ENTMT INC Technology 90.0 $1K $13.03 -10.7%
1651 ACA ARCOSA INC Industrials 11.0 $1K -1.0 -8.3% $106.36 +12.0%
1652 FMBH FIRST MID ILL BANCSHARES INC Financial Services 30.0 $1K +2.0 +7.1% $39.00 +12.2%
1653 BEKE KE HLDGS INC Real Estate 74.0 $1K -67.0 -47.5% $15.77 +7.1%
1654 ALAB ASTERA LABS INC Technology 7.0 $1K +2.0 +40.0% $166.43 +79.0%
1655 PTON PELOTON INTERACTIVE INC Consumer Cyclical 189.0 $1K $6.16 -16.1%
1656 HASI HA SUSTAINABLE INFRA CAP INC Financial Services 37.0 $1K NEW $31.43 +29.4%
1657 DOCN DIGITALOCEAN HLDGS INC Technology 24.0 $1K +2.0 +9.1% $48.12 +229.0%
1658 AMSF AMERISAFE INC Financial Services 30.0 $1K -25.0 -45.5% $38.43 -18.6%
1659 AMCX AMC NETWORKS INC Communication Services 121.0 $1K +80.0 +195.1% $9.52 -5.5%
1660 XP XP INC Financial Services 70.0 $1K +33.0 +89.2% $16.37 +8.1%
Page 83 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%