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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 94 of 128  ·  2,556 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1861 OSPN ONESPAN INC Technology 51.0 $655.0 +49.0 +2450.0% $12.84 -0.2%
1862 ALX ALEXANDERS INC Real Estate 3.0 $654.0 +2.0 +200.0% $218.00 +14.7%
1863 AVTR AVANTOR INC Healthcare 57.0 $654.0 -342.0 -85.7% $11.47 -31.4%
1864 FDBC FIDELITY D & D BANCORP INC Financial Services 15.0 $653.0 +7.0 +87.5% $43.53 +3.9%
1865 BWB BRIDGEWATER BANCSHARES INC Financial Services 37.0 $649.0 $17.54 +7.2%
1866 ASR GRUPO AEROPORTUARIO DEL SURE Industrials 2.0 $647.0 -2.0 -50.0% $323.50 -4.6%
1867 BBUC BROOKFIELD BUSINESS CORP Financial Services 18.0 $646.0 +11.0 +157.1% $35.89 -5.4%
1868 ADUS ADDUS HOMECARE CORP Healthcare 6.0 $645.0 $107.50 -13.2%
1869 PWP PERELLA WEINBERG PARTNERS Financial Services 37.0 $641.0 $17.32 +2.2%
1870 GOLF ACUSHNET HLDGS CORP Consumer Cyclical 8.0 $639.0 -1.0 -11.1% $79.88 +10.6%
1871 EVEX EVE HLDG INC Industrials 160.0 $639.0 +10.0 +6.7% $3.99 -26.4%
1872 POWL POWELL INDS INC Industrials 2.0 $638.0 $319.00 -15.0%
1873 COCO VITA COCO CO INC Consumer Defensive 12.0 $637.0 $53.08 +48.5%
1874 FTDR FRONTDOOR INC Consumer Cyclical 11.0 $635.0 -7.0 -38.9% $57.73 +6.5%
1875 BVS BIOVENTUS INC Healthcare 85.0 $633.0 +31.0 +57.4% $7.45 +27.5%
1876 SFL SFL CORPORATION LTD Industrials 81.0 $633.0 -311.0 -79.3% $7.81 +62.8%
1877 WVE WAVE LIFE SCIENCES LTD Healthcare 37.0 $629.0 $17.00 -63.6%
1878 AAOI APPLIED OPTOELECTRONICS INC Technology 18.0 $628.0 $34.89 +406.8%
1879 BNL BROADSTONE NET LEASE INC Real Estate 36.0 $626.0 $17.39 +17.4%
1880 IDYA IDEAYA BIOSCIENCES INC Healthcare 18.0 $623.0 $34.61 -14.7%
Page 94 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%