True Wealth Design, LLC Q2 2025 Filing

Filed August 6, 2025

Portfolio Value

$283.8M

Holdings

2,565

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (2,565 positions)

StockValue
TMOTHERMO FISHER SCIENTIFIC INC
$5K
TEVATEVA PHARMACEUTICAL INDS LTD
$5K
ACHOWENS & MINOR INC NEW
$5K
CERSCERUS CORP
$5K
IOSPINNOSPEC INC
$5K
8CWCROWN CASTLE INC
$5K
LUVSOUTHWEST AIRLS CO
$5K
SNPSSYNOPSYS INC
$5K
TXTTEXTRON INC
$5K
WECWEC ENERGY GROUP INC
$5K
WASHWASHINGTON TR BANCORP INC
$5K
SSTKSHUTTERSTOCK INC
$5K
SCHLSCHOLASTIC CORP
$5K
TFCTRUIST FINL CORP
$5K
TN1TENNANT CO
$5K
CMRCBIGCOMMERCE HLDGS INC
$5K
NXDRNEXTDOOR HOLDINGS INC
$5K
EQIXEQUINIX INC
$5K
PBPROSPERITY BANCSHARES INC
$5K
NXSTNEXSTAR MEDIA GROUP INC
$5K
ETRENTERGY CORP NEW
$5K
IOTSAMSARA INC
$5K
CARRCARRIER GLOBAL CORPORATION
$5K
DLXDELUXE CORP
$5K
PAXPATRIA INVESTMENTS LIMITED
$5K
SAFESAFEHOLD INC
$5K
MNROMONRO INC
$5K
BBTBERKSHIRE HILLS BANCORP INC
$5K
WWAYFAIR INC
$5K
TYLTYLER TECHNOLOGIES INC
$5K
1RGREV GROUP INC
$5K
KURAKURA ONCOLOGY INC
$5K
DBRGDIGITALBRIDGE GROUP INC
$5K
AXSMAXSOME THERAPEUTICS INC
$5K
VNTVONTIER CORPORATION
$5K
EMNEASTMAN CHEM CO
$5K
KELKELLANOVA
$5K
ALNYALNYLAM PHARMACEUTICALS INC
$5K
MSGSMADISON SQUARE GRDN SPRT COR
$5K
DHID R HORTON INC
$5K
SRISTONERIDGE INC
$5K
WBSWEBSTER FINL CORP
$5K
AZOAUTOZONE INC
$5K
COINCOINBASE GLOBAL INC
$5K
TTGTTECHTARGET INC
$5K
UCTTULTRA CLEAN HLDGS INC
$5K
QGENQIAGEN NV
$5K
XERSXERIS BIOPHARMA HOLDINGS INC
$5K
GICGLOBAL INDUSTRIAL COMPANY
$5K
LPLALPL FINL HLDGS INC
$5K
LLOEWS CORP
$4K
YUMCYUM CHINA HLDGS INC
$4K
SPGSIMON PPTY GROUP INC NEW
$4K
NTRSNORTHERN TR CORP
$4K
JEFJEFFERIES FINL GROUP INC
$4K
FNFABRINET
$4K
BCBRUNSWICK CORP
$4K
SUSUNCOR ENERGY INC NEW
$4K
STRLSTERLING INFRASTRUCTURE INC
$4K
ODFLOLD DOMINION FREIGHT LINE IN
$4K
CVNACARVANA CO
$4K
CSGPCOSTAR GROUP INC
$4K
MKSIMKS INC.
$4K
CPRTCOPART INC
$4K
BPBP PLC
$4K
CVCOCAVCO INDS INC DEL
$4K
NWSNEWS CORP NEW
$4K
GDDYGODADDY INC
$4K
GPCGENUINE PARTS CO
$4K
SYYSYSCO CORP
$4K
DTMDT MIDSTREAM INC
$4K
ELSEQUITY LIFESTYLE PPTYS INC
$4K
NBHCNATIONAL BK HLDGS CORP
$4K
BGBUNGE GLOBAL SA
$4K
AWCAMERICAN WTR WKS CO INC NEW
$4K
IIININSTEEL INDS INC
$4K
AEEAMEREN CORP
$4K
WABCWESTAMERICA BANCORPORATION
$4K
GSKGSK PLC
$4K
IBKRINTERACTIVE BROKERS GROUP IN
$4K
EXEEXPAND ENERGY CORPORATION
$4K
PEBOPEOPLES BANCORP INC
$4K
KLCKINDERCARE LEARNING COMPANIE
$4K
GLDDGREAT LAKES DREDGE & DOCK CO
$4K
STESTERIS PLC
$4K
SOHOSOTHERLY HOTELS INC
$4K
SSPSCRIPPS E W CO OHIO
$4K
MEDPMEDPACE HLDGS INC
$4K
ROFKFORCE INC
$4K
GLPIGAMING & LEISURE PPTYS INC
$4K
STELSTELLAR BANCORP INC
$4K
IFFINTERNATIONAL FLAVORS&FRAGRA
$4K
NSPINSPERITY INC
$4K
RNGRINGCENTRAL INC
$4K
OFGOFG BANCORP
$4K
DCHAMERICAN AXLE & MFG HLDGS IN
$4K
RFREGIONS FINANCIAL CORP NEW
$4K
CHRDCHORD ENERGY CORPORATION
$4K
NRDSNERDWALLET INC
$4K
PRUPRUDENTIAL FINL INC
$4K
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