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True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

Holdings in Q4 2022

Holdings as of Dec 31, 2022, filed Feb 15, 2023. Long positions only.

Institution overview
Positions
803
No filing for Q3 2022
Portfolio value
$216.1M
No filing for Q3 2022
Filed
Feb 15, 2023
SEC

True Wealth Design, LLC did not file a 13F for Q3 2022, so these holdings cannot be compared with the previous quarter and changes are not shown.

Holdings of True Wealth Design, LLC in Q4 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
PLTRPalantir Technologies Inc.Stock1$6<0.1%––History
XMQualtrics International Inc.COM CL A1$10<0.1%––History
Carnival Corp Ltd.14365C103ADR2$14<0.1%–––
LEVILevi Strauss & CoCL A COM STK1$16<0.1%––History
AGLagilon health, inc.COM1$16<0.1%––History
MATMattel IncCOM1$18<0.1%––History
Paramount Global92556H107CL A1$20<0.1%–––
ACIAlbertsons Companies, Inc.COMMON STOCK1$21<0.1%––History
Color Star Technology Co LtdG2287A209SHS NEW25$23<0.1%–––
CSANCosan S.A.ADS2$26<0.1%––History
SNAPSnap IncStock3$27<0.1%––History
PEverpure, Inc.CL A1$27<0.1%––History
BAKBraskem SASP ADR PFD A3$28<0.1%––History
GFLGFL Environmental Inc.SUB VTG SHS1$29<0.1%––History
ARAntero Resources CorpCOM1$31<0.1%––History
ZZillow Group, Inc.CL C CAP STK1$32<0.1%––History
CLVTClarivate PLCORD SHS4$33<0.1%––History
USFDUS Foods Holding Corp.COM1$34<0.1%––History
WMGWarner Music Group Corp.COM CL A1$35<0.1%––History
Natura &CO Hldg S A63884N108ADS8$35<0.1%–––
UGIUgi CorpStock1$37<0.1%––History
CHWYChewy, Inc.CL A1$37<0.1%––History
MBCMasterBrand, Inc.COMMON STOCK5$38<0.1%––History
MTCHMatch Group, Inc.COM1$41<0.1%––History
NETCloudflare, Inc.CL A COM1$45<0.1%––History
SIDNational Steel CoSPONSORED ADR17$47<0.1%––History
UGPUltrapar Holdings IncSP ADR REP COM20$48<0.1%––History
TWLOTwilio IncCL A1$49<0.1%––History
SEESealed Air CorpCOM1$50<0.1%––History
CIGEnergy Co of Minas GeraisSP ADR N-V PFD25$51<0.1%––History
ESTCElastic N.V.ORD SHS1$52<0.1%––History
DINOHF Sinclair CorpCOM1$52<0.1%––History
FWONALiberty Media CorpCOM SER A FRMLA1$53<0.1%––History
TVGrupo Televisa, S.A.B.SPON ADR REP ORD12$55<0.1%––History
ASAIYSendas Distributor S.A.SPON ADS3$55<0.1%––History
SCCOSouthern Copper CorpStock1$60<0.1%––History
UHALU-Haul Holding CoCOM1$60<0.1%––History
MMATMeta Materials Inc.COM50$60<0.1%––History
LSCCLattice Semiconductor CorpCOM1$65<0.1%––History
BJBJ's Wholesale Club Holdings, Inc.COM1$66<0.1%––History
ZMZoom Communications, Inc.Stock1$68<0.1%––History
OKTAOkta, Inc.CL A1$68<0.1%––History
DSGXDescartes Systems Group IncCOM1$70<0.1%––History
DISHDISH Network CORPCL A5$70<0.1%––History
WFGWest Fraser Timber Co., LtdCOM1$72<0.1%––History
PINSPinterest, Inc.CL A3$73<0.1%––History
NVCRNovoCure LtdORD SHS1$73<0.1%––History
DDOGDatadog, Inc.CL A COM1$74<0.1%––History
LBRDALiberty Broadband CorpCOM SER A1$76<0.1%––History
DOOBRP Inc.COM SUN VTG1$76<0.1%––History
BIPCBrookfield Infrastructure CorpCOM SB VTG SHS A2$78<0.1%––History
SPOTSpotify Technology S.A.Stock1$79<0.1%––History
AXIAYAXIA Energia S.A.SPONSORED ADR10$79<0.1%––History
Liberty Media Corp531229409COM A SIRIUSXM2$79<0.1%–––
VREXVarex Imaging CorpCOM4$81<0.1%––History
Occidental Pete Corp WT Exp 080327674599162Stock2$82<0.1%–––
PAASPan American Silver CorpStock5$82<0.1%––History
AGRAvangrid, Inc.COM2$86<0.1%––History
SPLKSplunk IncCOM1$86<0.1%––History
EXPEExpedia Group, Inc.Stock1$88<0.1%––History
BCEBce IncCOM NEW2$88<0.1%––History
TTDTrade Desk, Inc.Stock2$90<0.1%––History
HHyatt Hotels CorpCOM CL A1$90<0.1%––History
CCJCameco CorpStock4$91<0.1%––History
AQNAlgonquin Power & Utilities Corp.COM14$91<0.1%––History
NWSNews CorpCL B5$92<0.1%––History
VMARVision Marine Technologies Inc.COM20$92<0.1%––History
APAAPA CorpStock2$93<0.1%––History
ECEcopetrol S.A.SPONSORED ADS9$94<0.1%––History
EXEExpand Energy CorpCOM1$94<0.1%––History
STNStantec IncCOM2$96<0.1%––History
ELANElanco Animal Health IncCOM8$98<0.1%––History
EQTEQT CorpStock3$101<0.1%––History
BILLBILL Holdings, Inc.Stock1$109<0.1%––History
GILGildan Activewear Inc.Stock4$110<0.1%––History
RADNew Rite Aid, LLCCOM33$110<0.1%––History
ZSZscaler, Inc.Stock1$112<0.1%––History
TRIThomson Reuters CorpCOM NEW1$114<0.1%––History
WSMWilliams Sonoma IncCOM1$115<0.1%––History
SBSCompanhia de Saneamento Basico Do Estado de Sao Paulo-SabespSPONSORED ADR11$117<0.1%––History
DKSDick's Sporting Goods, Inc.Stock1$120<0.1%––History
HEI.AHeico CorpCL A1$120<0.1%––History
RRXRegal Rexnord CorpCOM1$120<0.1%––History
FSVFirstService CorpCOM1$123<0.1%––History
DAYDayforce, Inc.COM2$128<0.1%––History
TEAMAtlassian CorpCL A1$129<0.1%––History
MIDDMIDDLEBY CorpCOM1$134<0.1%––History
CTLTCatalent, Inc.COM3$135<0.1%––History
AAAlcoa CorpStock3$136<0.1%––History
WOLFWolfspeed, Inc.Stock2$138<0.1%––History
AGCOAGCO CorpCOM1$139<0.1%––History
CGNXCognex CorpCOM3$141<0.1%––History
DLBDolby Laboratories, Inc.COM CL A2$141<0.1%––History
FOXFox CorpCL B COM5$142<0.1%––History
SKMSK Telecom Co LtdSPONSORED ADR7$144<0.1%––History
PACPacific Airport GroupSPON ADS B1$144<0.1%––History
AVTRAvantor, Inc.COM7$148<0.1%––History
RHIRobert Half Inc.COM2$148<0.1%––History
RCLRoyal Caribbean Cruises LtdCOM3$148<0.1%––History
MASIMasimo CorpCOM1$148<0.1%––History