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True Wealth Design, LLC

All holdings · as of Dec 31, 2025

2,556 positions

CompanyClassValueShares% of portfolio
MCKESSON CORP—$91.1K1110.0%
Match Group, Inc.—$90.8K2,8130.0%
Synchrony Financial—$90.8K1,0880.0%
DANAHER CORP /DE—$89.7K3920.0%
GILEAD SCIENCES, INC.—$88.3K7190.0%
Datadog, Inc.—$87.3K6420.0%
BANK OF AMERICA CORP /DE—$86.7K1,5760.0%
MGIC INVESTMENT CORP—$86.5K2,9620.0%
ISHARES TR—$85.7K2500.0%
Bank of New York Mellon Corp/The—$85.2K7340.0%
Evercore Inc—$85.1K2500.0%
ROYAL GOLD INC—$84.7K3810.0%
Sandisk Corp—$84.5K3560.0%
EVERSOURCE ENERGY—$83.8K1,2450.0%
BALL Corp—$83.8K1,5820.0%
JANUS HENDERSON GROUP PLC—$83.1K1,7470.0%
Fortinet Inc—$82.7K1,0420.0%
CVS HEALTH Corp—$82.2K1,0360.0%
VEEVA SYSTEMS INC—$80.6K3610.0%
ANALOG DEVICES INC—$80.5K2970.0%
ASML HOLDING N V—$80.2K750.0%
Medtronic plc—$80.1K8340.0%
AUTONATION, INC.—$79.5K3850.0%
Marvell Technology, Inc.—$78.2K9200.0%
Penumbra Inc—$78.0K2510.0%
PINTEREST, INC.—$77.9K3,0090.0%
ZEBRA TECHNOLOGIES CORP—$77.7K3200.0%
Ferguson Enterprises Inc. /DE—$77.7K3490.0%
AT&T INC.—$76.9K3,0950.0%
Chewy, Inc.—$76.6K2,3190.0%
American Tower Corp—$76.0K4330.0%
Lamar Advertising Co—$75.9K6000.0%
BioMarin Pharmaceutical Inc—$75.4K1,2680.0%
10x Genomics, Inc.—$75.2K4,6090.0%
HUNTINGTON INGALLS INDUSTRIES, INC.—$75.2K2210.0%
ZoomInfo Technologies Inc.—$74.3K7,3080.0%
QUALCOMM INC/DE—$73.2K4280.0%
US BANCORP \DE—$73.1K1,3700.0%
MOHAWK INDUSTRIES INC—$73.0K6680.0%
TWILIO INC—$73.0K5130.0%
GLOBE LIFE INC.—$71.8K5140.0%
Hilton Worldwide Holdings Inc.—$71.8K2500.0%
STERIS plc—$71.7K2830.0%
Seagate Technology Holdings PLC—$71.6K2600.0%
TEXTRON INC—$71.5K8200.0%
East West Bancorp Inc—$70.8K6300.0%
OLD REPUBLIC INTERNATIONAL CORP—$70.7K1,5500.0%
NetApp Inc—$70.4K6570.0%
REINSURANCE GROUP OF AMERICA INC—$70.2K3450.0%
DuPont de Nemours, Inc.—$70.1K1,7440.0%
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