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True Wealth Design, LLC

All holdings · as of Dec 31, 2025

2,556 positions

CompanyClassValueShares% of portfolio
ASHLAND INC.—$69.5K1,1850.0%
NEW YORK TIMES CO—$69.1K9950.0%
Tradeweb Markets Inc.—$69.0K6420.0%
HALLIBURTON CO—$68.8K2,4340.0%
Salesforce Inc—$68.6K2590.0%
NOVARTIS AG—$68.4K4960.0%
HANOVER INSURANCE GROUP, INC.—$67.6K3700.0%
VANGUARD INDEX FDS—$67.2K3520.0%
HOME DEPOT, INC.—$67.2K1950.0%
AMETEK Inc—$66.9K3260.0%
PEGASYSTEMS INC—$66.5K1,1130.0%
Dexcom Inc—$66.0K9950.0%
CIRRUS LOGIC, INC.—$65.5K5530.0%
PROSPERITY BANCSHARES INC—$65.3K9450.0%
XCEL ENERGY INC—$65.3K8840.0%
HONEYWELL INTERNATIONAL INC—$65.2K3340.0%
Everpure, Inc.—$65.1K9720.0%
The Boeing Company—$64.7K2980.0%
VANGUARD WORLD FD—$64.4K3480.0%
INTERNATIONAL FLAVORS & FRAGRANCES INC—$64.2K9530.0%
SPDR S&P 500 ETF TR—$64.1K940.0%
Texas Roadhouse, Inc.—$63.7K3840.0%
Nutanix, Inc.—$63.7K1,2320.0%
ARMSTRONG WORLD INDUSTRIES INC—$62.9K3290.0%
ISHARES GOLD TR—$62.9K1,4620.0%
Paylocity Holding Corp—$62.5K4100.0%
KINDER MORGAN, INC.—$61.9K2,2520.0%
TEXAS CAPITAL BANCSHARES INC/TX—$61.8K6830.0%
ISHARES TR—$61.8K5010.0%
Leidos Holdings Inc—$61.7K3420.0%
Alnylam Pharmaceuticals Inc—$61.5K1550.0%
HSBC HOLDINGS PLCHSBCADR$61.4K7800.0%
PENTAIR plc—$61.2K5880.0%
Charter Communications, Inc.—$61.2K2930.0%
AMERICAN INTERNATIONAL GROUP, INC.—$61.1K7140.0%
ISHARES TR—$60.9K6100.0%
Align Technology, Inc.—$60.6K3880.0%
West Pharmaceutical Services Inc—$60.3K2190.0%
NATWEST GROUP PLC—$60.3K3,4430.0%
Ingredion Inc—$60.0K5440.0%
EMCOR Group Inc—$60.0K980.0%
Invesco Ltd.—$59.9K2,2800.0%
Iron Mountain Inc—$59.4K7160.0%
MATTEL INC /DE—$59.3K2,9890.0%
OMEGA HEALTHCARE INVESTORS INC—$59.3K1,3370.0%
STIFEL FINANCIAL CORP—$58.9K4700.0%
ISHARES TR—$58.6K4820.0%
FIRST HORIZON CORP—$58.4K2,4440.0%
MARSH & MCLENNAN COMPANIES, INC.—$58.1K3130.0%
COGNEX CORP—$57.4K1,5960.0%
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