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True Wealth Design, LLC

All holdings · as of Dec 31, 2025

2,556 positions

CompanyClassValueShares% of portfolio
Mastercard Inc—$57.3K1000.0%
Akamai Technologies Inc—$57.1K6540.0%
GENERAL MILLS INC—$56.8K1,2220.0%
Waste Connections Inc—$56.8K3240.0%
STEEL DYNAMICS INC—$55.9K3300.0%
BRIGHT HORIZONS FAMILY SOLUTIONS INC.—$55.5K5470.0%
UNIVERSAL HEALTH SERVICES INC—$55.4K2540.0%
AMGEN INC—$55.3K1690.0%
Axalta Coating Systems Ltd—$55.3K1,7110.0%
NEWS CORP—$54.9K2,1000.0%
OMNICOM GROUP INC.—$54.4K6740.0%
PACKAGING CORP OF AMERICA—$54.3K2630.0%
HP INC—$53.9K2,4210.0%
TORO CO—$53.8K6840.0%
ROSS STORES, INC.—$53.7K2980.0%
EXXON MOBIL CORP—$53.0K4400.0%
EVEREST GROUP, LTD.—$52.9K1560.0%
MGM Resorts International—$52.9K1,4500.0%
Netflix Inc—$52.9K5640.0%
COSTCO WHOLESALE CORP /NEW—$52.6K610.0%
ROBERT HALF INC.—$52.3K1,9240.0%
HCA Healthcare, Inc.—$52.2K1120.0%
Consolidated Edison Inc—$51.7K5210.0%
Comcast Corp.—$51.4K1,7180.0%
Cloudflare, Inc.—$51.3K2600.0%
CNH Industrial N.V.—$51.2K5,5520.0%
MITSUBISHI UFJ FINANCIAL GROUP INCMUFGADR$50.8K3,2020.0%
Allison Transmission Holdings Inc—$50.5K5160.0%
DoorDash, Inc.—$50.5K2230.0%
Host Hotels & Resorts Inc—$50.4K2,8440.0%
VANGUARD SPECIALIZED FUNDS—$49.9K2270.0%
Fidelity National Financial Inc—$49.6K9090.0%
ABBOTT LABORATORIES—$49.6K3960.0%
Gitlab Inc.—$49.6K1,3210.0%
Valmont Industries Inc—$49.5K1230.0%
NEXTERA ENERGY INC—$49.5K6160.0%
SYNOVUS FINL CORP—$49.3K9850.0%
Woodward Inc—$49.3K1630.0%
NNN REIT, INC.—$49.0K1,2370.0%
Williams Cos Inc/The—$49.0K8150.0%
Welltower, Inc.—$48.8K2630.0%
WASTE MANAGEMENT INC—$48.5K2210.0%
Qnity Electronics, Inc.—$48.5K5940.0%
Otis Worldwide Corp—$48.3K5530.0%
BHP Group LtdBHPADR$48.2K7990.0%
Aramark—$48.2K1,3080.0%
Union Pacific Corp—$47.9K2070.0%
WELLS FARGO & COMPANY/MN—$47.8K5130.0%
APPLIED MATERIALS INC /DE—$47.8K1860.0%
Morgan Stanley—$47.4K2670.0%
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