True Wealth Design, LLC Portfolio Holdings

True Wealth Design, LLC

  • $341 Billion
  • Q4 2025

True Wealth Design, LLC has filed its 13F form on January 08, 2026 for Q4 2025 where it was disclosed a total value porftolio of $341 Billion distributed in 2556 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ea Series Trust with a value of $54.8B, Dimensional ETF Tr U S Core Eq with a value of $54B, Dimensional ETF Tr Dimensional with a value of $36.1B, Dimensional ETF Tr Dimensional with a value of $26.4B, and Dimensional ETF Tr Emerging Mk with a value of $23.8B.

Examining the 13F form we can see an increase of $13.9B in the current position value, from $327B to 341B.

True Wealth Design, LLC is based out at Akron, OH

Below you can find more details about True Wealth Design, LLC portfolio as well as his latest detailed transactions.

Portfolio value $341 Billion
ETFs: $205 Billion
Technology: $12.8 Billion
Industrials: $8.88 Billion
Consumer Cyclical: $7 Billion
Financial Services: $6.96 Billion
Healthcare: $6.42 Billion
Communication Services: $2.56 Billion
Consumer Defensive: $2.55 Billion
Other: $6.07 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$9.3B
$19.2 Million 0.01% of portfolio
411
Q4 2025 Added 608.62%
$43.2B
$26.3 Million 0.01% of portfolio
29
Q3 2025 Added 61.11%
$87.8B
$21.5 Million 0.01% of portfolio
42
Q4 2025 Reduced 10.64%
$270B
$47.4 Million 0.01% of portfolio
267
Q4 2025 Reduced 3.26%
$9B
$37.4 Million 0.01% of portfolio
172
Q4 2025 Added 120.51%
$45.2B
$31.6 Million 0.01% of portfolio
55
Q4 2025 Reduced 60.71%
$8.06B
$19 Million 0.01% of portfolio
47
Q4 2025 Added 683.33%
$7.41B
$21.5 Million 0.01% of portfolio
268
Q4 2025 Reduced 43.93%
$56.6B
$22.9 Million 0.01% of portfolio
296
Q4 2025 Added 0.68%
$1.96B
$23.7 Million 0.01% of portfolio
875
Q4 2025 Added 12.04%
$168B
$49.5 Million 0.01% of portfolio
616
Q4 2025 Reduced 1.44%
$1.38B
$24.6 Million 0.01% of portfolio
656
Q3 2025 Added 5.47%
$7.3B
$49 Million 0.01% of portfolio
1,237
Q4 2025 Reduced 31.96%
$22.2B
$21.5 Million 0.01% of portfolio
2,568
Q4 2025 Added 31.29%
$26.6B
$42.9 Million 0.01% of portfolio
314
Q4 2025 Added 98.73%
$86.7B
$35.1 Million 0.01% of portfolio
61
Q4 2025 Reduced 6.15%
$109B
$18.2 Million 0.01% of portfolio
358
Q4 2025 Reduced 19.19%
$17.7B
$45 Million 0.01% of portfolio
441
Q4 2025 Reduced 0.45%
$51.8B
$39.7 Million 0.01% of portfolio
183
Q4 2025 Reduced 8.5%
$12.7B
$18.1 Million 0.01% of portfolio
209
Q4 2025 Reduced 79.98%
$20.3B
$17.2 Million 0.01% of portfolio
318
Q4 2025 Added 0.32%
$7.32B
$23.6 Million 0.01% of portfolio
349
Q4 2025 Added 63.08%
$6.36B
$17.5 Million 0.01% of portfolio
111
Q4 2025 Added 16.84%
$6.07B
$22.2 Million 0.01% of portfolio
201
Q4 2025 Reduced 0.99%
$8.15B
$30.9 Million 0.01% of portfolio
246
Q4 2025 Reduced 9.23%
$37B
$48.3 Million 0.01% of portfolio
553
Q4 2025 Reduced 34.94%
$33.2B
$39.9 Million 0.01% of portfolio
364
Q4 2025 Added 61.06%
$2.35B
$23.2 Million 0.01% of portfolio
2,217
Q4 2025 Reduced 36.46%
$8.56B
$19.2 Million 0.01% of portfolio
310
Q4 2025 Reduced 36.08%
$9.97B
$25 Million 0.01% of portfolio
157
Q4 2025 Added 946.67%
$4.04B
$22.5 Million 0.01% of portfolio
631
Q4 2025 Added 10.7%
$3.73B
$23.5 Million 0.01% of portfolio
371
Q3 2025 Added 375.64%
$8.39B
$38.9 Million 0.01% of portfolio
312
Q4 2025 Reduced 11.36%
$22.8B
$17.8 Million 0.01% of portfolio
174
Q4 2025 Reduced 32.3%
$21.1B
$45.1 Million 0.01% of portfolio
511
Q4 2025 Added 87.87%
$114B
$33.4 Million 0.01% of portfolio
262
Q4 2025 Added 87.14%
$5.39B
$17.4 Million 0.01% of portfolio
229
Q3 2025 Added 21.81%
$48.1B
$24.9 Million 0.01% of portfolio
96
Q4 2025 Reduced 73.55%
$27B
$39.4 Million 0.01% of portfolio
336
Q4 2025 Reduced 5.62%
$8.77B
$41.2 Million 0.01% of portfolio
487
Q4 2025 Added 17.07%
$15.6B
$25.7 Million 0.01% of portfolio
148
Q4 2025 Reduced 4.52%
$10.5B
$38.4 Million 0.01% of portfolio
418
Q4 2025 Reduced 0.48%
$10.1B
$26.6 Million 0.01% of portfolio
753
Q4 2025 Reduced 25.15%
$11.9B
$20.9 Million 0.01% of portfolio
303
Q4 2025 Added 80.36%
$5.08B
$29 Million 0.01% of portfolio
1,267
Q4 2025 Added 31.16%
$205B
$39.2 Million 0.01% of portfolio
230
Q4 2025 Added 9.52%
$17.1B
$41 Million 0.01% of portfolio
1,060
Q4 2025 Reduced 2.84%
$13.8B
$34.2 Million 0.01% of portfolio
329
Q4 2025 Added 996.67%
$159B
$42.9 Million 0.01% of portfolio
82
Q4 2025 Reduced 45.33%

Summary

  • Portfolio
  • No. of Stocks 2,556
  • Current Value $341 Billion
  • Prior Value $327 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 08, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 177 stocks
  • Additional Purchases 922 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 997 stocks
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