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
$279B
$23.8 Million 0.01% of portfolio
98
Q4 2025 Reduced 25.19%
$1.65B
$22.6 Million 0.01% of portfolio
1,051
Q4 2025 Added 200.29%
$21.3B
$33.9 Million 0.01% of portfolio
175
Q4 2025 Reduced 4.37%
$167B
$26.8 Million 0.01% of portfolio
268
Q4 2025 Reduced 44.74%
$1.62B
$22.3 Million 0.01% of portfolio
-
Q4 2025 Reduced 2.27%
$4.73B
$34.3 Million 0.01% of portfolio
410
Q4 2025 Added 45.91%
$4.66B
$41.7 Million 0.01% of portfolio
1,253
Q4 2025 Added 10.4%
$270B
$25.1 Million 0.01% of portfolio
342
Q4 2025 Reduced 6.81%
$86.1B
$30.1 Million 0.01% of portfolio
93
Q4 2025 Reduced 13.89%
$4.67B
$26.1 Million 0.01% of portfolio
315
Q4 2025 Reduced 0.32%
$59.8B
$24.8 Million 0.01% of portfolio
134
Q4 2025 Added 8.06%
$5.79B
$24.8 Million 0.01% of portfolio
199
Q4 2025 Added 541.94%
$8.21B
$44.7 Million 0.01% of portfolio
668
Q4 2025 Added 8.97%
$17.5B
$30 Million 0.01% of portfolio
87
Q4 2025 Added 38.1%
$22.2B
$33.7 Million 0.01% of portfolio
1,286
Q4 2025 Reduced 1.15%
$2.11B
$19.5 Million 0.01% of portfolio
1,112
Q4 2025 Added 1.83%
$4.42B
$32.3 Million 0.01% of portfolio
1,830
Q4 2025 Added 389.3%
$2.33B
$21 Million 0.01% of portfolio
355
Q4 2025 Reduced 1.93%
$21.3B
$36.5 Million 0.01% of portfolio
417
Q4 2025 Added 7.75%
$42.9B
$33 Million 0.01% of portfolio
256
Q4 2025 Added 1.19%
$120B
$30 Million 0.01% of portfolio
1,551
Q4 2025 Reduced 2.08%
$6.8B
$49.3 Million 0.01% of portfolio
985
Q4 2025 Added 14.14%
$44.4B
$28.3 Million 0.01% of portfolio
1,818
Q4 2025 Reduced 32.94%
$39.1B
$36.4 Million 0.01% of portfolio
142
Q4 2025 Added 91.89%
$41.4B
$34.7 Million 0.01% of portfolio
355
Q4 2025 Added 168.94%
$2.8B
$17.6 Million 0.01% of portfolio
579
Q4 2025 Added 50.0%
$26.6B
$40.8 Million 0.01% of portfolio
211
Q4 2025 Added 49.65%
$1.93B
$29.5 Million 0.01% of portfolio
880
Q4 2025 Reduced 13.04%
$82.8B
$43.5 Million 0.01% of portfolio
158
Q4 2025 Added 116.44%
$222B
$24.7 Million 0.01% of portfolio
43
Q4 2025 Added 2.38%
$13.6B
$23.8 Million 0.01% of portfolio
57
Q4 2025 Reduced 1.72%
$148B
$31.3 Million 0.01% of portfolio
332
Q3 2025 New
$272B
$24.8 Million 0.01% of portfolio
116
Q4 2025 Added 5.45%
$15.3B
$31.5 Million 0.01% of portfolio
367
Q4 2025 Added 200.82%
$3.22B
$18.3 Million 0.01% of portfolio
583
Q4 2025 Reduced 10.31%
$59.5B
$23.6 Million 0.01% of portfolio
479
Q4 2025 Reduced 3.04%
$33.8B
$21 Million 0.01% of portfolio
38
Q2 2025 Added 18.75%
$124B
$19.9 Million 0.01% of portfolio
429
Q4 2025 Reduced 26.54%
$7.29B
$17.7 Million 0.01% of portfolio
474
Q4 2025 Reduced 0.84%
$6.55B
$21.5 Million 0.01% of portfolio
1,314
Q4 2025 Added 0.15%
$136B
$47.9 Million 0.01% of portfolio
207
Q4 2025 Added 3.5%
$15.4B
$47.1 Million 0.01% of portfolio
608
Q4 2025 Added 3.58%
$5.67B
$17.3 Million 0.01% of portfolio
230
Q4 2025 Reduced 1.29%
$5.82B
$29.1 Million 0.01% of portfolio
1,610
Q4 2025 Added 361.32%
$5.47B
$33.3 Million 0.01% of portfolio
2,847
Q4 2025 Reduced 0.25%
$8.49B
$49.5 Million 0.01% of portfolio
123
Q4 2025 Reduced 0.81%
$31.2B
$44 Million 0.01% of portfolio
569
Q4 2025 Added 32.02%
$33.9B
$19.9 Million 0.01% of portfolio
89
Q4 2025 Added 187.1%
$172B
$19.9 Million 0.01% of portfolio
489
Q4 2025 Reduced 18.64%

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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