True Wealth Design, LLC New Holdings in Q4 2025

True Wealth Design, LLC

  • $341 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
Vanguard Malvern Fds
9.16K
New
N/A
9.16K $713M
DGRO
Ishares Core Dividend Growth E

ETFs
3.79K
New
$66.93 - $69.17 $253K - $262K
3.79K $263M
IGRO
Ishares Tr International Divid

ETFs
2.94K
New
$78.71 - $81.58 $231K - $240K
2.94K $243M
Vanguard Mun Bd Fds
2.03K
New
N/A
2.03K $210M
Wedbush Ser Tr
6.17K
New
N/A
6.17K $195M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
1K
New
$161.21 - $171.97 $161K - $172K
1K $168M
FDS
Factset Research Systems Inc

Financial Services
398
New
$253.62 - $294.11 $101K - $117K
398 $115M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
610
New
$99.87 - $101.27 $60.9K - $61.8K
610 $60.9M
Qnity Electronics Inc
594
New
N/A
594 $48.5M
Viking Holdings LTD
585
New
N/A
585 $41.8M
IWB
Ishares Tr Russell 1000 ETF

ETFs
86
New
$358.39 - $376.54 $30.8K - $32.4K
86 $32.1M
IWR
Ishares Russell Mid Cap ETF

ETFs
245
New
$94.02 - $97.61 $23K - $23.9K
245 $23.6M
GT
Goodyear Tire & Rubber CO

Consumer Cyclical
1.91K
New
$6.71 - $8.04 $12.8K - $15.4K
1.91K $16.7M
VUG
Vanguard Growth ETF

ETFs
33
New
$470.44 - $504.26 $15.5K - $16.6K
33 $16.1M
TOTB.DE
Total Energies Se

Energy
223
New
N/A
223 $14.6M
SAIA
Saia Inc

Industrials
39
New
$267.92 - $322.39 $10.4K - $12.6K
39 $12.7M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
300
New
$37.19 - $37.8 $11.2K - $11.3K
300 $11.2M
PENN
Penn National Gaming Inc

Consumer Cyclical
735
New
$14.54 - $19.14 $10.7K - $14.1K
735 $10.8M
FICO
Fair Isaac Corp

Technology
4
New
$1512.71 - $1879.55 $6.05K - $7.52K
4 $6.76M
Biohaven LTD
551
New
N/A
551 $6.22M
INTA
Intapp, Inc.

Technology
117
New
$36.57 - $43.07 $4.28K - $5.04K
117 $5.36M
Niq Global Intelligence PLC
293
New
N/A
293 $4.83M
AGL
Agilon Health, Inc.

Healthcare
6.34K
New
$0.58 - $1.13 $3.68K - $7.16K
6.34K $4.37M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
34
New
$114.27 - $121.15 $3.89K - $4.12K
34 $4.09M
MATX
Matson, Inc.

Industrials
31
New
$88.05 - $110.86 $2.73K - $3.44K
31 $3.83M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
49
New
$75.19 - $77.98 $3.68K - $3.82K
49 $3.8M
ICHR
Ichor Holdings, Ltd.

Technology
192
New
$14.64 - $23.57 $2.81K - $4.53K
192 $3.54M
CWAN
Clearwater Analytics Holdings, Inc.

Technology
126
New
$15.89 - $19.79 $2K - $2.49K
126 $3.04M
ATHM
Autohome Inc.

Communication Services
123
New
$24.09 - $28.81 $2.96K - $3.54K
123 $2.74M
Rubrik Inc.
35
New
N/A
35 $2.68M
SPNT
Sirius Point LTD

Financial Services
107
New
$17.64 - $20.33 $1.89K - $2.18K
107 $2.34M
OMI
Owens & Minor Inc

Healthcare
784
New
$2.8 - $5.51 $2.2K - $4.32K
784 $2.2M
CNS
Cohen & Steers, Inc.

Financial Services
34
New
$64.53 - $71.51 $2.19K - $2.43K
34 $2.14M
Indivior PLC
59
New
N/A
59 $2.12M
ACVA
Acv Auctions Inc.

Consumer Cyclical
257
New
$5.09 - $10.12 $1.31K - $2.6K
257 $2.06M
DEI
Douglas Emmett Inc

Real Estate
186
New
$11.76 - $15.79 $2.19K - $2.94K
186 $2.05M
James Riv Group Holdings Inc
306
New
N/A
306 $1.95M
Magnum Ice Cream CO Nv
121
New
N/A
121 $1.92M
Solstice Advanced Matls Inc
38
New
N/A
38 $1.85M
Klaviyo Inc
54
New
N/A
54 $1.75M
ONON
On Holding Ag

Consumer Cyclical
37
New
$34.96 - $43.62 $1.29K - $1.61K
37 $1.72M
Lionsgate Studios Corp
173
New
N/A
173 $1.58M
Onestream Inc
85
New
N/A
85 $1.56M
QTWO
Q2 Holdings, Inc.

Technology
20
New
$59.26 - $73.41 $1.19K - $1.47K
20 $1.44M
OIH
Vaneck ETF Tr Oil Services ETF

ETFs
5
New
$242.45 - $294.48 $1.21K - $1.47K
5 $1.42M
BRZE
Braze, Inc.

Technology
36
New
$25.97 - $29.37 $935 - $1.06K
36 $1.24M
HASI
Hannon Armstrong Sustainable Infrastructure Capital, Inc.

Real Estate
37
New
$27.71 - $34.0 $1.03K - $1.26K
37 $1.16M
MGNI
Magnite, Inc.

Communication Services
66
New
$14.15 - $20.39 $934 - $1.35K
66 $1.07M
Sinclair Inc
64
New
N/A
64 $980K
Activity Summary
Buys All Purchases 1099 New Holdings 177 Increased Positions 922 Sells All Sells 997 Reductions 997 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track True Wealth Design, LLC Portfolio

Follow True Wealth Design, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of True Wealth Design, LLC, based on Form 13F filings with the SEC.

News

Stay updated on True Wealth Design, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email