True Wealth Design, LLC Portfolio Holdings

True Wealth Design, LLC

  • $327 Billion
  • Q3 2025

True Wealth Design, LLC has filed its 13F form on October 21, 2025 for Q3 2025 where it was disclosed a total value porftolio of $327 Billion distributed in 2712 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $53.4B, Ea Series Trust with a value of $52.3B, Dimensional ETF Tr Dimensional with a value of $35.2B, Dimensional ETF Tr Dimensional with a value of $26.6B, and Dimensional ETF Tr Emerging Mk with a value of $23.6B.

Examining the 13F form we can see an increase of $43.4B in the current position value, from $284B to 327B.

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 $327 Billion
ETFs: $198 Billion
Technology: $13 Billion
Industrials: $8.03 Billion
Consumer Cyclical: $6.26 Billion
Financial Services: $6.12 Billion
Healthcare: $5.52 Billion
Communication Services: $2.96 Billion
Consumer Defensive: $2.63 Billion
Other: $6.14 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
-
$2.13 Billion 0.65% of portfolio
-
Q3 2025 Added 0.53%
$4.3T
$2.11 Billion 0.64% of portfolio
8,275
Q3 2025 Added 11.09%
$465B
$1.15 Billion 0.35% of portfolio
6,152
Q3 2025 Added 48.17%
$3.78T
$777 Million 0.24% of portfolio
1,501
Q3 2025 Added 35.35%
$16.3B
$570 Million 0.17% of portfolio
3,094
Q2 2025 Reduced 0.45%
-
$546 Million 0.17% of portfolio
-
Q3 2025 Reduced 0.49%
$1.65T
$493 Million 0.15% of portfolio
2,028
Q3 2025 Added 25.19%
$2.39T
$502 Million 0.15% of portfolio
2,287
Q3 2025 Added 21.01%
$55.8B
$445 Million 0.14% of portfolio
3,211
Q3 2025 Added 10.08%
$328B
$409 Million 0.13% of portfolio
1,360
Q3 2025 Added 30.52%
$79.6B
$387 Million 0.12% of portfolio
3,131
Q3 2025 Added 35.6%
$291B
$377 Million 0.12% of portfolio
789
Q3 2025 Reduced 1.74%
$32.5B
$390 Million 0.12% of portfolio
473
Q3 2025 Added 22.86%
$139B
$346 Million 0.11% of portfolio
1,048
Q3 2025 Added 38.26%
-
$347 Million 0.11% of portfolio
-
Q3 2025 Added 3.49%
$123B
$325 Million 0.1% of portfolio
650
Q3 2025 Added 23.34%
$279B
$325 Million 0.1% of portfolio
3,155
Q3 2025 Added 167.6%
$40.2B
$286 Million 0.09% of portfolio
1,337
Q3 2025 Added 109.56%
$102B
$303 Million 0.09% of portfolio
2,116
Q3 2025 Reduced 12.99%
$26.8B
$311 Million 0.09% of portfolio
1,111
Q3 2025 Added 49.73%
$2.71B
$303 Million 0.09% of portfolio
5,452
Q3 2025 Reduced 8.25%
$151B
$271 Million 0.08% of portfolio
767
Q3 2025 Added 651.96%
$75.4B
$246 Million 0.08% of portfolio
1,877
Q3 2025 Reduced 6.71%
$522B
$262 Million 0.08% of portfolio
1,412
Q3 2025 Added 39.25%
$224B
$264 Million 0.08% of portfolio
870
Q3 2025 Added 5.2%
$593B
$273 Million 0.08% of portfolio
972
Q3 2025 Added 19.56%
$107B
$273 Million 0.08% of portfolio
360
Q2 2025 Reduced 7.69%
$204B
$270 Million 0.08% of portfolio
1,921
Q3 2025 Added 42.19%
$662B
$242 Million 0.07% of portfolio
481
Q3 2025 Added 27.59%
$190B
$245 Million 0.07% of portfolio
2,409
Q3 2025 Added 10.05%
$100B
$235 Million 0.07% of portfolio
3,846
Q3 2025 Added 108.91%
$84.4B
$223 Million 0.07% of portfolio
1,136
Q3 2025 Added 4.12%
$143B
$239 Million 0.07% of portfolio
7,130
Q3 2025 Added 114.57%
$235B
$236 Million 0.07% of portfolio
2,817
Q3 2025 Added 219.03%
$346B
$241 Million 0.07% of portfolio
1,572
Q3 2025 Added 40.73%
$82.2B
$216 Million 0.07% of portfolio
958
Q3 2025 Added 9.24%
$41.2B
$214 Million 0.07% of portfolio
719
Q3 2025 Added 62.3%
$1.74T
$212 Million 0.06% of portfolio
870
Q3 2025 Added 65.4%
$53.1B
$195 Million 0.06% of portfolio
615
Q3 2025 Added 1.32%
$77.2B
$203 Million 0.06% of portfolio
957
Q3 2025 Added 48.37%
$23.5B
$205 Million 0.06% of portfolio
5,842
Q3 2025 Added 39.33%
$74.1B
$182 Million 0.06% of portfolio
668
Q3 2025 Reduced 13.92%
$37.2B
$194 Million 0.06% of portfolio
308
Q3 2025 Added 0.33%
$1.37T
$204 Million 0.06% of portfolio
278
Q3 2025 Added 19.31%
$37.6B
$184 Million 0.06% of portfolio
2,734
Q3 2025 Added 93.49%
$342B
$201 Million 0.06% of portfolio
1,102
Q3 2025 Added 57.65%
$1.29T
$211 Million 0.06% of portfolio
474
Q3 2025 Added 37.39%
$21.1B
$188 Million 0.06% of portfolio
2,282
Q3 2025 Added 52.54%
$8.3B
$148 Million 0.05% of portfolio
1,771
Q3 2025 Added 33.56%

Summary

  • Portfolio
  • No. of Stocks 2,712
  • Current Value $327 Billion
  • Prior Value $284 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 21, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 361 stocks
  • Additional Purchases 1,321 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 447 stocks
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