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
$55.7B
$39.2 Million 0.01% of portfolio
257
Q3 2025 Added 151.96%
$205B
$30.9 Million 0.01% of portfolio
210
Q3 2025 New
$17.1B
$38.5 Million 0.01% of portfolio
1,091
Q3 2025 Added 27.01%
$237B
$22.9 Million 0.01% of portfolio
97
Q3 2025 Added 11.49%
$279B
$35 Million 0.01% of portfolio
131
Q3 2025 Added 424.0%
$21.3B
$35.5 Million 0.01% of portfolio
183
Q3 2025 Reduced 50.94%
$167B
$46.3 Million 0.01% of portfolio
485
Q3 2025 Added 178.74%
$4.89B
$25.6 Million 0.01% of portfolio
258
Q3 2025 Reduced 26.07%
$3.65B
$16.6 Million 0.01% of portfolio
297
Q3 2025 Added 14.23%
$1.62B
$19.9 Million 0.01% of portfolio
-
Q3 2025 Added 2.17%
$4.73B
$22.8 Million 0.01% of portfolio
281
Q3 2025 Added 226.74%
$4.66B
$34.7 Million 0.01% of portfolio
1,135
Q3 2025 Added 62.61%
$169B
$34.9 Million 0.01% of portfolio
38
Q3 2025 Added 52.0%
$270B
$26.3 Million 0.01% of portfolio
367
Q3 2025 Added 100.55%
$86.1B
$37.3 Million 0.01% of portfolio
108
Q3 2025 Added 129.79%
$4.67B
$30.3 Million 0.01% of portfolio
316
Q3 2025 Added 0.32%
$59.8B
$23.2 Million 0.01% of portfolio
124
Q3 2025 Added 342.86%
$10.7B
$45.7 Million 0.01% of portfolio
594
Q3 2025 Added 204.62%
$6.91B
$37.5 Million 0.01% of portfolio
1,354
Q3 2025 Reduced 1.17%
$8.21B
$45 Million 0.01% of portfolio
613
Q3 2025 Added 37.75%
$11.6B
$24.4 Million 0.01% of portfolio
225
Q3 2025 Added 230.88%
$17.5B
$21.8 Million 0.01% of portfolio
63
Q3 2025 Added 231.58%
$22.2B
$34.4 Million 0.01% of portfolio
1,301
Q3 2025 Added 2.52%
$3.99B
$32.1 Million 0.01% of portfolio
744
Q3 2025 Added 172.53%
$2.11B
$17.3 Million 0.01% of portfolio
1,092
Q3 2025 Added 14.23%
$36B
$39.4 Million 0.01% of portfolio
1,367
Q3 2025 Added 210.68%
$2.33B
$19 Million 0.01% of portfolio
362
Q3 2025 Added 395.89%
$123B
$25.8 Million 0.01% of portfolio
37
Q3 2025 Added 23.33%
$21.3B
$34.4 Million 0.01% of portfolio
387
Q3 2025 Added 1.31%
$42.9B
$29.4 Million 0.01% of portfolio
253
Q3 2025 Added 166.32%
$17.2B
$46.6 Million 0.01% of portfolio
334
Q3 2025 Added 3.09%
$12.8B
$20.7 Million 0.01% of portfolio
182
Q3 2025 Added 391.89%
$21.3B
$18.3 Million 0.01% of portfolio
648
Q3 2025 Added 3,140.0%
$120B
$26.5 Million 0.01% of portfolio
1,584
Q3 2025 New
$6.8B
$42.4 Million 0.01% of portfolio
863
Q3 2025 Added 1,817.78%
$44.4B
$39.7 Million 0.01% of portfolio
2,711
Q3 2025 Added 1,262.31%
$39.1B
$19.1 Million 0.01% of portfolio
74
Q3 2025 Added 252.38%
$26.6B
$19.4 Million 0.01% of portfolio
141
Q3 2025 Added 17.5%
$1.93B
$33.8 Million 0.01% of portfolio
1,012
Q3 2025 Added 228.57%
$177B
$19.9 Million 0.01% of portfolio
108
Q3 2025 Added 6.93%
$17.1B
$25.2 Million 0.01% of portfolio
298
Q3 2025 Added 388.52%
$82.8B
$21.1 Million 0.01% of portfolio
73
Q3 2025 Reduced 3.95%
$222B
$20.4 Million 0.01% of portfolio
42
Q3 2025 Added 250.0%
$13.6B
$22.7 Million 0.01% of portfolio
58
Q3 2025 Added 152.17%
$148B
$26.5 Million 0.01% of portfolio
332
Q3 2025 New
$272B
$21 Million 0.01% of portfolio
110
Q3 2025 New
$96.9B
$37.9 Million 0.01% of portfolio
90
Q3 2025 Added 15.38%
$3.5B
$16.4 Million 0.01% of portfolio
317
Q3 2025 Added 3,070.0%
$3.22B
$22.1 Million 0.01% of portfolio
650
Q3 2025 Added 11.11%

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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