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
$181B
$166 Million 0.05% of portfolio
5,895
Q3 2025 Added 3.79%
$191B
$159 Million 0.05% of portfolio
29
Q3 2025 Added 38.1%
$100B
$176 Million 0.05% of portfolio
653
Q3 2025 Reduced 7.77%
$21.2B
$148 Million 0.05% of portfolio
272
Q3 2025 Added 65.85%
$16.9B
$164 Million 0.05% of portfolio
1,220
Q3 2025 Added 80.47%
$19B
$177 Million 0.05% of portfolio
1,865
Q3 2025 Added 27.83%
$23.2B
$152 Million 0.05% of portfolio
1,797
Q3 2025 Added 65.17%
$81.8B
$174 Million 0.05% of portfolio
1,585
Q3 2025 Added 2.32%
$881B
$166 Million 0.05% of portfolio
525
Q3 2025 Added 26.51%
$7.96B
$159 Million 0.05% of portfolio
7,223
Q3 2025 Added 30.38%
$11.1B
$173 Million 0.05% of portfolio
846
Q3 2025 Added 51.07%
$10B
$152 Million 0.05% of portfolio
4,960
Q3 2025 Added 43.85%
$15.2B
$164 Million 0.05% of portfolio
2,202
Q3 2025 Added 36.52%
$32.8B
$157 Million 0.05% of portfolio
10,435
Q3 2025 Added 13,630.26%
$237B
$163 Million 0.05% of portfolio
1,006
Q3 2025 Added 44.54%
$68.5B
$160 Million 0.05% of portfolio
1,177
Q3 2025 Added 91.07%
$14.2B
$177 Million 0.05% of portfolio
565
Q3 2025 Added 16.74%
$19.5B
$163 Million 0.05% of portfolio
4,138
Q3 2025 Added 84.07%
$14.8B
$167 Million 0.05% of portfolio
1,210
Q3 2025 Added 35.65%
$27.1B
$155 Million 0.05% of portfolio
283
Q3 2025 Added 20.43%
$300B
$178 Million 0.05% of portfolio
514
Q3 2025 Added 41.21%
$42.8B
$147 Million 0.05% of portfolio
492
Q3 2025 Added 25.51%
$414B
$125 Million 0.04% of portfolio
542
Q3 2025 Added 35.16%
$7.1B
$125 Million 0.04% of portfolio
14,358
Q3 2025 Added 126.54%
$46.9B
$141 Million 0.04% of portfolio
1,157
Q3 2025 Added 94.78%
$163B
$127 Million 0.04% of portfolio
177
Q3 2025 Added 405.71%
$17B
$133 Million 0.04% of portfolio
1,759
Q3 2025 Added 175.27%
$20.6B
$129 Million 0.04% of portfolio
3,628
Q3 2025 Added 443.11%
$404B
$138 Million 0.04% of portfolio
149
Q3 2025 Reduced 9.15%
$34.7B
$116 Million 0.04% of portfolio
817
Q3 2025 Added 28.06%
$193B
$128 Million 0.04% of portfolio
1,122
Q3 2025 Added 1.17%
$19.9B
$130 Million 0.04% of portfolio
1,675
Q3 2025 Added 34.75%
$73.7B
$118 Million 0.04% of portfolio
430
Q3 2025 Added 22.86%
$22.4B
$130 Million 0.04% of portfolio
2,353
Q3 2025 Added 731.45%
$971B
$115 Million 0.04% of portfolio
151
Q3 2025 Added 1.34%
$7.23B
$143 Million 0.04% of portfolio
2,149
Q3 2025 Added 36.7%
$94.5B
$122 Million 0.04% of portfolio
359
Q3 2025 Added 488.52%
$18.7B
$135 Million 0.04% of portfolio
588
Q3 2025 Added 42.72%
$41B
$124 Million 0.04% of portfolio
653
Q3 2025 Added 17.03%
$13.1B
$115 Million 0.04% of portfolio
488
Q3 2025 Added 19.02%
$8.03B
$143 Million 0.04% of portfolio
748
Q3 2025 Added 73.55%
$24.2B
$119 Million 0.04% of portfolio
383
Q3 2025 Added 85.02%
$13.9B
$134 Million 0.04% of portfolio
951
Q3 2025 Added 178.07%
$61.4B
$115 Million 0.04% of portfolio
566
Q3 2025 Added 24.12%
$6.81B
$128 Million 0.04% of portfolio
1,362
Q3 2025 Added 215.28%
$5.02B
$138 Million 0.04% of portfolio
1,132
Q3 2025 Added 261.66%
$20.8B
$120 Million 0.04% of portfolio
591
Q3 2025 Added 129.96%
$67.3B
$116 Million 0.04% of portfolio
414
Q3 2025 Added 78.45%
$19.2B
$118 Million 0.04% of portfolio
1,442
Q3 2025 Added 6.89%

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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