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
$21.7B
$49.4 Million 0.02% of portfolio
494
Q3 2025 Added 6.47%
$37.1B
$81 Million 0.02% of portfolio
404
Q3 2025 Added 5.76%
$85.9B
$56.6 Million 0.02% of portfolio
256
Q3 2025 Added 20.19%
$89.8B
$66.5 Million 0.02% of portfolio
373
Q3 2025 Added 2,231.25%
$19.3B
$57.7 Million 0.02% of portfolio
220
Q3 2025 Added 2,650.0%
$74.3B
$70.6 Million 0.02% of portfolio
1,114
Q3 2025 Added 440.78%
$44.1B
$77.8 Million 0.02% of portfolio
965
Q3 2025 Added 1.37%
$18.9B
$63 Million 0.02% of portfolio
640
Q3 2025 Added 36.75%
$55.6B
$52.1 Million 0.02% of portfolio
356
Q3 2025 Reduced 11.44%
$3.45B
$23.1 Million 0.01% of portfolio
270
Q3 2025 Added 2,900.0%
$11B
$36.5 Million 0.01% of portfolio
106
Q3 2025 Added 5,200.0%
$33.6B
$18.9 Million 0.01% of portfolio
156
Q3 2025 New
$16.2B
$19.5 Million 0.01% of portfolio
267
Q3 2025 Added 662.86%
$72.3B
$25.1 Million 0.01% of portfolio
225
Q3 2025 Added 188.46%
$76.5B
$26 Million 0.01% of portfolio
154
Q3 2025 Added 381.25%
$7.09B
$29.4 Million 0.01% of portfolio
462
Q3 2025 Added 2,980.0%
$10.7B
$18.9 Million 0.01% of portfolio
151
Q3 2025 Reduced 2.58%
$7.87B
$38.4 Million 0.01% of portfolio
452
Q3 2025 Added 93.16%
$3.29B
$23.6 Million 0.01% of portfolio
1,381
Q3 2025 Added 10.57%
$47B
$30 Million 0.01% of portfolio
61
Q3 2025 Added 35.56%
$5.06B
$32.5 Million 0.01% of portfolio
443
Q3 2025 Added 8.05%
$183B
$47.8 Million 0.01% of portfolio
169
Q3 2025 Reduced 6.11%
$10.3B
$37.2 Million 0.01% of portfolio
1,108
Q3 2025 Added 29.14%
$2.23B
$21.4 Million 0.01% of portfolio
946
Q3 2025 Added 66.84%
$8.73B
$24.5 Million 0.01% of portfolio
714
Q3 2025 Added 50.32%
$197B
$36.7 Million 0.01% of portfolio
179
Q3 2025 Added 68.87%
$33.4B
$20.4 Million 0.01% of portfolio
565
Q3 2025 Added 1,612.12%
$4.88B
$25.1 Million 0.01% of portfolio
93
Q3 2025 Added 8.14%
$5.42B
$20 Million 0.01% of portfolio
236
Q3 2025 Reduced 5.98%
$277B
$20.6 Million 0.01% of portfolio
269
Q3 2025 Added 118.7%
$10.5B
$35.3 Million 0.01% of portfolio
286
Q3 2025 Added 10.42%
$104B
$18.8 Million 0.01% of portfolio
64
Q3 2025 Added 88.24%
$4.74B
$36.7 Million 0.01% of portfolio
433
Q2 2025 Added 120.92%
$48.8B
$38.7 Million 0.01% of portfolio
795
Q3 2025 Added 2.98%
$181B
$27.5 Million 0.01% of portfolio
2,622
Q3 2025 New
$83.6B
$28 Million 0.01% of portfolio
215
Q3 2025 New
$5.22B
$29 Million 0.01% of portfolio
568
Q3 2025 Added 146.96%
$86B
$31.2 Million 0.01% of portfolio
1,507
Q3 2025 New
$3.65B
$44.4 Million 0.01% of portfolio
1,221
Q3 2025 Added 4,110.34%
$138B
$42.1 Million 0.01% of portfolio
755
Q3 2025 Added 229.69%
$24.1B
$32.6 Million 0.01% of portfolio
233
Q3 2025 Added 62.94%
$2.33B
$24.3 Million 0.01% of portfolio
437
Q3 2025 Added 149.71%
$12.7B
$16.4 Million 0.01% of portfolio
176
Q3 2025 Reduced 40.54%
$114B
$45.9 Million 0.01% of portfolio
213
Q3 2025 Added 5.45%
$147B
$40.3 Million 0.01% of portfolio
413
Q3 2025 Added 95.73%
$8.52B
$46 Million 0.01% of portfolio
532
Q3 2025 Added 162.07%
$5.75B
$18.9 Million 0.01% of portfolio
174
Q3 2025 Added 27.01%
$99.5B
$48.4 Million 0.01% of portfolio
1,074
Q3 2025 Added 678.26%
$123B
$28.7 Million 0.01% of portfolio
540
Q3 2025 New

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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