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
$11.1B
$16.4 Million 0.01% of portfolio
221
Q3 2025 New
$633M
$26.4 Million 0.01% of portfolio
149
Q3 2025 Added 5.67%
$10.1B
$29.9 Million 0.01% of portfolio
60
Q3 2025 Added 2,900.0%
$86.4B
$29.1 Million 0.01% of portfolio
83
Q3 2025 Added 6.41%
$3.68B
$20.6 Million 0.01% of portfolio
387
Q3 2025 Added 9.32%
$2.51B
$26.3 Million 0.01% of portfolio
573
Q3 2025 Added 50.39%
$10.9B
$34.3 Million 0.01% of portfolio
321
Q3 2025 Added 234.38%
$5.44B
$26.4 Million 0.01% of portfolio
588
Q3 2025 Reduced 66.51%
$3.24B
$17.5 Million 0.01% of portfolio
305
Q3 2025 Added 42.52%
$329M
$19.2 Million 0.01% of portfolio
1,541
Q3 2025 Reduced 0.32%
$16.9B
$34.7 Million 0.01% of portfolio
387
Q3 2025 Added 396.15%
$8.54B
$20.3 Million 0.01% of portfolio
130
Q3 2025 Added 113.11%
$7.46B
$21 Million 0.01% of portfolio
105
Q2 2025 Added 1,650.0%
$3.86B
$16.7 Million 0.01% of portfolio
168
Q3 2025 Added 309.76%
$20.4B
$28.1 Million 0.01% of portfolio
321
Q3 2025 Added 935.48%
$3.71B
$23.3 Million 0.01% of portfolio
240
Q3 2025 Added 23,900.0%
$26.1B
$42.2 Million 0.01% of portfolio
267
Q3 2025 Reduced 1.48%
$19B
$25.4 Million 0.01% of portfolio
124
Q3 2025 Reduced 49.59%
$25.6B
$31.1 Million 0.01% of portfolio
585
Q3 2025 Added 891.53%
$11.1B
$17.4 Million 0.01% of portfolio
75
Q3 2025 Added 7,400.0%
$12.8B
$27.6 Million 0.01% of portfolio
224
Q3 2025 Added 1,020.0%
$12.5B
$23 Million 0.01% of portfolio
496
Q3 2025 Reduced 38.61%
$14.1B
$18.9 Million 0.01% of portfolio
1,738
Q3 2025 Added 7.28%
$306B
$28.7 Million 0.01% of portfolio
432
Q3 2025 Reduced 9.24%
$1.34B
$29.6 Million 0.01% of portfolio
253
Q3 2025 Added 25,200.0%
$65.7B
$18.6 Million 0.01% of portfolio
232
Q3 2025 Added 8.92%
$2.12B
$25.9 Million 0.01% of portfolio
1,005
Q3 2025 Added 612.77%
$120B
$35.5 Million 0.01% of portfolio
1,129
Q3 2025 Reduced 63.46%
$6.92B
$27.3 Million 0.01% of portfolio
477
Q3 2025 Added 2.58%
$8.36B
$29.2 Million 0.01% of portfolio
1,596
Q3 2025 Added 844.38%
$1.82B
$47.8 Million 0.01% of portfolio
1,035
Q3 2025 Reduced 11.01%
$3.29B
$35.8 Million 0.01% of portfolio
1,806
Q3 2025 New
$8.09B
$24.2 Million 0.01% of portfolio
291
Q3 2025 Added 44.78%
$18.8B
$26.3 Million 0.01% of portfolio
821
Q3 2025 Reduced 2.38%
$47.4B
$26.4 Million 0.01% of portfolio
390
Q3 2025 Added 209.52%
$21B
$36.6 Million 0.01% of portfolio
1,549
Q3 2025 Added 23.23%
$44.9B
$19.3 Million 0.01% of portfolio
600
Q2 2025 Added 372.44%
$1.24B
$19.9 Million 0.01% of portfolio
1,703
Q3 2025 Added 0.41%
$21.2B
$29.3 Million 0.01% of portfolio
201
Q3 2025 Added 7.49%
$115B
$35 Million 0.01% of portfolio
71
Q3 2025 Added 1.43%
$73.4B
$44.2 Million 0.01% of portfolio
1,246
Q3 2025 Reduced 2.88%
$8.22B
$32.7 Million 0.01% of portfolio
805
Q3 2025 Added 15.99%
$7.87B
$27.6 Million 0.01% of portfolio
218
Q1 2025 Added 6.34%
$21.3B
$18.7 Million 0.01% of portfolio
98
Q3 2025 Reduced 27.41%
$2.2B
$25.7 Million 0.01% of portfolio
254
Q3 2025 Added 2,440.0%
$2.27B
$45.1 Million 0.01% of portfolio
3,557
Q3 2025 Added 49.71%
$75.2B
$24 Million 0.01% of portfolio
679
Q3 2025 New
$12B
$20.2 Million 0.01% of portfolio
91
Q3 2025 Added 911.11%
$4.04B
$21.4 Million 0.01% of portfolio
296
Q3 2025 Reduced 7.79%

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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