True Wealth Design, LLC Portfolio Holdings

True Wealth Design, LLC

  • $341 Billion
  • Q4 2025

True Wealth Design, LLC has filed its 13F form on January 08, 2026 for Q4 2025 where it was disclosed a total value porftolio of $341 Billion distributed in 2556 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ea Series Trust with a value of $54.8B, Dimensional ETF Tr U S Core Eq with a value of $54B, Dimensional ETF Tr Dimensional with a value of $36.1B, Dimensional ETF Tr Dimensional with a value of $26.4B, and Dimensional ETF Tr Emerging Mk with a value of $23.8B.

Examining the 13F form we can see an increase of $13.9B in the current position value, from $327B to 341B.

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 $341 Billion
ETFs: $205 Billion
Technology: $12.8 Billion
Industrials: $8.88 Billion
Consumer Cyclical: $7 Billion
Financial Services: $6.96 Billion
Healthcare: $6.42 Billion
Communication Services: $2.56 Billion
Consumer Defensive: $2.55 Billion
Other: $6.07 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$13.6B
$29.6 Million 0.01% of portfolio
433
Q4 2025 Added 105.21%
$23.5B
$40 Million 0.01% of portfolio
325
Q4 2025 Reduced 26.47%
$10.5B
$29 Million 0.01% of portfolio
327
Q4 2025 Added 0.62%
$74.1B
$50.5 Million 0.01% of portfolio
223
Q4 2025 Reduced 66.62%
$25.7B
$38.7 Million 0.01% of portfolio
198
Q4 2025 Reduced 49.87%
$8.69B
$20.6 Million 0.01% of portfolio
740
Q4 2025 Reduced 25.48%
$5.67B
$19.3 Million 0.01% of portfolio
110
Q4 2025 Reduced 55.47%
$13.5B
$38.8 Million 0.01% of portfolio
896
Q4 2025 Added 99.55%
$7.7B
$29.8 Million 0.01% of portfolio
167
Q4 2025 Added 3.73%
$140B
$20.1 Million 0.01% of portfolio
63
Q4 2025 Reduced 5.97%
$53.4B
$28.7 Million 0.01% of portfolio
337
Q4 2025 Reduced 6.91%
$55.8B
$24.9 Million 0.01% of portfolio
122
Q4 2025 Reduced 1.61%
$6.27B
$20.4 Million 0.01% of portfolio
815
Q4 2025 Added 4.35%
$78.2B
$27 Million 0.01% of portfolio
77
Q4 2025 Reduced 34.19%
$6.14B
$17.2 Million 0.01% of portfolio
435
Q4 2025 Added 1.4%
$5.59B
$28.3 Million 0.01% of portfolio
193
Q4 2025 Added 1.58%
$3.17B
$18.2 Million 0.01% of portfolio
839
Q4 2025 Added 104.63%
$10.6B
$36.3 Million 0.01% of portfolio
177
Q4 2025 Reduced 10.15%
$3.85B
$34.1 Million 0.01% of portfolio
683
Q4 2025 Added 48.16%
$25.4B
$32.1 Million 0.01% of portfolio
148
Q4 2025 Added 64.44%
$71.5B
$17.6 Million 0.01% of portfolio
23
Q4 2025 Reduced 8.0%
$6.61B
$24.6 Million 0.01% of portfolio
378
Q4 2025 Added 43.18%
$10.4B
$21.1 Million 0.01% of portfolio
550
Q4 2025 Reduced 54.66%
$17.7B
$46.1 Million 0.01% of portfolio
176
Q4 2025 Added 120.0%
$17.6B
$39.6 Million 0.01% of portfolio
546
Q4 2025 Reduced 0.36%
$45.6B
$18.4 Million 0.01% of portfolio
421
Q4 2025 Added 22.74%
$1.31B
$30 Million 0.01% of portfolio
706
Q4 2025 Added 57.24%
$10.4B
$19.2 Million 0.01% of portfolio
174
Q4 2025 Added 5.45%
$17.8B
$18.4 Million 0.01% of portfolio
141
Q4 2025 Reduced 80.42%
$5.57B
$40.9 Million 0.01% of portfolio
2,390
Q4 2025 Added 3.64%
$453M
$37.3 Million 0.01% of portfolio
2,799
Q4 2025 Added 5.03%
$7.85B
$27 Million 0.01% of portfolio
268
Q4 2025 Added 88.73%
$76.2B
$22.9 Million 0.01% of portfolio
62
Q4 2025 Added 342.86%
$16.1B
$49.6 Million 0.01% of portfolio
909
Q4 2025 Reduced 13.51%
$39.1B
$18.9 Million 0.01% of portfolio
284
Q4 2025 Added 3,957.14%
$6.6B
$22.8 Million 0.01% of portfolio
371
Q4 2025 Added 88.32%
$79.5B
$21 Million 0.01% of portfolio
312
Q4 2025 Added 35.06%
$27.2B
$19.9 Million 0.01% of portfolio
329
Q4 2025 Added 6.47%
$2.41B
$28.5 Million 0.01% of portfolio
2,620
Q4 2025 Added 262.88%
$2.05B
$19.1 Million 0.01% of portfolio
965
Q2 2025 Added 819.05%
$19.8B
$43.7 Million 0.01% of portfolio
598
Q4 2025 Added 1.87%
$2.56B
$38.1 Million 0.01% of portfolio
626
Q4 2025 Added 2,307.69%
$11.5B
$38.7 Million 0.01% of portfolio
866
Q4 2025 Added 238.28%
$37.2B
$30 Million 0.01% of portfolio
148
Q4 2025 Reduced 58.19%
$14.3B
$19.8 Million 0.01% of portfolio
730
Q4 2025 Reduced 33.88%
$3.86B
$49.6 Million 0.01% of portfolio
1,321
Q4 2025 Added 2,652.08%
$20.5B
$33.4 Million 0.01% of portfolio
431
Q4 2025 Added 183.55%
$17.9B
$27.8 Million 0.01% of portfolio
795
Q4 2025 Added 216.73%
$20.3B
$27.5 Million 0.01% of portfolio
222
Q4 2025 Added 45.1%

Summary

  • Portfolio
  • No. of Stocks 2,556
  • Current Value $341 Billion
  • Prior Value $327 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 08, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 177 stocks
  • Additional Purchases 922 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 997 stocks
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