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
$23.5B
$41.7 Million 0.01% of portfolio
442
Q3 2025 Added 16.93%
$14.5B
$40.6 Million 0.01% of portfolio
94
Q3 2025 Added 14.63%
$10.5B
$26.6 Million 0.01% of portfolio
325
Q3 2025 Added 203.74%
$1.07B
$17.6 Million 0.01% of portfolio
590
Q3 2025 Added 15.69%
$8.69B
$30 Million 0.01% of portfolio
993
Q3 2025 Added 49.77%
$26.6B
$22.6 Million 0.01% of portfolio
160
Q3 2025 Added 26.98%
$96.4B
$16.6 Million 0.01% of portfolio
134
Q3 2025 Added 25.23%
$13.5B
$21.8 Million 0.01% of portfolio
449
Q3 2025 Added 97.8%
$7.7B
$27.3 Million 0.01% of portfolio
161
Q3 2025 Added 159.68%
$140B
$25 Million 0.01% of portfolio
67
Q2 2025 Added 91.43%
$46.1B
$20 Million 0.01% of portfolio
220
Q3 2025 Added 100.0%
$53.4B
$28.2 Million 0.01% of portfolio
362
Q3 2025 Added 251.46%
$55.8B
$25 Million 0.01% of portfolio
124
Q3 2025 Added 31.91%
$6.27B
$19.7 Million 0.01% of portfolio
781
Q3 2025 Added 133.13%
$78.2B
$37.9 Million 0.01% of portfolio
117
Q3 2025 Added 431.82%
$6.14B
$16.4 Million 0.01% of portfolio
429
Q3 2025 Reduced 16.86%
$11.3B
$22.1 Million 0.01% of portfolio
174
Q3 2025 Added 25.18%
$1.7B
$18.1 Million 0.01% of portfolio
727
Q3 2025 Added 107.12%
$5.59B
$21.5 Million 0.01% of portfolio
190
Q3 2025 Added 55.74%
$4.02B
$18.2 Million 0.01% of portfolio
158
Q3 2025 Added 0.64%
$10.6B
$29.7 Million 0.01% of portfolio
197
Q3 2025 Added 1,870.0%
$3.85B
$26.7 Million 0.01% of portfolio
461
Q3 2025 Added 99.57%
$25.4B
$23.1 Million 0.01% of portfolio
90
Q3 2025 Added 900.0%
$71.5B
$19.7 Million 0.01% of portfolio
25
Q3 2025 Added 316.67%
$16.8B
$27.6 Million 0.01% of portfolio
544
Q3 2025 Reduced 3.03%
$6.61B
$16.8 Million 0.01% of portfolio
264
Q3 2025 Reduced 19.02%
$10.4B
$48.4 Million 0.01% of portfolio
1,213
Q3 2025 Added 141.15%
$17.7B
$21.4 Million 0.01% of portfolio
80
Q3 2025 Added 70.21%
$3.5B
$20.9 Million 0.01% of portfolio
238
Q3 2025 Reduced 47.11%
$17.6B
$41.7 Million 0.01% of portfolio
548
Q3 2025 Added 14.17%
$11.9B
$33.3 Million 0.01% of portfolio
608
Q3 2025 Added 3.23%
$1.31B
$19.8 Million 0.01% of portfolio
449
Q3 2025 Added 14,866.67%
$10.4B
$17.5 Million 0.01% of portfolio
165
Q3 2025 Added 371.43%
$490B
$43.8 Million 0.01% of portfolio
388
Q3 2025 Reduced 13.97%
$5.57B
$37.2 Million 0.01% of portfolio
2,306
Q3 2025 Added 29.26%
$453M
$38.4 Million 0.01% of portfolio
2,665
Q3 2025 Added 2.82%
$79.5B
$29.8 Million 0.01% of portfolio
231
Q3 2025 Added 3,750.0%
$27.2B
$17.9 Million 0.01% of portfolio
309
Q3 2025 Added 0.98%
$1.75B
$23.6 Million 0.01% of portfolio
703
Q3 2025 Reduced 56.66%
$1.22B
$17.8 Million 0.01% of portfolio
671
Q3 2025 Added 0.9%
$64.9B
$25.3 Million 0.01% of portfolio
301
Q3 2025 Reduced 83.53%
$19.8B
$37 Million 0.01% of portfolio
587
Q3 2025 Added 147.68%
$7.33B
$47.8 Million 0.01% of portfolio
2,233
Q3 2025 Added 62.99%
$18.3B
$42.1 Million 0.01% of portfolio
160
Q3 2025 Added 1,130.77%
$6.04B
$28.9 Million 0.01% of portfolio
1,166
Q3 2025 Added 133.2%
$14.3B
$31.3 Million 0.01% of portfolio
1,104
Q3 2025 Added 92.0%
$9.65B
$21.3 Million 0.01% of portfolio
127
Q3 2025 Added 12,600.0%
$20.3B
$20.9 Million 0.01% of portfolio
153
Q3 2025 Added 537.5%
$265B
$36.1 Million 0.01% of portfolio
45
Q3 2025 Added 114.29%

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
Track This Portfolio

Track True Wealth Design, LLC Portfolio

Follow True Wealth Design, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of True Wealth Design, LLC, based on Form 13F filings with the SEC.

News

Stay updated on True Wealth Design, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email