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
$265B
$36.9 Million 0.01% of portfolio
42
Q4 2025 Reduced 6.67%
$5.23B
$42.1 Million 0.01% of portfolio
253
Q4 2025 Added 24.63%
$1.56B
$19.3 Million 0.01% of portfolio
285
Q4 2025 Reduced 0.35%
$18.7B
$42 Million 0.01% of portfolio
209
Q4 2025 Reduced 64.46%
$3.77B
$27.3 Million 0.01% of portfolio
340
Q4 2025 Added 6,700.0%
$5.03B
$28.8 Million 0.01% of portfolio
452
Q4 2025 Reduced 0.22%
$10.7B
$42.4 Million 0.01% of portfolio
517
Q4 2025 Reduced 32.68%
$68.4B
$18.6 Million 0.01% of portfolio
510
Q4 2025 Added 661.19%
$8.6B
$19.3 Million 0.01% of portfolio
211
Q4 2025 Reduced 35.28%
$17.1B
$25.9 Million 0.01% of portfolio
80
Q4 2025 Reduced 1.23%
$26.3B
$20.7 Million 0.01% of portfolio
114
Q4 2025 Added 1.79%
$12.6B
$50.4 Million 0.01% of portfolio
2,844
Q4 2025 Added 19.6%
$19B
$23.3 Million 0.01% of portfolio
58
Q4 2025 Reduced 30.12%
$57.4B
$18.3 Million 0.01% of portfolio
27
Q3 2025 Added 80.0%
$7.49B
$23.7 Million 0.01% of portfolio
61
Q2 2025 Added 165.22%
$23.1B
$19.7 Million 0.01% of portfolio
69
Q4 2025 Reduced 28.87%
$17.4B
$21.1 Million 0.01% of portfolio
760
Q4 2025 Added 121.57%
$4B
$33.5 Million 0.01% of portfolio
468
Q4 2025 Reduced 0.21%
$15.3B
$29.8 Million 0.01% of portfolio
172
Q4 2025 Added 3.61%
$27.2B
$23.9 Million 0.01% of portfolio
105
Q4 2025 Reduced 25.0%
$1.55B
$20.6 Million 0.01% of portfolio
1,585
Q4 2025 Added 84.52%
$12B
$45.6 Million 0.01% of portfolio
736
Q4 2025 Added 433.33%
$14.5B
$44.8 Million 0.01% of portfolio
133
Q4 2025 Added 13,200.0%
$2.44B
$23.8 Million 0.01% of portfolio
586
Q4 2025 Added 43.28%
$16.4B
$35.5 Million 0.01% of portfolio
1,718
Q4 2025 Added 1,263.49%
$32B
$39.6 Million 0.01% of portfolio
195
Q4 2025 Reduced 29.86%
$4.77B
$34 Million 0.01% of portfolio
909
Q4 2025 Reduced 10.0%
$161B
$46.2 Million 0.01% of portfolio
38
Q4 2025 Reduced 2.56%
$2.16B
$40.8 Million 0.01% of portfolio
895
Q4 2025 Added 0.34%
$5.83B
$36.8 Million 0.01% of portfolio
1,384
Q4 2025 Reduced 10.54%
-
$23 Million 0.01% of portfolio
-
Q4 2025 Added 24.77%
$5.96B
$20.2 Million 0.01% of portfolio
80
Q4 2025 Reduced 3.61%
$81.3B
$29.5 Million 0.01% of portfolio
5,565
Q3 2025 New
$140B
$42.3 Million 0.01% of portfolio
175
Q4 2025 Added 124.36%
$14.8B
$40.5 Million 0.01% of portfolio
936
Q4 2025 Added 1,571.43%
$3.53B
$21.4 Million 0.01% of portfolio
167
Q2 2025 Added 29.46%
$1.48B
$20.9 Million 0.01% of portfolio
703
Q4 2025 Reduced 12.34%
$27.9B
$23.6 Million 0.01% of portfolio
11
Q1 2025 Added 10.0%
$1.79B
$19.5 Million 0.01% of portfolio
338
Q4 2025 Added 619.15%
$13.4B
$28.7 Million 0.01% of portfolio
453
Q4 2025 Reduced 68.63%
$4.83B
$20.6 Million 0.01% of portfolio
239
Q4 2025 Reduced 0.42%
$1.09B
$22.5 Million 0.01% of portfolio
1,288
Q4 2025 Reduced 7.07%
$2.96B
$23.8 Million 0.01% of portfolio
4,759
Q4 2025 Added 110.86%
$4.88B
$30.5 Million 0.01% of portfolio
324
Q4 2025 Reduced 0.31%
$62.7B
$35.5 Million 0.01% of portfolio
450
Q4 2025 Added 5.88%
$15.1B
$46.5 Million 0.01% of portfolio
335
Q4 2025 Added 256.38%
$6.36B
$21.9 Million 0.01% of portfolio
147
Q4 2025 Added 96.0%
$190B
$50.8 Million 0.01% of portfolio
3,202
Q4 2025 Added 3.29%
$89.3B
$35.6 Million 0.01% of portfolio
4,863
Q4 2025 Added 17.78%

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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