True Wealth Design, LLC Purchases and Sells in Q4 2025

True Wealth Design, LLC

  • $341 Billion
  • Q4 2025

Top Buys

Incresed Positions

922 operations
Stock Shares change Price Range Shares Held Trade History
EA SERIES TRUST
16.9K
+ 3.68%
N/A
476K $54.8B
7.02K
+ 91.81%
$321.8 - $337.95 $2.26M - $2.37M
14.7K $4.92B
SIMPLIFY EXCHANGE TRADED FUN
34.1K
+ 15.75%
N/A
250K $12.6B
18.6K
+ 2467.11%
$72.17 - $75.74 $1.34M - $1.41M
19.4K $1.46B
51.6K
+ 6.67%
N/A
826K $11.1B
5.11K
+ 475.98%
$42.6 - $49.08 $218K - $251K
6.19K $334M
View all

New Holdings

177 operations
Stock Shares change Price Range Shares Held Trade History
VANGUARD MALVERN FDS
9.16K
New
N/A
9.16K $713M
3.79K
New
$66.93 - $69.17 $253K - $262K
3.79K $263M
2.94K
New
$78.71 - $81.58 $231K - $240K
2.94K $243M
VANGUARD MUN BD FDS
2.03K
New
N/A
2.03K $210M
WEDBUSH SER TR
6.17K
New
N/A
6.17K $195M
1K
New
$161.21 - $171.97 $161K - $172K
1K $168M
View all

Top Sells

Reduced Positions

997 operations
Stock Shares change Price Range Shares Held Trade History
-752
- 23.42%
$101.27 - $138.56 $76.2K - $104K
2.46K $199M
-10.2K
- 1.45%
$37.18 - $38.47 $379K - $392K
695K $26.4B
-1.23K
- 57.94%
$121.53 - $152.46 $149K - $187K
890 $101M
AMERICAN CENTY ETF TR
-3.46K
- 13.0%
N/A
23.2K $1.39B
-1.68K
- 94.75%
$50.84 - $83.8 $85.3K - $141K
93 $4.55M
-726
- 97.06%
$137.54 - $203.26 $99.9K - $148K
22 $3.82M
View all
Activity Summary
Buys All Purchases 1099 New Holdings 177 Increased Positions 922 Sells All Sells 997 Reductions 997 Sold out 0 Options Calls 0 Puts 0
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