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.
Stock Holdings Table Market Cap. of Under $50 Millions
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