True Wealth Design, LLC Portfolio Holdings
True Wealth Design, LLC
- $263 Billion
- Q1 2025
True Wealth Design, LLC has filed its 13F form on May 13, 2025 for Q1 2025 where it was disclosed a total value porftolio of $263 Billion distributed in 2650 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ea Series Trust with a value of $63.9B, Dimensional ETF Tr U S Core Eq with a value of $48.1B, Dimensional ETF Tr Dimensional with a value of $32.6B, Dimensional ETF Tr Dimensional with a value of $25.3B, and Dimensional ETF Tr Emerging Mk with a value of $21.8B.
Examining the 13F form we can see an increase of $4.82B in the current position value, from $258B to 263B.
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 $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 2,650
- Current Value $263 Billion
- Prior Value $258 Billion
- Filing
- Period Q1 2025
- Filing Date May 13, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 1,347 stocks
- Additional Purchases 807 stocks
- Sold out of 0 stocks
- Reduced holdings in 381 stocks