True Wealth Design, LLC Options Holdings

True Wealth Design, LLC

  • $284 Billion
  • Q2 2025

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 2,565
  • Current Value $284 Billion
  • Prior Value $263 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 06, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 238 stocks
  • Additional Purchases 1,208 stocks
  • Sold out of 2 stocks
  • Reduced holdings in 778 stocks
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