True Wealth Design, LLC Asset Management

True Wealth Design, LLC

  • $341 Billion
  • Q4 2025

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$47B
$123 Million 0.04% of portfolio
251
Q4 2025 Added 311.48%
$89.3B
$85.2 Million 0.02% of portfolio
734
Q4 2025 Added 0.14%
$7.17B
$83.1 Million 0.02% of portfolio
1,747
Q4 2025 Added 12.28%
$10.7B
$59.9 Million 0.02% of portfolio
2,280
Q4 2025 Added 10.14%
$21.1B
$45.1 Million 0.01% of portfolio
511
Q4 2025 Added 87.87%
$26.6B
$42.9 Million 0.01% of portfolio
314
Q4 2025 Added 98.73%
$18.8B
$37.2 Million 0.01% of portfolio
1,233
Q4 2025 Added 50.18%
$42.9B
$33 Million 0.01% of portfolio
256
Q4 2025 Added 1.19%
$11B
$12.4 Million 0.0% of portfolio
521
Q4 2025 Added 78.42%
$23B
$10.9 Million 0.0% of portfolio
106
Q4 2025 Added 16.48%
$1.18B
$10.6 Million 0.0% of portfolio
65
Q4 2025 Added 22.64%
$24.4B
$10.5 Million 0.0% of portfolio
65
Q4 2025 Reduced 1.52%
$103B
$10.3 Million 0.0% of portfolio
81
Q4 2025 Reduced 7.95%
$98.1B
$9.71 Million 0.0% of portfolio
63
Q4 2025 Added 200.0%
$9.87B
$6.4 Million 0.0% of portfolio
22
Q4 2025 Reduced 4.35%
$799M
$6.34 Million 0.0% of portfolio
399
Q4 2025 Added 17.01%
$4.11B
$2.81 Million 0.0% of portfolio
44
Q2 2025 Added 10.0%
$393M
$2.37 Million 0.0% of portfolio
14
Q3 2025 Added 600.0%
$19.3B
$2.37 Million 0.0% of portfolio
40
Q4 2025 Reduced 9.09%
$3.15B
$2.14 Million 0.0% of portfolio
34
Q4 2025 New
$4.34B
$1.77 Million 0.0% of portfolio
28
Q4 2025 Added 21.74%
$11B
$1.64 Million 0.0% of portfolio
20
Q4 2025 Reduced 76.19%
$3.92B
$1.61 Million 0.0% of portfolio
25
Q1 2025 New
$2.15B
$827,000 0.0% of portfolio
73
Q4 2025 Added 2.82%
$800M
$659,000 0.0% of portfolio
54
Q2 2025 Added 45.95%
$2.43B
$646,000 0.0% of portfolio
18
Q4 2025 Added 157.14%
$78.4B
$580,000 0.0% of portfolio
4
Q4 2025 Reduced 78.95%
$245M
$466,000 0.0% of portfolio
41
Q4 2025 Reduced 76.02%
$2.85B
$408,000 0.0% of portfolio
10
Q4 2025 Added 150.0%
$1.06B
$376,000 0.0% of portfolio
8
Q4 2025 Reduced 70.37%
$4.38B
$365,000 0.0% of portfolio
7
Q4 2025 Added 133.33%
$398M
$177,000 0.0% of portfolio
18
Q4 2025 New
$212M
$86,000 0.0% of portfolio
5
Q4 2025 Added 25.0%
$0
$16,000 0.0% of portfolio
4
Q4 2025 Reduced 95.24%
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