True Wealth Design, LLC Asset Management

True Wealth Design, LLC

  • $327 Billion
  • Q3 2025

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$89.7B
$79.9 Million 0.02% of portfolio
733
Q3 2025 Added 442.96%
$7.25B
$69.3 Million 0.02% of portfolio
1,556
Q3 2025 Added 1,019.42%
$10.8B
$47.5 Million 0.01% of portfolio
2,070
Q3 2025 Added 367.27%
$49B
$30 Million 0.01% of portfolio
61
Q3 2025 Added 35.56%
$43.9B
$29.4 Million 0.01% of portfolio
253
Q3 2025 Added 166.32%
$19.3B
$26.3 Million 0.01% of portfolio
821
Q3 2025 Reduced 2.38%
$20.8B
$22.6 Million 0.01% of portfolio
272
Q3 2025 Added 4.21%
$27.1B
$21.3 Million 0.01% of portfolio
158
Q3 2025 Added 351.43%
$103B
$11.5 Million 0.0% of portfolio
88
Q3 2025 Added 8.64%
$26.4B
$10.6 Million 0.0% of portfolio
66
Q2 2025 Added 2,100.0%
$1.19B
$10.1 Million 0.0% of portfolio
53
Q3 2025 Added 76.67%
$23.2B
$9.31 Million 0.0% of portfolio
91
Q3 2025 Added 46.77%
$11.2B
$7.13 Million 0.0% of portfolio
84
Q3 2025 Added 100.0%
$11.2B
$6.75 Million 0.0% of portfolio
292
Q3 2025 Added 239.53%
$9.92B
$5.53 Million 0.0% of portfolio
23
Q3 2025 Added 130.0%
$803M
$4.98 Million 0.0% of portfolio
341
Q2 2025 Added 821.62%
$19B
$2.76 Million 0.0% of portfolio
44
Q2 2025 Added 340.0%
$78.6B
$2.53 Million 0.0% of portfolio
19
Q3 2025 Reduced 5.0%
$3.91B
$2.53 Million 0.0% of portfolio
44
Q2 2025 Added 10.0%
$397M
$1.96 Million 0.0% of portfolio
14
Q3 2025 Added 600.0%
$246M
$1.96 Million 0.0% of portfolio
171
Q3 2025 Added 147.83%
$3.86B
$1.63 Million 0.0% of portfolio
25
Q1 2025 New
$4.19B
$1.49 Million 0.0% of portfolio
23
Q2 2025 Reduced 4.17%
$1.06B
$1.3 Million 0.0% of portfolio
27
Q3 2025 Added 237.5%
$1.97B
$1.08 Million 0.0% of portfolio
90
Q3 2025 Added 30.43%
$2.19B
$857,000 0.0% of portfolio
71
Q3 2025 Added 77.5%
$800M
$751,000 0.0% of portfolio
54
Q2 2025 Added 45.95%
$6.59B
$559,000 0.0% of portfolio
33
Q2 2025 Added 725.0%
$0
$310,000 0.0% of portfolio
84
Q3 2025 Reduced 31.71%
$2.28B
$235,000 0.0% of portfolio
7
Q2 2025 Added 40.0%
$3.04B
$174,000 0.0% of portfolio
4
Q2 2025 Reduced 77.78%
$4.43B
$156,000 0.0% of portfolio
3
Q2 2025 Added 200.0%
$4.86B
$135,000 0.0% of portfolio
1
Q2 2025 New
$213M
$59,000 0.0% of portfolio
4
Q3 2025 New
$135M
$32,000 0.0% of portfolio
2
Q3 2025 New
$139M
$17,000 0.0% of portfolio
1
Q3 2025 New
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