True Wealth Design, LLC Portfolio Holdings

True Wealth Design, LLC

  • $327 Billion
  • Q3 2025

True Wealth Design, LLC has filed its 13F form on October 21, 2025 for Q3 2025 where it was disclosed a total value porftolio of $327 Billion distributed in 2712 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $53.4B, Ea Series Trust with a value of $52.3B, Dimensional ETF Tr Dimensional with a value of $35.2B, Dimensional ETF Tr Dimensional with a value of $26.6B, and Dimensional ETF Tr Emerging Mk with a value of $23.6B.

Examining the 13F form we can see an increase of $43.4B in the current position value, from $284B to 327B.

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.

Portfolio value $327 Billion
ETFs: $198 Billion
Technology: $13 Billion
Industrials: $8.03 Billion
Consumer Cyclical: $6.26 Billion
Financial Services: $6.12 Billion
Healthcare: $5.52 Billion
Communication Services: $2.96 Billion
Consumer Defensive: $2.63 Billion
Other: $6.14 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$10.2B
$47 Million 0.01% of portfolio
1,113
Q3 2025 Added 273.49%
$14.7B
$24.1 Million 0.01% of portfolio
296
Q3 2025 Added 31.56%
$6.2B
$29.2 Million 0.01% of portfolio
271
Q3 2025 Added 127.73%
$6.03B
$19.5 Million 0.01% of portfolio
203
Q2 2025 Added 1,461.54%
$8.13B
$35.1 Million 0.01% of portfolio
271
Q3 2025 Added 11.52%
$33.2B
$22.2 Million 0.01% of portfolio
226
Q3 2025 Added 14.14%
$2.35B
$38.7 Million 0.01% of portfolio
3,489
Q3 2025 Added 19.32%
$8.83B
$40.2 Million 0.01% of portfolio
485
Q2 2025 Added 63.85%
$8.24B
$45.6 Million 0.01% of portfolio
286
Q3 2025 Added 155.36%
$72.6B
$35.1 Million 0.01% of portfolio
524
Q3 2025 Added 285.29%
$4.58B
$16.4 Million 0.01% of portfolio
545
Q3 2025 Added 486.02%
$141B
$33 Million 0.01% of portfolio
1,296
Q3 2025 Added 302.48%
$4.05B
$19.6 Million 0.01% of portfolio
570
Q3 2025 Added 0.88%
$8.9B
$37.3 Million 0.01% of portfolio
917
Q3 2025 Added 1,248.53%
$15.6B
$27.2 Million 0.01% of portfolio
844
Q3 2025 Added 23.75%
$3.76B
$21.6 Million 0.01% of portfolio
371
Q3 2025 Added 375.64%
$22.8B
$27 Million 0.01% of portfolio
257
Q3 2025 Added 44.38%
$21.1B
$22.6 Million 0.01% of portfolio
272
Q3 2025 Added 4.21%
$0
$41.2 Million 0.01% of portfolio
400
Q4 2022 New
$6.1B
$22.4 Million 0.01% of portfolio
338
Q3 2025 Added 389.86%
$27B
$47 Million 0.01% of portfolio
356
Q3 2025 Added 229.63%
$8.77B
$37.9 Million 0.01% of portfolio
416
Q3 2025 Added 560.32%
$15.6B
$29.5 Million 0.01% of portfolio
155
Q3 2025 Added 369.7%
$10.2B
$43.8 Million 0.01% of portfolio
420
Q2 2025 Added 162.5%
$9.99B
$37.9 Million 0.01% of portfolio
1,006
Q3 2025 Added 116.34%
$3.24B
$30.5 Million 0.01% of portfolio
1,151
Q3 2025 Reduced 15.12%
$66.3B
$24.6 Million 0.01% of portfolio
107
Q3 2025 Added 21.59%
$35.8B
$22.9 Million 0.01% of portfolio
84
Q3 2025 Added 64.71%
$5.19B
$23.6 Million 0.01% of portfolio
966
Q3 2025 Added 1,188.0%
$2.31B
$21.6 Million 0.01% of portfolio
761
Q3 2025 Added 435.92%
$55.7B
$39.2 Million 0.01% of portfolio
257
Q3 2025 Added 151.96%
$204B
$30.9 Million 0.01% of portfolio
210
Q3 2025 New
$17.1B
$38.5 Million 0.01% of portfolio
1,091
Q3 2025 Added 27.01%
$244B
$22.9 Million 0.01% of portfolio
97
Q3 2025 Added 11.49%
Sandisk Corp
-
$39.8 Million 0.01% of portfolio
-
Q3 2025 Added 1,083.33%
$287B
$35 Million 0.01% of portfolio
131
Q3 2025 Added 424.0%
$21.3B
$35.5 Million 0.01% of portfolio
183
Q3 2025 Reduced 50.94%
$172B
$46.3 Million 0.01% of portfolio
485
Q3 2025 Added 178.74%
$0
$41 Million 0.01% of portfolio
1,500
Q3 2025 Added 42.86%
$4.94B
$25.6 Million 0.01% of portfolio
258
Q3 2025 Reduced 26.07%
$3.65B
$16.6 Million 0.01% of portfolio
297
Q3 2025 Added 14.23%
$1.62B
$19.9 Million 0.01% of portfolio
-
Q3 2025 Added 2.17%
$4.79B
$22.8 Million 0.01% of portfolio
281
Q3 2025 Added 226.74%
$4.73B
$34.7 Million 0.01% of portfolio
1,135
Q3 2025 Added 62.61%
$172B
$34.9 Million 0.01% of portfolio
38
Q3 2025 Added 52.0%
$270B
$26.3 Million 0.01% of portfolio
367
Q3 2025 Added 100.55%
$86.1B
$37.3 Million 0.01% of portfolio
108
Q3 2025 Added 129.79%
$4.74B
$30.3 Million 0.01% of portfolio
316
Q3 2025 Added 0.32%
$4.12B
$22.6 Million 0.01% of portfolio
172
Q3 2025 Added 616.67%

Summary

  • Portfolio
  • No. of Stocks 2,712
  • Current Value $327 Billion
  • Prior Value $284 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 21, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 361 stocks
  • Additional Purchases 1,321 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 447 stocks
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