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.
