True Wealth Design, LLC Portfolio Holdings

True Wealth Design, LLC

  • $341 Billion
  • Q4 2025

True Wealth Design, LLC has filed its 13F form on January 08, 2026 for Q4 2025 where it was disclosed a total value porftolio of $341 Billion distributed in 2556 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ea Series Trust with a value of $54.8B, Dimensional ETF Tr U S Core Eq with a value of $54B, Dimensional ETF Tr Dimensional with a value of $36.1B, Dimensional ETF Tr Dimensional with a value of $26.4B, and Dimensional ETF Tr Emerging Mk with a value of $23.8B.

Examining the 13F form we can see an increase of $13.9B in the current position value, from $327B to 341B.

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 $341 Billion
ETFs: $205 Billion
Technology: $12.8 Billion
Industrials: $8.88 Billion
Consumer Cyclical: $7 Billion
Financial Services: $6.96 Billion
Healthcare: $6.42 Billion
Communication Services: $2.56 Billion
Consumer Defensive: $2.55 Billion
Other: $6.07 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$50B
$155 Million 0.05% of portfolio
2,379
Q4 2025 Added 717.53%
$268B
$166 Million 0.05% of portfolio
581
Q4 2025 Added 11.73%
$24.2B
$176 Million 0.05% of portfolio
419
Q4 2025 Added 9.4%
$19.8B
$167 Million 0.05% of portfolio
727
Q4 2025 Added 12.19%
$593B
$170 Million 0.05% of portfolio
873
Q4 2025 Reduced 10.19%
$61.4B
$156 Million 0.05% of portfolio
848
Q4 2025 Added 49.82%
$237B
$157 Million 0.05% of portfolio
978
Q4 2025 Reduced 2.78%
$68.5B
$177 Million 0.05% of portfolio
1,369
Q4 2025 Added 16.31%
$74.3B
$171 Million 0.05% of portfolio
817
Q4 2025 Reduced 5.33%
$14.8B
$166 Million 0.05% of portfolio
1,224
Q4 2025 Added 1.16%
$27.1B
$166 Million 0.05% of portfolio
275
Q4 2025 Reduced 2.83%
$68.7B
$168 Million 0.05% of portfolio
1,692
Q4 2025 Added 267.03%
$26.8B
$178 Million 0.05% of portfolio
731
Q4 2025 Reduced 34.2%
Worthington Stl Inc
-
$182 Million 0.05% of portfolio
-
Q4 2025 Reduced 6.69%
$152B
$130 Million 0.04% of portfolio
483
Q4 2025 Added 89.41%
$47B
$123 Million 0.04% of portfolio
251
Q4 2025 Added 311.48%
$17B
$137 Million 0.04% of portfolio
2,048
Q4 2025 Added 16.43%
$875M
$144 Million 0.04% of portfolio
3,881
Q4 2025 Added 1,068.98%
$100B
$143 Million 0.04% of portfolio
523
Q4 2025 Reduced 19.91%
$113B
$146 Million 0.04% of portfolio
1,564
Q4 2025 Added 52.88%
$11.4B
$145 Million 0.04% of portfolio
1,407
Q4 2025 Added 33.62%
$21.2B
$152 Million 0.04% of portfolio
276
Q4 2025 Added 1.47%
$37.5B
$123 Million 0.04% of portfolio
1,770
Q4 2025 Added 24.12%
$0
$135 Million 0.04% of portfolio
1,934
Q4 2025 Reduced 2.18%
$193B
$126 Million 0.04% of portfolio
1,107
Q4 2025 Reduced 1.34%
$23.5B
$151 Million 0.04% of portfolio
1,134
Q4 2025 Added 22.46%
$13.3B
$136 Million 0.04% of portfolio
3,948
Q4 2025 Added 32.31%
$13.4B
$137 Million 0.04% of portfolio
3,118
Q4 2025 Added 49.47%
$68.9B
$133 Million 0.04% of portfolio
462
Q4 2025 Added 8.2%
$8.16B
$130 Million 0.04% of portfolio
691
Q4 2025 Added 22.95%
$57.4B
$140 Million 0.04% of portfolio
2,750
Q4 2025 Added 15.16%
$266B
$123 Million 0.04% of portfolio
415
Q4 2025 Added 69.39%
$0
$145 Million 0.04% of portfolio
1,080
Q3 2025 Reduced 0.37%
$38.4B
$122 Million 0.04% of portfolio
4,347
Q4 2025 Added 322.04%
Lam Research Corp
-
$123 Million 0.04% of portfolio
-
Q4 2025 Reduced 1.1%
$13.1B
$150 Million 0.04% of portfolio
626
Q4 2025 Added 28.28%
$7.96B
$145 Million 0.04% of portfolio
7,492
Q4 2025 Added 3.72%
$6.59B
$125 Million 0.04% of portfolio
687
Q4 2025 Added 1,393.48%
$18.4B
$148 Million 0.04% of portfolio
264
Q4 2025 Added 19.46%
$13.9B
$137 Million 0.04% of portfolio
965
Q4 2025 Added 1.47%
$69.1B
$133 Million 0.04% of portfolio
1,336
Q4 2025 Added 106.49%
$65.7B
$144 Million 0.04% of portfolio
500
Q4 2025 Added 235.57%
$71.6B
$121 Million 0.04% of portfolio
2,077
Q4 2025 Added 296.37%
$74.3B
$126 Million 0.04% of portfolio
163
Q4 2025 Added 30.4%
$12B
$123 Million 0.04% of portfolio
1,134
Q4 2025 Added 7.49%
$47.7B
$147 Million 0.04% of portfolio
330
Q4 2025 Added 2,257.14%
$258B
$126 Million 0.04% of portfolio
689
Q4 2025 Added 5.35%
$1.46T
$119 Million 0.04% of portfolio
393
Q4 2025 Added 11.65%
$20.8B
$123 Million 0.04% of portfolio
617
Q4 2025 Added 4.4%

Summary

  • Portfolio
  • No. of Stocks 2,556
  • Current Value $341 Billion
  • Prior Value $327 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 08, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 177 stocks
  • Additional Purchases 922 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 997 stocks
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