True Wealth Design, LLC Portfolio Holdings

True Wealth Design, LLC

  • $258 Billion
  • Q4 2024

True Wealth Design, LLC has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $258 Billion distributed in 1350 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ea Series Trust with a value of $62.3B, Dimensional ETF Tr U S Core Eq with a value of $51.2B, Dimensional ETF Tr Dimensional with a value of $30.9B, Dimensional ETF Tr Dimensional with a value of $26B, and Dimensional ETF Tr Emerging Mk with a value of $21.2B.

Examining the 13F form we can see an increase of $1.65B in the current position value, from $256B to 258B.

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 $258 Billion
ETFs: $170 Billion
Technology: $6.07 Billion
Industrials: $3.43 Billion
Consumer Cyclical: $2.81 Billion
Healthcare: $2.71 Billion
Financial Services: $2.62 Billion
Consumer Defensive: $1.3 Billion
Communication Services: $1.08 Billion
Other: $1.91 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$72.2 Million 0.03% of portfolio
250
Q1 2023 Reduced 43.18%
$72.6B
$74.7 Million 0.03% of portfolio
536
Q4 2024 Added 215.29%
$9.13B
$69.3 Million 0.03% of portfolio
509
Q4 2024 Added 10.41%
$9.48B
$85.7 Million 0.03% of portfolio
258
Q4 2024 Added 52.66%
$227B
$85.3 Million 0.03% of portfolio
858
Q4 2024 Added 186.96%
$1.3T
$66.3 Million 0.03% of portfolio
113
Q4 2024 Added 76.56%
$12.2B
$68.6 Million 0.03% of portfolio
1,197
Q4 2024 Added 15.76%
$16.3B
$76.4 Million 0.03% of portfolio
1,249
Q4 2024 Added 13.24%
$10.9B
$79.1 Million 0.03% of portfolio
1,953
Q4 2024 Added 197.71%
$75.5B
$89.8 Million 0.03% of portfolio
1,052
Q4 2024 Added 75.04%
$14.4B
$70.7 Million 0.03% of portfolio
702
Q4 2024 Added 10.2%
$246B
$89.7 Million 0.03% of portfolio
745
Q4 2024 Added 304.89%
$18.2B
$65 Million 0.03% of portfolio
2,243
Q4 2024 Added 49.04%
$9.47B
$80.2 Million 0.03% of portfolio
347
Q4 2024 Added 28.04%
$31.8B
$78.6 Million 0.03% of portfolio
1,358
Q4 2024 Reduced 0.07%
$46.8B
$71.3 Million 0.03% of portfolio
462
Q4 2024 Added 125.37%
$13.9B
$71.4 Million 0.03% of portfolio
2,467
Q4 2024 Added 14.42%
$4.81B
$65.6 Million 0.03% of portfolio
5,163
Q4 2024 Added 18.36%
$490B
$71.7 Million 0.03% of portfolio
142
Q4 2024 Reduced 31.4%
$31B
$79 Million 0.03% of portfolio
307
Q3 2024 Added 6,040.0%
$33B
$67.1 Million 0.03% of portfolio
354
Q4 2024 Added 20.41%
$28.4B
$74 Million 0.03% of portfolio
410
Q4 2024 Added 120.43%
$81.2B
$58 Million 0.02% of portfolio
449
Q4 2024 Added 45.78%
$232B
$41.7 Million 0.02% of portfolio
369
Q4 2024 Added 8.85%
$370B
$50.3 Million 0.02% of portfolio
283
Q4 2024 Added 6.79%
$8.47B
$42.1 Million 0.02% of portfolio
144
Q4 2024 New
$34.6B
$47.7 Million 0.02% of portfolio
355
Q4 2024 Added 3,450.0%
$15.1B
$63.3 Million 0.02% of portfolio
649
Q4 2024 Added 663.53%
$951B
$55.8 Million 0.02% of portfolio
293
Q4 2024 Added 28.51%
Arista Networks Inc
-
$64.1 Million 0.02% of portfolio
-
Q4 2024 New
$5.4B
$47.6 Million 0.02% of portfolio
529
Q4 2024 Added 10.44%
$8.43B
$51.3 Million 0.02% of portfolio
579
Q4 2024 Added 16.5%
$16.2B
$61.9 Million 0.02% of portfolio
1,123
Q4 2024 Added 0.27%
$6.92B
$47.1 Million 0.02% of portfolio
1,216
Q4 2024 Added 13.22%
$65.3B
$53.1 Million 0.02% of portfolio
234
Q4 2024 Added 9.35%
$16.6B
$47.1 Million 0.02% of portfolio
549
Q4 2024 Reduced 33.29%
$30.3B
$42.6 Million 0.02% of portfolio
502
Q4 2024 Added 1.62%
$6.18B
$41.7 Million 0.02% of portfolio
712
Q4 2024 Added 36.66%
$1.54B
$48.8 Million 0.02% of portfolio
901
Q4 2024 Added 173.03%
$23.5B
$45.3 Million 0.02% of portfolio
315
Q4 2024 Added 3.28%
$13.8B
$56.4 Million 0.02% of portfolio
1,166
Q4 2024 Added 60.39%
$134B
$39.3 Million 0.02% of portfolio
396
Q4 2024 Reduced 39.36%
$13.5B
$38.7 Million 0.02% of portfolio
674
Q4 2024 Added 4.82%
$23.9B
$46.2 Million 0.02% of portfolio
-
Q4 2024 Added 859.62%
$3.22B
$41.3 Million 0.02% of portfolio
2,175
Q4 2024 Added 866.67%
$2.19B
$40.1 Million 0.02% of portfolio
2,087
Q4 2024 Added 20.43%
$108B
$60 Million 0.02% of portfolio
181
Q4 2024 Added 16.77%
$17.6B
$60.4 Million 0.02% of portfolio
133
Q4 2024 Added 24.3%
$7.82B
$42.4 Million 0.02% of portfolio
153
Q4 2024 Added 16.79%

Summary

  • Portfolio
  • No. of Stocks 1,350
  • Current Value $258 Billion
  • Prior Value $256 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 278 stocks
  • Additional Purchases 555 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 322 stocks
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