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
$15.4B
$167 Million 0.05% of portfolio
1,210
Q3 2025 Added 35.65%
$26.8B
$155 Million 0.05% of portfolio
283
Q3 2025 Added 20.43%
$306B
$178 Million 0.05% of portfolio
514
Q3 2025 Added 41.21%
Worthington Stl Inc
-
$171 Million 0.05% of portfolio
-
Q3 2025 Reduced 4.3%
$47.4B
$147 Million 0.05% of portfolio
492
Q3 2025 Added 25.51%
$398B
$125 Million 0.04% of portfolio
542
Q3 2025 Added 35.16%
$6.98B
$125 Million 0.04% of portfolio
14,358
Q3 2025 Added 126.54%
$48.9B
$141 Million 0.04% of portfolio
1,157
Q3 2025 Added 94.78%
$174B
$127 Million 0.04% of portfolio
177
Q3 2025 Added 405.71%
$17.5B
$133 Million 0.04% of portfolio
1,759
Q3 2025 Added 175.27%
$20B
$129 Million 0.04% of portfolio
3,628
Q3 2025 Added 443.11%
$404B
$138 Million 0.04% of portfolio
149
Q3 2025 Reduced 9.15%
$36B
$116 Million 0.04% of portfolio
817
Q3 2025 Added 28.06%
$0
$143 Million 0.04% of portfolio
3,097
Q3 2025 Reduced 4.32%
$0
$135 Million 0.04% of portfolio
1,977
Q1 2025 Reduced 8.34%
$209B
$128 Million 0.04% of portfolio
1,122
Q3 2025 Added 1.17%
$74.7B
$118 Million 0.04% of portfolio
430
Q3 2025 Added 22.86%
$22.1B
$130 Million 0.04% of portfolio
2,353
Q3 2025 Added 731.45%
$939B
$115 Million 0.04% of portfolio
151
Q3 2025 Added 1.34%
$8.07B
$143 Million 0.04% of portfolio
2,149
Q3 2025 Added 36.7%
$96.8B
$122 Million 0.04% of portfolio
359
Q3 2025 Added 488.52%
$18.5B
$135 Million 0.04% of portfolio
588
Q3 2025 Added 42.72%
$0
$143 Million 0.04% of portfolio
1,080
Q3 2025 Reduced 0.37%
$40.6B
$124 Million 0.04% of portfolio
653
Q3 2025 Added 17.03%
$13.3B
$115 Million 0.04% of portfolio
488
Q3 2025 Added 19.02%
$8.38B
$143 Million 0.04% of portfolio
748
Q3 2025 Added 73.55%
$25.5B
$119 Million 0.04% of portfolio
383
Q3 2025 Added 85.02%
$14.1B
$134 Million 0.04% of portfolio
951
Q3 2025 Added 178.07%
$65.3B
$115 Million 0.04% of portfolio
566
Q3 2025 Added 24.12%
$6.68B
$128 Million 0.04% of portfolio
1,362
Q3 2025 Added 215.28%
$5.27B
$138 Million 0.04% of portfolio
1,132
Q3 2025 Added 261.66%
$21.4B
$120 Million 0.04% of portfolio
591
Q3 2025 Added 129.96%
$67B
$116 Million 0.04% of portfolio
414
Q3 2025 Added 78.45%
$19.7B
$118 Million 0.04% of portfolio
1,442
Q3 2025 Added 6.89%
$31B
$120 Million 0.04% of portfolio
1,239
Q3 2025 Added 19.59%
$13.2B
$133 Million 0.04% of portfolio
449
Q3 2025 Added 32.45%
$93.2B
$105 Million 0.03% of portfolio
676
Q3 2025 Added 26.12%
$44.2B
$107 Million 0.03% of portfolio
831
Q3 2025 Added 24.77%
$55.6B
$104 Million 0.03% of portfolio
228
Q3 2025 Added 1,528.57%
$0
$98.2 Million 0.03% of portfolio
1,373
Q2 2025 Reduced 10.5%
$57.9B
$89 Million 0.03% of portfolio
1,134
Q3 2025 Reduced 30.47%
Atlassian Corporation
-
$81.9 Million 0.03% of portfolio
-
Q3 2025 Added 69.31%
$9.51B
$90.4 Million 0.03% of portfolio
413
Q3 2025 Added 54.1%
$71.3B
$108 Million 0.03% of portfolio
25
Q3 2025 Added 2,400.0%
$8.51B
$84.5 Million 0.03% of portfolio
882
Q3 2025 Added 31.05%
$10.2B
$108 Million 0.03% of portfolio
1,985
Q3 2025 Added 427.93%
$10.7B
$89.8 Million 0.03% of portfolio
2,042
Q3 2025 Added 353.78%
$0
$108 Million 0.03% of portfolio
1,574
Q1 2025 Added 0.9%
$33.6B
$104 Million 0.03% of portfolio
376
Q3 2025 Added 3,033.33%

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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