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
$16.1B
$107 Million 0.03% of portfolio
1,402
Q3 2025 Added 12.16%
$540B
$85.6 Million 0.03% of portfolio
251
Q3 2025 Added 64.05%
$4.09B
$86.7 Million 0.03% of portfolio
7,945
Q3 2025 Added 15.09%
$1.51B
$53 Million 0.02% of portfolio
4,534
Q3 2025 Added 26.44%
$229B
$52 Million 0.02% of portfolio
389
Q3 2025 Reduced 30.04%
$155B
$63 Million 0.02% of portfolio
255
Q3 2025 Added 355.36%
$5.29B
$69.5 Million 0.02% of portfolio
1,397
Q3 2025 Added 19.91%
$14.2B
$50.1 Million 0.02% of portfolio
282
Q3 2025 Added 1.44%
$104B
$59.1 Million 0.02% of portfolio
895
Q3 2025 Added 138.03%
$62.3B
$49.4 Million 0.02% of portfolio
439
Q3 2025 Added 565.15%
$44.4B
$61.5 Million 0.02% of portfolio
327
Q3 2025 Added 147.73%
$121B
$74.8 Million 0.02% of portfolio
304
Q3 2025 Added 590.91%
$8.34B
$68.4 Million 0.02% of portfolio
349
Q3 2025 Added 612.24%
$6.94B
$81.6 Million 0.02% of portfolio
674
Q3 2025 Added 153.38%
$2.79B
$68.6 Million 0.02% of portfolio
1,432
Q3 2025 Reduced 5.54%
$400B
$70.7 Million 0.02% of portfolio
73
Q3 2025 Added 329.41%
$15B
$72.5 Million 0.02% of portfolio
1,438
Q3 2025 Added 17.58%
$422B
$77.7 Million 0.02% of portfolio
1,506
Q3 2025 Added 154.82%
$89.3B
$79.9 Million 0.02% of portfolio
733
Q3 2025 Added 442.96%
$55.1B
$76.7 Million 0.02% of portfolio
410
Q3 2025 Added 65.32%
$11B
$65.7 Million 0.02% of portfolio
657
Q3 2025 Added 401.53%
$2.03B
$60.7 Million 0.02% of portfolio
287
Q3 2025 Added 796.88%
$34.9B
$57.4 Million 0.02% of portfolio
241
Q3 2025 Added 32.42%
$22.8B
$54.5 Million 0.02% of portfolio
581
Q3 2025 Added 4,369.23%
$29B
$58.7 Million 0.02% of portfolio
2,030
Q3 2025 Added 193.35%
$53.8B
$70.7 Million 0.02% of portfolio
301
Q3 2025 Added 12.31%
$309B
$57.9 Million 0.02% of portfolio
373
Q3 2025 Added 79.33%
$28.4B
$60.3 Million 0.02% of portfolio
414
Q3 2025 Added 3,663.64%
$6.67B
$68.7 Million 0.02% of portfolio
548
Q3 2025 Added 193.05%
$320B
$78.8 Million 0.02% of portfolio
1,152
Q3 2025 Added 121.54%
$59.6B
$56.3 Million 0.02% of portfolio
262
Q2 2025 Added 7.82%
$6.38B
$72.7 Million 0.02% of portfolio
1,604
Q3 2025 Added 129.47%
$5.71B
$54 Million 0.02% of portfolio
286
Q3 2025 Added 244.58%
$36B
$50 Million 0.02% of portfolio
497
Q3 2025 Added 392.08%
$9.78B
$54 Million 0.02% of portfolio
1,201
Q3 2025 Added 1,249.44%
$102B
$80.8 Million 0.02% of portfolio
1,071
Q3 2025 Added 156.83%
$49.5B
$54.1 Million 0.02% of portfolio
319
Q3 2025 Added 786.11%
$161B
$62.1 Million 0.02% of portfolio
313
Q3 2025 Added 389.06%
$37.5B
$80.9 Million 0.02% of portfolio
1,426
Q3 2025 Added 193.42%
$25.7B
$65.9 Million 0.02% of portfolio
395
Q3 2025 Added 472.46%
$5.67B
$79.5 Million 0.02% of portfolio
247
Q3 2025 Added 40.34%
$14.5B
$66.4 Million 0.02% of portfolio
624
Q3 2025 Added 6.3%
$8.64B
$56.9 Million 0.02% of portfolio
673
Q3 2025 Added 391.24%
$29.5B
$59.1 Million 0.02% of portfolio
91
Q3 2025 Added 333.33%
$25.4B
$78.7 Million 0.02% of portfolio
1,106
Q3 2025 Added 81.91%
$16.1B
$63.6 Million 0.02% of portfolio
1,051
Q3 2025 Added 13,037.5%
$11.5B
$55.4 Million 0.02% of portfolio
2,452
Q3 2025 Added 0.16%
$8.24B
$69.9 Million 0.02% of portfolio
1,668
Q3 2025 Added 898.8%
$157B
$80.7 Million 0.02% of portfolio
727
Q3 2025 Added 1.68%

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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