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
$28.1B
$56.8 Million 0.02% of portfolio
1,222
Q4 2025 Added 344.36%
$12.8B
$71.8 Million 0.02% of portfolio
514
Q4 2025 Reduced 3.93%
$24.8B
$68.8 Million 0.02% of portfolio
2,434
Q4 2025 Added 21.03%
$6.46B
$67.6 Million 0.02% of portfolio
370
Q4 2025 Reduced 0.27%
$136B
$52.2 Million 0.02% of portfolio
112
Q4 2025 Added 2.75%
$72.9B
$71.8 Million 0.02% of portfolio
250
Q4 2025 Added 7.3%
$367B
$67.2 Million 0.02% of portfolio
195
Q4 2025 Reduced 22.62%
$132B
$65.2 Million 0.02% of portfolio
334
Q4 2025 Added 89.77%
$25.4B
$53.9 Million 0.02% of portfolio
2,421
Q4 2025 Added 208.02%
$284B
$61.4 Million 0.02% of portfolio
780
Q3 2025 New
$12.5B
$75.2 Million 0.02% of portfolio
221
Q4 2025 Added 56.74%
$7.05B
$60 Million 0.02% of portfolio
544
Q4 2025 Added 22.52%
$16.8B
$64.2 Million 0.02% of portfolio
953
Q4 2025 Added 73.91%
$10.7B
$59.9 Million 0.02% of portfolio
2,280
Q4 2025 Added 10.14%
$26.6B
$59.4 Million 0.02% of portfolio
716
Q4 2025 Added 8.48%
$2.46B
$62.9 Million 0.02% of portfolio
1,462
Q3 2023 New
$0
$60.9 Million 0.02% of portfolio
610
Q4 2025 New
$0
$61.8 Million 0.02% of portfolio
501
Q4 2024 Reduced 20.1%
$7.17B
$83.1 Million 0.02% of portfolio
1,747
Q4 2025 Added 12.28%
$61.6B
$61.9 Million 0.02% of portfolio
2,252
Q4 2025 Reduced 42.0%
$11.3B
$75.9 Million 0.02% of portfolio
600
Q4 2025 Reduced 18.7%
$26.1B
$61.7 Million 0.02% of portfolio
342
Q4 2025 Reduced 0.29%
$89.7B
$58.1 Million 0.02% of portfolio
313
Q4 2025 Reduced 37.02%
$73.7B
$78.2 Million 0.02% of portfolio
920
Q4 2025 Added 61.69%
$512B
$57.3 Million 0.02% of portfolio
100
Q4 2025 Reduced 21.88%
$6.83B
$59.3 Million 0.02% of portfolio
2,989
Q4 2025 Added 11.36%
$128B
$80.1 Million 0.02% of portfolio
834
Q4 2025 Added 20.69%
$12.8B
$52.9 Million 0.02% of portfolio
1,450
Q4 2025 Reduced 25.56%
$6.8B
$73 Million 0.02% of portfolio
668
Q4 2025 Reduced 0.3%
Natwest Group PLC
-
$60.3 Million 0.02% of portfolio
-
Q3 2025 New
$23.8B
$70.4 Million 0.02% of portfolio
657
Q4 2025 Added 8.77%
$49.1B
$52.9 Million 0.02% of portfolio
564
Q4 2025 Added 613.92%
$10.6B
$69.1 Million 0.02% of portfolio
995
Q4 2025 Added 116.78%
$10B
$54.9 Million 0.02% of portfolio
2,100
Q4 2025 Reduced 57.66%
$283B
$68.4 Million 0.02% of portfolio
496
Q4 2025 Reduced 0.4%
$15.2B
$63.7 Million 0.02% of portfolio
1,232
Q4 2025 Reduced 44.05%
$13.7B
$70.7 Million 0.02% of portfolio
1,550
Q4 2025 Reduced 0.32%
$10.3B
$59.3 Million 0.02% of portfolio
1,337
Q4 2025 Added 20.13%
$14.7B
$54.4 Million 0.02% of portfolio
674
Q4 2025 Added 127.7%
$18.5B
$54.3 Million 0.02% of portfolio
263
Q4 2025 Reduced 16.24%
$8.24B
$62.5 Million 0.02% of portfolio
410
Q4 2025 Added 43.36%
$4.67B
$66.5 Million 0.02% of portfolio
1,113
Q4 2025 Reduced 4.55%
$17.2B
$61.2 Million 0.02% of portfolio
588
Q4 2025 Reduced 17.53%
$10.6B
$78 Million 0.02% of portfolio
251
Q4 2025 Reduced 0.79%
$15.6B
$77.9 Million 0.02% of portfolio
3,009
Q4 2025 Added 256.52%
$6.09B
$65.3 Million 0.02% of portfolio
945
Q4 2025 Added 179.59%
$25.3B
$65.1 Million 0.02% of portfolio
972
Q4 2025 Added 1.57%
$187B
$73.2 Million 0.02% of portfolio
428
Q4 2025 Added 4.65%
$12.6B
$70.2 Million 0.02% of portfolio
345
Q4 2025 Added 23.21%

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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