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
$2.92B
$52.3 Million 0.02% of portfolio
1,924
Q4 2025 Reduced 0.93%
$55.7B
$53.7 Million 0.02% of portfolio
298
Q4 2025 Added 15.95%
$12.2B
$84.7 Million 0.02% of portfolio
381
Q4 2025 Reduced 4.51%
$237B
$68.6 Million 0.02% of portfolio
259
Q4 2025 Added 167.01%
Sandisk Corp
-
$84.5 Million 0.02% of portfolio
-
Q4 2025 Added 0.28%
$53.3B
$71.6 Million 0.02% of portfolio
260
Q4 2025 Reduced 2.99%
$0
$64.1 Million 0.02% of portfolio
94
Q1 2025 Reduced 6.93%
$17.2B
$55.9 Million 0.02% of portfolio
330
Q4 2025 Reduced 1.2%
$25.8B
$71.7 Million 0.02% of portfolio
283
Q4 2025 Added 6.79%
$12.8B
$58.9 Million 0.02% of portfolio
470
Q4 2025 Added 158.24%
$4.28B
$61.8 Million 0.02% of portfolio
683
Q4 2025 Added 6.22%
$11.2B
$63.7 Million 0.02% of portfolio
384
Q4 2025 Reduced 22.89%
$17.1B
$71.5 Million 0.02% of portfolio
820
Q4 2025 Added 175.17%
$7.32B
$53.8 Million 0.02% of portfolio
684
Q4 2025 Reduced 43.98%
$12.2B
$69 Million 0.02% of portfolio
642
Q4 2025 Added 1,734.29%
$21.7B
$73 Million 0.02% of portfolio
513
Q4 2025 Added 3.85%
$67.6B
$73.1 Million 0.02% of portfolio
1,370
Q4 2025 Added 85.64%
$0
$67.2 Million 0.02% of portfolio
352
Q4 2025 Added 21.38%
$0
$64.4 Million 0.02% of portfolio
348
Q4 2022 New
$41.2B
$80.6 Million 0.02% of portfolio
361
Q4 2025 Reduced 49.79%
$43.4B
$56.8 Million 0.02% of portfolio
324
Q4 2025 Added 912.5%
$19.3B
$60.3 Million 0.02% of portfolio
219
Q4 2025 Reduced 0.45%
$44.1B
$65.3 Million 0.02% of portfolio
884
Q4 2025 Reduced 8.39%
$12.5B
$77.7 Million 0.02% of portfolio
320
Q4 2025 Reduced 28.73%
$4.09B
$74.3 Million 0.02% of portfolio
7,308
Q4 2025 Reduced 8.02%
$228B
$49.6 Million 0.01% of portfolio
396
Q4 2025 Added 1.8%
$3.45B
$26.6 Million 0.01% of portfolio
211
Q4 2025 Reduced 21.85%
$11B
$40.3 Million 0.01% of portfolio
112
Q4 2025 Added 5.66%
$388B
$22.7 Million 0.01% of portfolio
106
Q4 2025 Added 7.07%
$33.6B
$22.4 Million 0.01% of portfolio
156
Q3 2025 New
$72.3B
$24.7 Million 0.01% of portfolio
224
Q4 2025 Reduced 0.44%
$7.79B
$19.6 Million 0.01% of portfolio
188
Q4 2025 Added 193.75%
$76.5B
$26.1 Million 0.01% of portfolio
154
Q3 2025 Added 381.25%
$7.09B
$30.1 Million 0.01% of portfolio
469
Q4 2025 Added 1.52%
$6.76B
$40.5 Million 0.01% of portfolio
762
Q4 2025 Added 2,281.25%
$14.2B
$44.8 Million 0.01% of portfolio
281
Q4 2025 Reduced 0.35%
$7.87B
$50.5 Million 0.01% of portfolio
516
Q4 2025 Added 14.16%
$104B
$26.3 Million 0.01% of portfolio
456
Q4 2025 Reduced 49.05%
$12.6B
$24.1 Million 0.01% of portfolio
2,887
Q4 2025 Added 381.17%
$2.76B
$19.6 Million 0.01% of portfolio
271
Q4 2025 Added 153.27%
$3.29B
$40 Million 0.01% of portfolio
1,518
Q4 2025 Added 9.92%
$62.3B
$35.1 Million 0.01% of portfolio
304
Q4 2025 Reduced 30.75%
$11.1B
$26.5 Million 0.01% of portfolio
827
Q4 2025 Added 230.8%
$5.06B
$32.8 Million 0.01% of portfolio
442
Q4 2025 Reduced 0.23%
$10.3B
$44 Million 0.01% of portfolio
1,278
Q4 2025 Added 15.34%
$72.4B
$23.3 Million 0.01% of portfolio
66
Q4 2025 Added 407.69%
$8.73B
$27.1 Million 0.01% of portfolio
708
Q4 2025 Reduced 0.84%
$197B
$47.8 Million 0.01% of portfolio
186
Q4 2025 Added 3.91%
Aptiv PLC
-
$42.2 Million 0.01% of portfolio
-
Q4 2025 Added 6.32%

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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