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
$9.8B
$48.2 Million 0.01% of portfolio
1,308
Q4 2025 Added 254.47%
$33.4B
$36.4 Million 0.01% of portfolio
799
Q4 2025 Added 41.42%
$4.88B
$29.1 Million 0.01% of portfolio
93
Q3 2025 Added 8.14%
$6.94B
$37 Million 0.01% of portfolio
336
Q4 2025 Reduced 50.15%
$277B
$25.2 Million 0.01% of portfolio
274
Q4 2025 Added 1.86%
$12.9B
$29.8 Million 0.01% of portfolio
260
Q4 2025 Added 642.86%
$10.5B
$34.9 Million 0.01% of portfolio
294
Q4 2025 Added 2.8%
$73.2B
$23.7 Million 0.01% of portfolio
7
Q4 2025 Reduced 72.0%
$14.1B
$39.3 Million 0.01% of portfolio
216
Q4 2025 Added 285.71%
$4.74B
$37.2 Million 0.01% of portfolio
432
Q4 2025 Reduced 0.23%
$48.8B
$35.9 Million 0.01% of portfolio
789
Q4 2025 Reduced 0.75%
$128B
$20 Million 0.01% of portfolio
858
Q4 2025 Added 4.76%
$181B
$30.2 Million 0.01% of portfolio
2,578
Q4 2025 Reduced 1.68%
$83.6B
$27.9 Million 0.01% of portfolio
215
Q3 2025 New
$80.2B
$19.3 Million 0.01% of portfolio
262
Q4 2025 Added 4.8%
$86B
$36.5 Million 0.01% of portfolio
1,436
Q4 2025 Reduced 4.71%
$5.02B
$23.3 Million 0.01% of portfolio
1,160
Q4 2025 Added 106.77%
$3.65B
$28.5 Million 0.01% of portfolio
1,066
Q4 2025 Reduced 12.69%
$138B
$48.2 Million 0.01% of portfolio
799
Q4 2025 Added 5.83%
$24.1B
$41.5 Million 0.01% of portfolio
236
Q4 2025 Added 1.29%
$2.33B
$24.8 Million 0.01% of portfolio
421
Q4 2025 Reduced 3.66%
$2.03B
$28.3 Million 0.01% of portfolio
145
Q4 2025 Reduced 49.48%
$147B
$18.2 Million 0.01% of portfolio
191
Q4 2025 Reduced 53.75%
$8.52B
$39.6 Million 0.01% of portfolio
465
Q4 2025 Reduced 12.59%
$123B
$19.3 Million 0.01% of portfolio
340
Q4 2025 Reduced 37.04%
$4.78B
$23 Million 0.01% of portfolio
310
Q4 2025 Added 37.78%
$10.1B
$34.1 Million 0.01% of portfolio
64
Q4 2025 Added 6.67%
$86.4B
$24.7 Million 0.01% of portfolio
79
Q4 2025 Reduced 4.82%
$3.68B
$18.3 Million 0.01% of portfolio
410
Q4 2025 Added 5.94%
$10.9B
$24.8 Million 0.01% of portfolio
225
Q4 2025 Reduced 29.91%
$64.7B
$24.5 Million 0.01% of portfolio
248
Q4 2025 Added 68.71%
$5.44B
$35 Million 0.01% of portfolio
907
Q4 2025 Added 54.25%
$29B
$44.3 Million 0.01% of portfolio
1,452
Q4 2025 Reduced 28.47%
$45.2B
$25.7 Million 0.01% of portfolio
486
Q4 2025 Added 723.73%
$20.1B
$29.8 Million 0.01% of portfolio
54
Q4 2025 Added 350.0%
$16.9B
$22.3 Million 0.01% of portfolio
288
Q4 2025 Reduced 25.58%
$8.54B
$26.1 Million 0.01% of portfolio
131
Q4 2025 Added 0.77%
$7.46B
$21.4 Million 0.01% of portfolio
104
Q4 2025 Reduced 0.95%
$303B
$45.4 Million 0.01% of portfolio
298
Q4 2025 Reduced 20.11%
$3.71B
$18.9 Million 0.01% of portfolio
166
Q4 2025 Reduced 30.83%
$1.75B
$18.8 Million 0.01% of portfolio
283
Q4 2025 Added 3.66%
$26.1B
$43.3 Million 0.01% of portfolio
265
Q4 2025 Reduced 0.75%
$25.6B
$41.6 Million 0.01% of portfolio
713
Q4 2025 Added 21.88%
$11.1B
$35.6 Million 0.01% of portfolio
152
Q4 2025 Added 102.67%
$306B
$28.6 Million 0.01% of portfolio
409
Q4 2025 Reduced 5.32%
$1.34B
$39.6 Million 0.01% of portfolio
258
Q4 2025 Added 1.98%
$37.6B
$22.7 Million 0.01% of portfolio
273
Q4 2025 Added 290.0%
$65.7B
$45.6 Million 0.01% of portfolio
577
Q4 2025 Added 148.71%
$428M
$17.4 Million 0.01% of portfolio
1,009
Q4 2025 Added 3.59%

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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