True Wealth Design, LLC Purchases in Q4 2025

True Wealth Design, LLC

  • $341 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
Ea Series Trust
16.9K
+ 3.68%
N/A
476K $54.8B
VTI
Vanguard Total Stock Market Et

ETFs
7.02K
+ 91.81%
$321.8 - $337.95 $2.26M - $2.37M
14.7K $4.92B
Simplify Exchange Traded Fun
34.1K
+ 15.75%
N/A
250K $12.6B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
18.6K
+ 2467.11%
$72.17 - $75.74 $1.34M - $1.41M
19.4K $1.46B
Vanguard Malvern Fds
9.16K
New
N/A
9.16K $713M
TYA
Simplify Exchange Traded Fds S

ETFs
51.6K
+ 6.67%
N/A
826K $11.1B
BMY
Bristol Myers Squibb CO

Healthcare
5.11K
+ 475.98%
$42.6 - $49.08 $218K - $251K
6.19K $334M
DGRO
Ishares Core Dividend Growth E

ETFs
3.79K
New
$66.93 - $69.17 $253K - $262K
3.79K $263M
IGRO
Ishares Tr International Divid

ETFs
2.94K
New
$78.71 - $81.58 $231K - $240K
2.94K $243M
AAPL
Apple Inc.

Technology
303
+ 3.66%
$245.27 - $275.25 $74.3K - $83.4K
8.58K $2.33B
CAT
Caterpillar Inc

Industrials
228
+ 28.9%
$480.82 - $585.49 $110K - $133K
1.02K $583M
Wedbush Ser Tr
6.17K
New
N/A
6.17K $195M
Atlassian Corporation
1.18K
+ 230.41%
N/A
1.7K $275M
CNC
Centene Corp

Healthcare
4.19K
+ 115.49%
$33.15 - $38.7 $139K - $162K
7.82K $322M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
1K
New
$161.21 - $171.97 $161K - $172K
1K $168M
EIX
Edison International

Utilities
2.21K
+ 93.75%
$52.12 - $59.08 $115K - $130K
4.56K $274M
ROP
Roper Technologies Inc

Industrials
316
+ 2257.14%
$443.27 - $520.0 $140K - $164K
330 $147M
LVS
Las Vegas Sands Corp

Consumer Cyclical
2.09K
+ 717.53%
$46.47 - $66.99 $97K - $140K
2.38K $155M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
3.55K
+ 1068.98%
$29.81 - $42.36 $106K - $150K
3.88K $144M
UPS
United Parcel Service Inc

Industrials
1.23K
+ 267.03%
$82.87 - $97.4 $102K - $120K
1.69K $168M
CB
Chubb LTD

Financial Services
351
+ 90.46%
$268.2 - $296.22 $94.1K - $104K
739 $231M
ILMN
Illumina, Inc.

Healthcare
407
+ 21.82%
$91.0 - $123.54 $37K - $50.3K
2.27K $298M
Pimco ETF Tr
4.91K
+ 7.27%
N/A
72.5K $1.93B
MKTX
Marketaxess Holdings Inc

Financial Services
641
+ 1393.48%
$158.85 - $177.4 $102K - $114K
687 $125M
FDS
Factset Research Systems Inc

Financial Services
398
New
$253.62 - $294.11 $101K - $117K
398 $115M
EXPE
Expedia Group, Inc.

Consumer Cyclical
45
+ 3.37%
$210.33 - $273.65 $9.46K - $12.3K
1.38K $392M
JBHT
Hunt J B Transport Services Inc

Industrials
155
+ 12.7%
$132.68 - $172.64 $20.6K - $26.8K
1.38K $267M
NSC
Norfolk Southern Corp

Industrials
351
+ 235.57%
$279.53 - $300.15 $98.1K - $105K
500 $144M
ZM
Zoom Video Communications, Inc.

Technology
1.02K
+ 44.79%
$79.17 - $87.23 $80.9K - $89.1K
3.3K $285M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
3.32K
+ 322.04%
$25.3 - $29.23 $83.9K - $97K
4.35K $122M
AMP
Ameriprise Financial Inc

Financial Services
190
+ 311.48%
$440.8 - $497.79 $83.8K - $94.6K
251 $123M
BKNG
Booking Holdings Inc.

Consumer Cyclical
17
+ 58.62%
$4804.01 - $5424.55 $81.7K - $92.2K
46 $246M
PYPL
Pay Pal Holdings, Inc.

Financial Services
1.55K
+ 296.37%
$61.89 - $76.13 $96.1K - $118K
2.08K $121M
MU
Micron Technology Inc

Technology
61
+ 11.73%
$181.6 - $253.3 $11.1K - $15.5K
581 $166M
NEM
Newmont Corp

Basic Materials
689
+ 106.49%
$78.63 - $98.27 $54.2K - $67.7K
1.34K $133M
PCG
Pg&E Corp

Utilities
4.26K
+ 40.84%
$15.63 - $16.81 $66.6K - $71.6K
14.7K $236M
GM
General Motors CO

Consumer Cyclical
1
+ 0.03%
$55.35 - $71.89 $55.4 - $71.9
3.85K $313M
C
Citigroup Inc

Financial Services
346
+ 14.36%
$93.93 - $102.87 $32.5K - $35.6K
2.76K $321M
WMT
Walmart Inc.

Consumer Defensive
430
+ 13.63%
$101.18 - $109.03 $43.5K - $46.9K
3.59K $399M
LLY
Eli Lilly & CO

Healthcare
23
+ 15.23%
$799.57 - $1025.28 $18.4K - $23.6K
174 $187M
AMT
American Tower Corp

Real Estate
410
+ 1782.61%
$176.64 - $193.32 $72.4K - $79.3K
433 $76M
UTHR
United Therapeutics Corp

Healthcare
129
+ 118.35%
$415.34 - $466.4 $53.6K - $60.2K
238 $116M
ACN
Accenture PLC

Technology
228
+ 89.41%
$234.02 - $253.35 $53.4K - $57.8K
483 $130M
EXAS
Exact Sciences Corp

Healthcare
375
+ 61.68%
$56.19 - $69.63 $21.1K - $26.1K
983 $99.8M
MRK
Merck & Co., Inc.

Healthcare
55
+ 1.95%
$82.49 - $92.93 $4.54K - $5.11K
2.87K $302M
TW
Tradeweb Markets Inc.

Financial Services
607
+ 1734.29%
$103.59 - $110.95 $62.9K - $67.3K
642 $69M
ABNB
Airbnb, Inc.

Consumer Cyclical
357
+ 30.86%
$117.6 - $129.07 $42K - $46.1K
1.51K $205M
IT
Gartner Inc

Technology
259
+ 161.88%
$226.44 - $258.17 $58.6K - $66.9K
419 $106M
NOW
Service Now, Inc.

Technology
603
+ 1586.84%
$835.79 - $946.29 $504K - $571K
641 $98.2M
Activity Summary
Buys All Purchases 1099 New Holdings 177 Increased Positions 922 Sells All Sells 997 Reductions 997 Sold out 0 Options Calls 0 Puts 0
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