True Wealth Design, LLC Incresed Positions in Q3 2025

True Wealth Design, LLC

  • $327 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
Ea Series Trust
88K
+ 23.69%
N/A
459K $52.3B
DFIC
Dimensional ETF Tr Dimensional

ETFs
2.99K
+ 0.28%
$30.76 - $33.01 $91.9K - $98.6K
1.07M $35.2B
DUHP
Dimensional ETF Tr Dimensional

ETFs
918
+ 0.13%
$35.76 - $37.93 $32.8K - $34.8K
705K $26.6B
VTI
Vanguard Total Stock Market Et

ETFs
1.88K
+ 32.51%
$303.93 - $329.86 $570K - $619K
7.65K $2.51B
Simplify Exchange Traded Fun
13.6K
+ 6.73%
N/A
216K $10.9B
AAPL
Apple Inc.

Technology
826
+ 11.09%
$202.38 - $256.87 $167K - $212K
8.28K $2.11B
DIHP
Dimensional ETF Tr Dimensional

ETFs
5.12K
+ 1.13%
$28.69 - $30.59 $147K - $156K
457K $13.9B
NVDA
Nvidia Corp

Technology
2K
+ 48.17%
$153.3 - $186.58 $307K - $373K
6.15K $1.15B
TYA
Simplify Exchange Traded Fds S

ETFs
29.1K
+ 3.91%
N/A
774K $10.5B
ADBE
Adobe Inc.

Technology
665
+ 651.96%
$333.65 - $392.1 $222K - $261K
767 $271M
WMT
Walmart Inc.

Consumer Defensive
1.98K
+ 167.6%
$94.4 - $104.27 $187K - $206K
3.16K $325M
GOOGL
Alphabet Inc.

Communication Services
408
+ 25.19%
$174.36 - $254.72 $71.1K - $104K
2.03K $493M
FIX
Comfort Systems Usa Inc

Industrials
88
+ 22.86%
$521.66 - $825.18 $45.9K - $72.6K
473 $390M
EXPE
Expedia Group, Inc.

Consumer Cyclical
699
+ 109.56%
$171.01 - $228.24 $120K - $160K
1.34K $286M
MRK
Merck & Co., Inc.

Healthcare
1.93K
+ 219.03%
$77.6 - $87.37 $150K - $169K
2.82K $236M
INTC
Intel Corp

Technology
3.81K
+ 114.57%
$19.31 - $35.5 $73.5K - $135K
7.13K $239M
APH
Amphenol Corp

Technology
822
+ 35.6%
$97.39 - $125.4 $80.1K - $103K
3.13K $387M
PCG
Pg&E Corp

Utilities
10.4K
+ 13630.26%
$13.0 - $15.73 $135K - $163K
10.4K $157M
TPR
Tapestry, Inc.

Consumer Cyclical
897
+ 47.09%
$86.48 - $116.14 $77.6K - $104K
2.8K $317M
GM
General Motors CO

Consumer Cyclical
2.01K
+ 108.91%
$48.89 - $61.24 $98K - $123K
3.85K $235M
GE
General Electric CO

Industrials
318
+ 30.52%
$244.75 - $305.63 $77.8K - $97.2K
1.36K $409M
RBLX
Roblox Corp

Communication Services
294
+ 10.08%
$100.65 - $141.56 $29.6K - $41.6K
3.21K $445M
AVGO
Broadcom Inc.

Technology
290
+ 38.26%
$264.74 - $369.57 $76.8K - $107K
1.05K $346M
PNC
Pnc Financial Services Group, Inc.

Financial Services
641
+ 288.74%
$185.88 - $207.44 $119K - $133K
863 $173M
GOOG
Alphabet Inc.

Communication Services
344
+ 65.4%
$175.16 - $255.24 $60.3K - $87.8K
870 $212M
Arista Networks Inc
682
+ 179.0%
N/A
1.06K $155M
EIX
Edison International

Utilities
2.07K
+ 731.45%
$50.42 - $56.35 $104K - $117K
2.35K $130M
APP
App Lovin Corp

Technology
142
+ 405.71%
$335.1 - $718.54 $47.6K - $102K
177 $127M
MEDP
Medpace Holdings, Inc.

Healthcare
208
+ 1600.0%
$308.88 - $514.16 $64.2K - $107K
221 $114M
JNJ
Johnson & Johnson

Healthcare
398
+ 39.25%
$155.17 - $185.42 $61.8K - $73.8K
1.41K $262M
PLTR
Palantir Technologies Inc.

Technology
403
+ 57.65%
$130.68 - $186.97 $52.7K - $75.3K
1.1K $201M
GD
General Dynamics Corp

Industrials
298
+ 488.52%
$293.92 - $341.0 $87.6K - $102K
359 $122M
AZO
Autozone Inc

Consumer Cyclical
24
+ 2400.0%
$3649.42 - $4354.54 $87.6K - $105K
25 $108M
TFX
Teleflex Inc

Healthcare
819
+ 261.66%
$109.79 - $132.5 $89.9K - $109K
1.13K $138M
TSLA
Tesla, Inc.

Consumer Cyclical
129
+ 37.39%
$293.94 - $444.72 $37.9K - $57.4K
474 $211M
TSN
Tyson Foods, Inc.

Consumer Defensive
1.86K
+ 1114.37%
$52.3 - $57.69 $97.3K - $107K
2.03K $110M
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
214
+ 1528.57%
$311.12 - $482.13 $66.6K - $103K
228 $104M
CHTR
Charter Communications, Inc.

Communication Services
364
+ 3033.33%
$256.57 - $418.22 $93.4K - $152K
376 $104M
VRSN
Verisign Inc

Technology
369
+ 49.73%
$263.02 - $305.98 $97.1K - $113K
1.11K $311M
ORCL
Oracle Corp

Technology
159
+ 19.56%
$218.96 - $328.33 $34.8K - $52.2K
972 $273M
MNST
Monster Beverage Corp

Consumer Defensive
1.32K
+ 93.49%
$58.65 - $67.31 $77.5K - $88.9K
2.73K $184M
CNC
Centene Corp

Healthcare
2.96K
+ 443.11%
$25.21 - $56.65 $74.6K - $168K
3.63K $129M
FDX
Fedex Corp

Industrials
391
+ 1086.11%
$217.1 - $243.2 $84.9K - $95.1K
427 $101M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
460
+ 1243.24%
$196.15 - $217.83 $90.2K - $100K
497 $100M
PEP
Pepsico Inc

Consumer Defensive
570
+ 42.19%
$133.81 - $152.16 $76.3K - $86.7K
1.92K $270M
NBIX
Neurocrine Biosciences Inc

Healthcare
609
+ 178.07%
$123.98 - $146.67 $75.5K - $89.3K
951 $134M
CHWY
Chewy, Inc.

Consumer Cyclical
2.24K
+ 5733.33%
$34.27 - $42.33 $76.6K - $94.6K
2.28K $92M
BBY
Best Buy CO Inc

Consumer Cyclical
1.12K
+ 175.27%
$64.12 - $78.46 $71.8K - $87.9K
1.76K $133M
MTCH
Match Group, Inc.

Communication Services
2.49K
+ 83000.0%
$31.83 - $38.77 $79.3K - $96.5K
2.49K $88.1M
Activity Summary
Buys All Purchases 1682 New Holdings 361 Increased Positions 1321 Sells All Sells 447 Reductions 447 Sold out 0 Options Calls 0 Puts 0
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