True Wealth Design, LLC Reduced Holdings in Q2 2025

True Wealth Design, LLC

  • $284 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
HDSN
Hudson Technologies Inc

Basic Materials
-11
- 1.07%
$5.25 - $8.12 $57.8 - $89.3
1.02K $8.28M
DAR
Darling Ingredients Inc.

Consumer Defensive
-23
- 4.7%
$27.63 - $38.64 $635 - $889
466 $17.7M
FQAL
Fidelity Covington Tr Quality

ETFs
-262
- 6.92%
$57.29 - $69.63 $15K - $18.2K
3.52K $245M
CSX
Csx Corp

Industrials
-6
- 0.47%
$26.69 - $32.91 $160 - $197
1.28K $41.8M
FHN
First Horizon Corp

Financial Services
-8
- 0.33%
$16.21 - $21.2 $130 - $170
2.45K $51.9M
KD
Kyndryl Holdings, Inc.

Technology
-45
- 5.58%
$27.77 - $41.96 $1.25K - $1.89K
762 $32M
TRMB
Trimble Inc.

Technology
-106
- 7.29%
$55.12 - $75.98 $5.84K - $8.05K
1.35K $102M
AVSE
American Centy ETF Tr Avantis

ETFs
-241
- 8.2%
$45.56 - $58.63 $11K - $14.1K
2.7K $158M
AN
Autonation, Inc.

Consumer Cyclical
-9
- 3.25%
$155.71 - $201.03 $1.4K - $1.81K
268 $53.2M
DKNG
Draft Kings Inc.

Consumer Cyclical
-184
- 10.89%
$31.67 - $42.89 $5.83K - $7.89K
1.51K $64.6M
Worthington Stl Inc
-412
- 6.54%
N/A
5.89K $176M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
-1.01K
- 5.92%
$23.4 - $29.68 $23.7K - $30K
16.1K $478M
TPR
Tapestry, Inc.

Consumer Cyclical
-21
- 1.09%
$60.6 - $87.81 $1.27K - $1.84K
1.91K $167M
EMR
Emerson Electric CO

Industrials
-141
- 6.55%
$94.15 - $133.33 $13.3K - $18.8K
2.01K $268M
AMZN
Amazon Com Inc

Consumer Cyclical
-109
- 5.45%
$167.32 - $223.3 $18.2K - $24.3K
1.89K $415M
CAT
Caterpillar Inc

Industrials
-12
- 1.47%
$273.94 - $388.21 $3.29K - $4.66K
803 $312M
AVGO
Broadcom Inc.

Technology
-164
- 17.79%
$146.29 - $275.65 $24K - $45.2K
758 $209M
VTI
Vanguard Total Stock Market Et

ETFs
-350
- 5.72%
$243.75 - $303.93 $85.3K - $106K
5.77K $1.75B
HOOD
Robinhood Markets, Inc.

Technology
-802
- 24.8%
$34.17 - $93.63 $27.4K - $75.1K
2.43K $228M
BWXT
Bwx Technologies, Inc.

Industrials
-14
- 0.45%
$89.24 - $144.06 $1.25K - $2.02K
3.09K $446M
NVDA
Nvidia Corp

Technology
-556
- 11.81%
$94.31 - $157.99 $52.4K - $87.8K
4.15K $656M
DFUS
Dimensional ETF Tr U S Equity

ETFs
-541
- 1.31%
$53.65 - $67.02 $29K - $36.3K
40.8K $2.74B
AVUV
American Centy ETF Tr Avantis

ETFs
-1.06K
- 1.15%
$75.17 - $91.21 $79.9K - $97K
91.6K $8.34B
DIHP
Dimensional ETF Tr Dimensional

ETFs
-22.1K
- 4.67%
$24.32 - $29.74 $538K - $657K
452K $13.3B
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
-59K
- 7.32%
$23.66 - $29.99 $1.4M - $1.77M
747K $22.4B
DFIC
Dimensional ETF Tr Dimensional

ETFs
-103K
- 8.79%
$24.94 - $31.15 $2.57M - $3.21M
1.07M $33.3B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-73.1K
- 5.01%
$29.12 - $35.84 $2.13M - $2.62M
1.39M $49.7B
Activity Summary
Buys All Purchases 1446 New Holdings 238 Increased Positions 1208 Sells All Sells 780 Reductions 778 Sold out 2 Options Calls 0 Puts 0
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