True Wealth Design, LLC Reduced Holdings in Q3 2025

True Wealth Design, LLC

  • $327 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
LAW
Cs Disco, Inc.

Technology
-30
- 15.87%
$3.97 - $6.75 $119 - $203
159 $1.03M
PBYI
Puma Biotechnology, Inc.

Healthcare
-4
- 3.15%
$3.07 - $5.73 $12.3 - $22.9
123 $654K
VTYX
Ventyx Biosciences, Inc.

Healthcare
-669
- 28.1%
$2.02 - $3.27 $1.35K - $2.19K
1.71K $5.33M
HMY
Harmony Gold Mining CO LTD

Basic Materials
-7
- 6.86%
$12.61 - $18.25 $88.3 - $128
95 $1.73M
BX
Blackstone Inc.

Financial Services
-1
- 4.55%
$152.77 - $188.68 $153 - $189
21 $3.66M
Neumora Therapeutics Inc.
-730
- 47.25%
N/A
815 $1.48M
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
-4
- 15.38%
$96.73 - $137.09 $387 - $548
22 $2.91M
RYN
Rayonier Inc

Real Estate
-205
- 15.12%
$22.68 - $27.11 $4.65K - $5.56K
1.15K $30.5M
NAT
Nordic American Tankers LTD

Industrials
-10
- 1.02%
N/A
975 $3.06M
DENN
Denny'S Corp

Consumer Cyclical
-1
- 0.23%
$3.54 - $5.52 $3.54 - $5.52
443 $2.32M
INDB
Independent Bank Corp

Financial Services
-6
- 3.92%
$62.06 - $72.84 $372 - $437
147 $10.2M
LENB
Lennar Corporation Cl B
-1
- 1.85%
N/A
53 $6.36M
GIC
Global Industrial CO

Industrials
-22
- 13.17%
$26.89 - $38.46 $592 - $846
145 $5.32M
MYGN
Myriad Genetics Inc

Healthcare
-339
- 19.78%
$3.84 - $7.84 $1.3K - $2.66K
1.38K $9.94M
ERAS
Erasca, Inc.

Healthcare
-42
- 3.63%
$1.36 - $2.18 $57.1 - $91.6
1.12K $2.43M
ALEC
Alector, Inc.

Healthcare
-131
- 14.09%
$1.42 - $3.18 $186 - $417
799 $2.37M
MPC
Marathon Petroleum Corp

Energy
-2
- 2.82%
$158.59 - $198.69 $317 - $397
69 $13.2M
Fortrea Hldgs Inc
-691
- 32.09%
N/A
1.46K $12.3M
GFI
Gold Fields LTD

Basic Materials
-7
- 6.48%
$23.36 - $42.3 $164 - $296
101 $4.24M
Teekay Tankers LTD
-7
- 2.9%
N/A
234 $11.8M
CINF
Cincinnati Financial Corp

Financial Services
-4
- 1.48%
$145.8 - $158.1 $583 - $632
267 $42.2M
BLZE
Backblaze, Inc.

Technology
-7
- 1.15%
$4.89 - $10.75 $34.2 - $75.3
603 $5.6M
CSX
Csx Corp

Industrials
-37
- 2.88%
$32.05 - $36.52 $1.19K - $1.35K
1.25K $44.2M
VIG
Vanguard Dividend Appreciation

ETFs
-6
- 1.77%
N/A
333 $71.9M
ENTA
Enanta Pharmaceuticals Inc

Healthcare
-31
- 4.59%
$6.49 - $15.16 $201 - $470
645 $7.72M
ADNT
Adient PLC

Consumer Cyclical
-10
- 1.51%
$21.04 - $25.56 $210 - $256
652 $15.7M
NEE
Nextera Energy Inc

Utilities
-12
- 1.88%
$69.77 - $77.54 $837 - $930
625 $47.2M
CMPR
Cimpress PLC

Communication Services
-24
- 8.08%
$43.33 - $63.47 $1.04K - $1.52K
273 $17.2M
CRNC
Cerence Inc.

Technology
-5
- 0.32%
$8.14 - $13.52 $40.7 - $67.6
1.54K $19.2M
DFIV
Dimensional ETF Tr

ETFs
-140
- 4.32%
$42.66 - $46.53 $5.97K - $6.51K
3.1K $143M
Pimco ETF Tr
-551
- 0.81%
N/A
67.6K $1.81B
PKW
Invesco Exchange Traded Fd Tr

ETFs
-4
- 0.37%
$123.59 - $132.83 $494 - $531
1.08K $143M
AVSE
American Centy ETF Tr Avantis

ETFs
-21
- 0.78%
$58.4 - $64.07 $1.23K - $1.35K
2.68K $170M
DFUS
Dimensional ETF Tr U S Equity

ETFs
-2.78K
- 6.8%
$67.01 - $72.84 $186K - $202K
38K $2.76B
IVV
Ishares Core S&P 500 ETF

ETFs
-50
- 4.33%
$620.67 - $670.08 $31K - $33.5K
1.11K $740M
American Centy ETF Tr
-2.2K
- 7.64%
N/A
26.6K $1.58B
DFSU
Dimensional ETF Tr Dimen Us Su
-63
- 0.49%
N/A
12.8K $546M
CAT
Caterpillar Inc

Industrials
-14
- 1.74%
$390.92 - $477.15 $5.47K - $6.68K
789 $377M
HOOD
Robinhood Markets, Inc.

Technology
-316
- 12.99%
$91.27 - $143.18 $28.8K - $45.2K
2.12K $303M
AVUS
American Centy ETF Tr Avantis

ETFs
-2.56K
- 5.63%
$101.2 - $109.16 $259K - $280K
43K $4.67B
AVDE
American Centy ETF Tr Avantis

ETFs
-2.59K
- 3.88%
$73.24 - $79.04 $190K - $205K
64.3K $5.07B
DFSV
Dimensional ETF Tr Dimensional

ETFs
-289
- 0.45%
$29.2 - $32.74 $8.44K - $9.46K
63.6K $2.03B
DFAT
Dimensional ETF Tr U S Target

ETFs
-851
- 1.85%
$53.36 - $59.69 $45.4K - $50.8K
45K $2.62B
AVUV
American Centy ETF Tr Avantis

ETFs
-452
- 0.49%
$90.37 - $102.12 $40.8K - $46.2K
91.1K $9.07B
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
-7.47K
- 1.0%
$29.97 - $32.38 $224K - $242K
740K $23.6B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-2.22K
- 0.16%
$36.04 - $38.78 $80K - $86.1K
1.38M $53.4B
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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