True Wealth Design, LLC Portfolio Holdings

True Wealth Design, LLC

  • $263 Billion
  • Q1 2025

True Wealth Design, LLC has filed its 13F form on May 13, 2025 for Q1 2025 where it was disclosed a total value porftolio of $263 Billion distributed in 2650 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ea Series Trust with a value of $63.9B, Dimensional ETF Tr U S Core Eq with a value of $48.1B, Dimensional ETF Tr Dimensional with a value of $32.6B, Dimensional ETF Tr Dimensional with a value of $25.3B, and Dimensional ETF Tr Emerging Mk with a value of $21.8B.

Examining the 13F form we can see an increase of $4.82B in the current position value, from $258B to 263B.

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 $263 Billion
ETFs: $169 Billion
Technology: $6.37 Billion
Industrials: $4.25 Billion
Healthcare: $3.36 Billion
Financial Services: $3.27 Billion
Consumer Cyclical: $3.03 Billion
Consumer Defensive: $1.47 Billion
Communication Services: $1.41 Billion
Other: $3.28 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
-
$2.12 Billion 0.81% of portfolio
-
Q1 2025 Reduced 2.0%
$3.45T
$1.6 Billion 0.61% of portfolio
7,219
Q1 2025 Added 1.55%
$416B
$510 Million 0.19% of portfolio
4,708
Q1 2025 Added 40.66%
$2.32T
$380 Million 0.14% of portfolio
1,999
Q1 2025 Added 20.06%
$3.77T
$363 Million 0.14% of portfolio
966
Q1 2025 Added 53.58%
$118B
$340 Million 0.13% of portfolio
3,233
Q1 2025 Added 716.41%
$12.8B
$307 Million 0.12% of portfolio
3,108
Q1 2025 Added 46.95%
$3.1B
$298 Million 0.11% of portfolio
5,942
Q1 2025 New
$220B
$269 Million 0.1% of portfolio
815
Q1 2025 Reduced 2.4%
$220B
$256 Million 0.1% of portfolio
820
Q1 2025 Added 4.59%
$1.14T
$225 Million 0.09% of portfolio
1,452
Q1 2025 Added 24.64%
-
$249 Million 0.09% of portfolio
-
Q1 2025 Added 139.56%
$85.3B
$236 Million 0.09% of portfolio
2,153
Q1 2025 Added 91.72%
$439B
$245 Million 0.09% of portfolio
1,479
Q1 2025 Added 20.73%
$108B
$235 Million 0.09% of portfolio
526
Q1 2025 Added 2.14%
$92.6B
$237 Million 0.09% of portfolio
390
Q1 2025 Added 0.26%
$15.8B
$183 Million 0.07% of portfolio
3,012
Q1 2025 Added 14.39%
$98.7B
$185 Million 0.07% of portfolio
699
Q1 2025 Added 4.64%
$82.6B
$176 Million 0.07% of portfolio
1,827
Q1 2025 Added 3.1%
$201B
$192 Million 0.07% of portfolio
1,281
Q1 2025 Added 18.39%
$375B
$182 Million 0.07% of portfolio
1,070
Q1 2025 Added 8.3%
$30.5B
$183 Million 0.07% of portfolio
719
Q1 2025 Added 25.48%
$55.7B
$154 Million 0.06% of portfolio
1,288
Q1 2025 Added 38.64%
$195B
$158 Million 0.06% of portfolio
5,589
Q1 2025 Reduced 0.32%
$113B
$154 Million 0.06% of portfolio
922
Q1 2025 Added 29.49%
$65.6B
$169 Million 0.06% of portfolio
2,898
Q1 2025 Added 113.4%
$61.9B
$141 Million 0.05% of portfolio
1,620
Q1 2025 Added 55.62%
$383B
$120 Million 0.05% of portfolio
2,879
Q1 2025 Added 11.42%
$24.4B
$120 Million 0.05% of portfolio
2,932
Q1 2025 Added 1.45%
$417B
$143 Million 0.05% of portfolio
151
Q1 2025 Added 20.8%
-
$134 Million 0.05% of portfolio
-
Q1 2025 Added 10.67%
$283B
$138 Million 0.05% of portfolio
690
Q1 2025 Added 7.14%
$69.5B
$119 Million 0.05% of portfolio
2,524
Q1 2025 Added 122.77%
$76.2B
$137 Million 0.05% of portfolio
1,053
Q1 2025 Added 8.22%
$29.2B
$124 Million 0.05% of portfolio
467
Q1 2025 Added 514.47%
$15.3B
$138 Million 0.05% of portfolio
2,274
Q1 2025 Added 28.84%
$1.58T
$122 Million 0.05% of portfolio
211
Q1 2025 Added 86.73%
$10.5B
$144 Million 0.05% of portfolio
438
Q1 2025 Added 831.91%
$42.1B
$143 Million 0.05% of portfolio
252
Q1 2025 Added 223.08%
$27.2B
$119 Million 0.05% of portfolio
6,933
Q1 2025 Added 279.47%
$85.1B
$135 Million 0.05% of portfolio
3,234
Q1 2025 Reduced 2.38%
$25.7B
$136 Million 0.05% of portfolio
1,926
Q1 2025 Added 9.06%
$40B
$144 Million 0.05% of portfolio
2,037
Q1 2025 Added 2.52%
$173B
$112 Million 0.04% of portfolio
293
Q1 2025 Added 30.22%
$13.4B
$99.2 Million 0.04% of portfolio
760
Q1 2025 Added 49.31%
$60.5B
$100 Million 0.04% of portfolio
1,525
Q1 2025 Added 989.29%
$11B
$95.1 Million 0.04% of portfolio
1,345
Q1 2025 Added 1,168.87%
$229B
$98.4 Million 0.04% of portfolio
21
Q1 2025 Added 50.0%
$182B
$111 Million 0.04% of portfolio
1,557
Q1 2025 Added 30.29%

Summary

  • Portfolio
  • No. of Stocks 2,650
  • Current Value $263 Billion
  • Prior Value $258 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 13, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 1,347 stocks
  • Additional Purchases 807 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 381 stocks
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