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
$220B
$100 Million 0.04% of portfolio
1,015
Q1 2025 Added 8.21%
$88.1B
$110 Million 0.04% of portfolio
599
Q1 2025 Added 260.84%
$19.3B
$112 Million 0.04% of portfolio
1,895
Q1 2025 Added 350.12%
$748B
$115 Million 0.04% of portfolio
139
Q1 2025 Added 6.11%
$6.85B
$100 Million 0.04% of portfolio
2,128
Q1 2025 Added 286.21%
$14.2B
$110 Million 0.04% of portfolio
2,985
Q1 2025 Added 32.49%
$73.4B
$96.2 Million 0.04% of portfolio
1,201
Q1 2025 Added 2,979.49%
$831B
$96.1 Million 0.04% of portfolio
392
Q1 2025 Added 51.35%
$17.6B
$97.5 Million 0.04% of portfolio
1,396
Q1 2025 Added 11.77%
$636B
$107 Million 0.04% of portfolio
767
Q1 2025 Reduced 2.66%
$276B
$106 Million 0.04% of portfolio
666
Q1 2025 Reduced 10.6%
$62.8B
$99.9 Million 0.04% of portfolio
809
Q1 2025 Added 3,270.83%
$12.5B
$99.6 Million 0.04% of portfolio
451
Q1 2025 Added 29.97%
$19.7B
$95.5 Million 0.04% of portfolio
1,455
Q1 2025 Added 12.62%
$283B
$98 Million 0.04% of portfolio
187
Q1 2025 Added 31.69%
$263B
$96.6 Million 0.04% of portfolio
1,101
Q1 2025 Reduced 17.28%
$86.2B
$70.8 Million 0.03% of portfolio
482
Q1 2025 Added 7.35%
$233B
$84.7 Million 0.03% of portfolio
638
Q1 2025 Added 72.9%
$337B
$77.1 Million 0.03% of portfolio
368
Q1 2025 Added 30.04%
$12.6B
$89.8 Million 0.03% of portfolio
971
Q1 2025 Added 49.61%
$39.5B
$80.8 Million 0.03% of portfolio
299
Q1 2025 Added 96.71%
$1.08T
$76 Million 0.03% of portfolio
486
Q1 2025 Added 65.87%
$53.1B
$84 Million 0.03% of portfolio
321
Q1 2025 Added 2,575.0%
$7.52B
$71.3 Million 0.03% of portfolio
2,352
Q1 2025 Added 93.42%
$7.81B
$74.2 Million 0.03% of portfolio
997
Q1 2025 Reduced 35.18%
$101B
$87.5 Million 0.03% of portfolio
1,435
Q1 2025 Added 8.88%
$23.9B
$89.2 Million 0.03% of portfolio
810
Q1 2025 Added 1.89%
$12.1B
$66.4 Million 0.03% of portfolio
1,307
Q1 2025 Added 12.09%
$19.1B
$88 Million 0.03% of portfolio
273
Q1 2025 Added 75.0%
$47.2B
$75.9 Million 0.03% of portfolio
242
Q1 2025 Added 195.12%
$87.5B
$73.5 Million 0.03% of portfolio
1,084
Q1 2025 Added 2,308.89%
$32.5B
$87.1 Million 0.03% of portfolio
1,998
Q1 2025 Added 0.6%
$26.8B
$69.4 Million 0.03% of portfolio
413
Q1 2025 Added 22.19%
$41.6B
$83.2 Million 0.03% of portfolio
383
Q1 2025 Added 17.85%
$142B
$75.7 Million 0.03% of portfolio
675
Q1 2025 Added 11.39%
$19.4B
$76.4 Million 0.03% of portfolio
408
Q1 2025 Reduced 39.73%
$73.7B
$66.2 Million 0.03% of portfolio
291
Q1 2025 Reduced 10.19%
$26.9B
$73.1 Million 0.03% of portfolio
128
Q1 2025 Added 0.79%
$96.2B
$69.6 Million 0.03% of portfolio
3,067
Q1 2025 Added 7.5%
$187B
$66.6 Million 0.03% of portfolio
134
Q1 2025 Added 0.75%
$30.1B
$71.9 Million 0.03% of portfolio
408
Q1 2025 Added 391.57%
$89.4B
$79.6 Million 0.03% of portfolio
547
Q1 2025 Added 2.05%
$35.4B
$86.1 Million 0.03% of portfolio
180
Q1 2025 Added 5,900.0%
$105B
$79.1 Million 0.03% of portfolio
117
Q1 2025 Reduced 31.18%
$15.7B
$86.1 Million 0.03% of portfolio
609
Q1 2025 Reduced 3.49%
$78.2B
$77.4 Million 0.03% of portfolio
151
Q1 2025 Added 694.74%
$15.1B
$72.9 Million 0.03% of portfolio
693
Q1 2025 Added 20.1%
$10.3B
$85.6 Million 0.03% of portfolio
2,001
Q1 2025 Added 2.46%
$61.7B
$67.4 Million 0.03% of portfolio
395
Q1 2025 Added 65.97%

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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