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
$79.8B
$40.3 Million 0.02% of portfolio
163
Q1 2025 Added 28.35%
$12.4B
$63.9 Million 0.02% of portfolio
484
Q1 2025 Added 0.41%
$28.9B
$54.2 Million 0.02% of portfolio
629
Q1 2025 Added 1.13%
$29.8B
$44 Million 0.02% of portfolio
323
Q1 2025 Added 2.22%
$3.98B
$46.9 Million 0.02% of portfolio
701
Q1 2025 Reduced 2.23%
$47.7B
$39.5 Million 0.02% of portfolio
1,156
Q1 2025 Added 342.91%
$7.65B
$60.6 Million 0.02% of portfolio
1,394
Q1 2025 Added 69,600.0%
$28.9B
$51.4 Million 0.02% of portfolio
182
Q1 2025 Added 44.44%
$21.2B
$49.4 Million 0.02% of portfolio
701
Q1 2025 Added 5,292.31%
$61.6B
$53.2 Million 0.02% of portfolio
864
Q1 2025 Added 188.96%
$13.2B
$55.7 Million 0.02% of portfolio
477
Q1 2025 Reduced 6.29%
$9.98B
$42 Million 0.02% of portfolio
138
Q1 2025 Reduced 46.51%
$573B
$48.5 Million 0.02% of portfolio
52
Q1 2025 Added 92.59%
$145B
$43.4 Million 0.02% of portfolio
612
Q1 2025 Added 6.25%
$8.2B
$49.8 Million 0.02% of portfolio
529
Q1 2025 Added 17,533.33%
$281B
$52.9 Million 0.02% of portfolio
626
Q1 2025 Added 24.45%
$147B
$63.3 Million 0.02% of portfolio
224
Q1 2025 Added 6.16%
$3.44B
$40.1 Million 0.02% of portfolio
1,437
Q1 2025 Added 269.41%
$51.4B
$40.6 Million 0.02% of portfolio
971
Q1 2025 Reduced 1.52%
$8.29B
$40.1 Million 0.02% of portfolio
1,367
Q1 2025 Added 1.48%
$21.2B
$49.2 Million 0.02% of portfolio
589
Q1 2025 Added 6.9%
$10.8B
$62.2 Million 0.02% of portfolio
809
Q1 2025 Reduced 14.21%
$1.2T
$45.3 Million 0.02% of portfolio
273
Q1 2025 Reduced 10.49%
$934B
$49.5 Million 0.02% of portfolio
191
Q1 2025 Added 172.86%
$59.8B
$44.8 Million 0.02% of portfolio
169
Q1 2025 Added 39.67%
$21.1B
$42.4 Million 0.02% of portfolio
433
Q1 2025 Added 2.36%
$6.23B
$56.1 Million 0.02% of portfolio
5,449
Q1 2025 Added 5.54%
$74.5B
$63.4 Million 0.02% of portfolio
577
Q1 2025 Added 968.52%
$12B
$44.7 Million 0.02% of portfolio
238
Q1 2025 Added 25.93%
$57.5B
$51.9 Million 0.02% of portfolio
393
Q1 2025 Added 702.04%
$40B
$49.3 Million 0.02% of portfolio
213
Q1 2025 Added 4.93%
$585B
$41.3 Million 0.02% of portfolio
118
Q1 2025 Added 151.06%
$38.7B
$61.1 Million 0.02% of portfolio
337
Q1 2025 Reduced 4.8%
$92.7B
$43.1 Million 0.02% of portfolio
186
Q1 2025 Added 14.81%
$310B
$41.3 Million 0.02% of portfolio
576
Q1 2025 Added 38.46%
$2.39B
$47.8 Million 0.02% of portfolio
3,264
Q1 2025 Added 94.05%
$10.1B
$56.2 Million 0.02% of portfolio
362
Q1 2025 Added 409.86%
$3.34B
$41.9 Million 0.02% of portfolio
3,956
Q1 2025 Added 481.76%
$8.33B
$40.1 Million 0.02% of portfolio
804
Q1 2025 Added 4,366.67%
$74.1B
$44.1 Million 0.02% of portfolio
268
Q1 2025 Added 1,065.22%
$187B
$15.7 Million 0.01% of portfolio
50
Q1 2025 Added 108.33%
$3.51B
$15.8 Million 0.01% of portfolio
403
Q1 2025 Reduced 42.1%
$4.92B
$24.2 Million 0.01% of portfolio
734
Q1 2025 Added 0.14%
$9.13B
$19.8 Million 0.01% of portfolio
207
Q1 2025 Reduced 0.96%
$103B
$24.5 Million 0.01% of portfolio
408
Q1 2025 Reduced 30.85%
$1.88B
$32.3 Million 0.01% of portfolio
2,780
Q1 2025 Added 3,928.99%
$41.8B
$16.4 Million 0.01% of portfolio
95
Q1 2025 Added 106.52%
$5.4B
$23 Million 0.01% of portfolio
1,272
Q1 2025 Added 3,337.84%
$10.7B
$26.9 Million 0.01% of portfolio
666
Q1 2025 Added 2.78%

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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