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
$10.1B
$27.3 Million 0.01% of portfolio
130
Q1 2025 Added 3.17%
$3.12B
$19 Million 0.01% of portfolio
316
Q1 2025 New
$6.12B
$27.7 Million 0.01% of portfolio
637
Q1 2025 Added 4.6%
$50.1B
$21.3 Million 0.01% of portfolio
93
Q1 2025 Reduced 60.26%
$8.45B
$17.5 Million 0.01% of portfolio
251
Q1 2025 Added 24.26%
$14.5B
$33.1 Million 0.01% of portfolio
290
Q1 2025 Added 11.11%
$7.68B
$13.2 Million 0.01% of portfolio
149
Q1 2025 Reduced 0.67%
$135B
$23 Million 0.01% of portfolio
135
Q1 2025 Added 31.07%
$6.99B
$24.4 Million 0.01% of portfolio
234
Q1 2025 Reduced 17.02%
$147B
$17.3 Million 0.01% of portfolio
172
Q1 2025 Added 309.52%
$1.49B
$15.2 Million 0.01% of portfolio
420
Q1 2025 Added 677.78%
$3.74B
$16.1 Million 0.01% of portfolio
278
Q1 2025 Reduced 6.08%
$88.6B
$18.5 Million 0.01% of portfolio
73
Q1 2025 Reduced 1.35%
$83.7B
$29.8 Million 0.01% of portfolio
166
Q1 2025 Added 43.1%
$32.1B
$19.7 Million 0.01% of portfolio
1,008
Q1 2025 Reduced 68.67%
$19.7B
$23.9 Million 0.01% of portfolio
306
Q1 2025 Added 68.13%
$116B
$14.5 Million 0.01% of portfolio
48
Q1 2025 Added 71.43%
$22B
$16.2 Million 0.01% of portfolio
79
Q1 2025 Added 276.19%
$5.87B
$31.4 Million 0.01% of portfolio
315
Q1 2025 Added 377.27%
$284B
$27.8 Million 0.01% of portfolio
451
Q1 2025 Added 81.85%
$4.56B
$18.9 Million 0.01% of portfolio
2,303
Q1 2025 Added 821.2%
$54.8B
$27.4 Million 0.01% of portfolio
243
Q1 2025 Added 8.0%
$14.1B
$18.5 Million 0.01% of portfolio
1,510
Q1 2025 Added 5.45%
$300B
$34.2 Million 0.01% of portfolio
477
Q1 2025 Added 18.66%
$76.4B
$18 Million 0.01% of portfolio
192
Q1 2025 Reduced 18.3%
$157B
$30.3 Million 0.01% of portfolio
822
Q1 2025 Reduced 79.9%
$7.79B
$26.8 Million 0.01% of portfolio
431
Q1 2025 Added 8.84%
$7.59B
$22.7 Million 0.01% of portfolio
199
Q1 2025 Reduced 4.33%
$4.22B
$30 Million 0.01% of portfolio
5,480
Q1 2025 New
$110B
$20.3 Million 0.01% of portfolio
57
Q1 2025 Added 96.55%
$12.9B
$21.8 Million 0.01% of portfolio
244
Q1 2025 Added 151.55%
$70.1B
$37.9 Million 0.01% of portfolio
1,289
Q1 2025 Added 710.69%
$8.78B
$27.3 Million 0.01% of portfolio
218
Q1 2025 Added 6.34%
$5.95B
$15.3 Million 0.01% of portfolio
489
Q1 2025 New
$32.8B
$26.4 Million 0.01% of portfolio
386
Q1 2025 Added 36.88%
$4.65B
$27.1 Million 0.01% of portfolio
337
Q1 2025 Added 10.13%
$16.4B
$35.8 Million 0.01% of portfolio
78
Q1 2025 Added 21.88%
$25.5B
$16.5 Million 0.01% of portfolio
119
Q1 2025 Added 29.35%
$2.62B
$26.7 Million 0.01% of portfolio
432
Q1 2025 Added 3,223.08%
$15.1B
$24.9 Million 0.01% of portfolio
277
Q1 2025 Added 60.12%
$5.91B
$17.9 Million 0.01% of portfolio
516
Q1 2025 Added 56.84%
$11.7B
$13.8 Million 0.01% of portfolio
136
Q1 2025 Reduced 8.11%
$3.33B
$14.8 Million 0.01% of portfolio
857
Q1 2025 New
$5.31B
$23.3 Million 0.01% of portfolio
218
Q1 2025 Added 21,700.0%
$15.8B
$31.6 Million 0.01% of portfolio
458
Q1 2025 Added 28.29%
$18.1B
$13.3 Million 0.01% of portfolio
50
Q1 2025 Added 900.0%
$489M
$33.8 Million 0.01% of portfolio
2,589
Q1 2025 Added 0.31%
$15.2B
$19.9 Million 0.01% of portfolio
306
Q1 2025 Added 21.43%
$65.2B
$24.5 Million 0.01% of portfolio
648
Q1 2025 Added 431.15%

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
Track This Portfolio

Track True Wealth Design, LLC Portfolio

Follow True Wealth Design, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of True Wealth Design, LLC, based on Form 13F filings with the SEC.

News

Stay updated on True Wealth Design, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email