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
$22.4B
$29.3 Million 0.01% of portfolio
299
Q1 2025 Reduced 15.3%
$238B
$15 Million 0.01% of portfolio
27
Q1 2025 Added 800.0%
$5.49B
$21.6 Million 0.01% of portfolio
125
Q1 2025 Added 89.39%
$160B
$38.7 Million 0.01% of portfolio
183
Q1 2025 Added 22.0%
$26.5B
$35.8 Million 0.01% of portfolio
1,293
Q1 2025 Added 2,978.57%
$260B
$16.7 Million 0.01% of portfolio
67
Q1 2025 Added 59.52%
$7.71B
$33.3 Million 0.01% of portfolio
2,194
Q1 2025 Reduced 57.67%
$6.8B
$24 Million 0.01% of portfolio
663
Q1 2025 Reduced 35.0%
$62.5B
$37.9 Million 0.01% of portfolio
1,330
Q1 2025 Added 8.04%
$9.72B
$25.3 Million 0.01% of portfolio
807
Q1 2025 Reduced 7.45%
$10.5B
$15.4 Million 0.01% of portfolio
361
Q1 2025 Added 1.12%
$5.39B
$34.4 Million 0.01% of portfolio
2,896
Q1 2025 Reduced 32.08%
$34.6B
$19.8 Million 0.01% of portfolio
111
Q1 2025 Added 40.51%
$3.25B
$14.7 Million 0.01% of portfolio
129
Q1 2025 New
$3.39B
$29.7 Million 0.01% of portfolio
2,368
Q1 2025 Added 6,864.71%
$2.31B
$29.9 Million 0.01% of portfolio
516
Q1 2025 Added 154.19%
$3.17B
$20.1 Million 0.01% of portfolio
313
Q1 2025 Reduced 47.39%
$8.69B
$14.8 Million 0.01% of portfolio
89
Q1 2025 Added 27.14%
$539B
$23.2 Million 0.01% of portfolio
42
Q1 2025 Added 320.0%
$118B
$25.3 Million 0.01% of portfolio
281
Q1 2025 Added 69.28%
$212B
$15.7 Million 0.01% of portfolio
175
Q1 2025 Reduced 79.6%
$3.65B
$15.3 Million 0.01% of portfolio
274
Q1 2025 Added 95.71%
$14.8B
$23.8 Million 0.01% of portfolio
803
Q1 2025 Reduced 16.53%
$8.01B
$13.7 Million 0.01% of portfolio
90
Q1 2025 Added 3.45%
$9.93B
$25.5 Million 0.01% of portfolio
419
Q1 2025 Reduced 65.0%
$35.3B
$20.2 Million 0.01% of portfolio
35
Q1 2025 Added 3,400.0%
$240B
$20.5 Million 0.01% of portfolio
176
Q1 2025 Added 76.0%
$2.42B
$37.6 Million 0.01% of portfolio
6,072
Q1 2025 Added 389.28%
$92.7B
$13.2 Million 0.01% of portfolio
207
Q1 2025 Reduced 0.96%
$26.5B
$25.6 Million 0.01% of portfolio
260
Q1 2025 Reduced 38.82%
$264B
$14.2 Million 0.01% of portfolio
127
Q1 2025 Reduced 1.55%
$14.8B
$21.6 Million 0.01% of portfolio
260
Q1 2025 Added 1,268.42%
$13.8B
$28.7 Million 0.01% of portfolio
201
Q1 2025 Added 1,910.0%
$34.3B
$15.5 Million 0.01% of portfolio
159
Q1 2025 Added 14.39%
$2.44B
$29.2 Million 0.01% of portfolio
2,737
Q1 2025 Added 73.34%
$7.84B
$17.5 Million 0.01% of portfolio
296
Q1 2025 Added 43.69%
$3.95B
$32.1 Million 0.01% of portfolio
1,429
Q1 2025 Added 5.31%
$10.3B
$23.6 Million 0.01% of portfolio
126
Q1 2025 Added 12,500.0%
$4.4B
$26.4 Million 0.01% of portfolio
380
Q1 2025 Added 1.06%
$12.9B
$32 Million 0.01% of portfolio
222
Q1 2025 Reduced 18.68%
$143B
$20 Million 0.01% of portfolio
790
Q1 2025 Added 33.67%
$4.03B
$20.4 Million 0.01% of portfolio
560
Q1 2025 Added 0.9%
$27.8B
$17 Million 0.01% of portfolio
155
Q1 2025 Reduced 36.99%
$10.1B
$31.6 Million 0.01% of portfolio
111
Q1 2025 Added 13.27%
$2.19B
$14.1 Million 0.01% of portfolio
633
Q1 2025 New
$98.2B
$17.2 Million 0.01% of portfolio
154
Q1 2025 Added 8.45%
$6.78B
$20.8 Million 0.01% of portfolio
292
Q1 2025 Added 13.62%
$11.8B
$20.7 Million 0.01% of portfolio
280
Q1 2025 New
$76B
$20.1 Million 0.01% of portfolio
83
Q1 2025 Added 7.79%

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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