True Wealth Design, LLC Portfolio Holdings

True Wealth Design, LLC has filed its 13F form on August 06, 2025 for Q2 2025 where it was disclosed a total value porftolio of $284 Billion distributed in 2565 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $49.7B, Ea Series Trust with a value of $41.8B, Dimensional ETF Tr Dimensional with a value of $33.3B, Dimensional ETF Tr Dimensional with a value of $25B, and Dimensional ETF Tr Emerging Mk with a value of $22.4B.

Examining the 13F form we can see an increase of $21.2B in the current position value, from $263B to 284B. Also it can be appreciated an additional of 238 stocks purchases and 2 closed positions.

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.