True Wealth Design, LLC Portfolio Holdings
True Wealth Design, LLC
- $327 Billion
- Q3 2025
True Wealth Design, LLC has filed its 13F form on October 21, 2025 for Q3 2025 where it was disclosed a total value porftolio of $327 Billion distributed in 2712 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 $53.4B, Ea Series Trust with a value of $52.3B, Dimensional ETF Tr Dimensional with a value of $35.2B, Dimensional ETF Tr Dimensional with a value of $26.6B, and Dimensional ETF Tr Emerging Mk with a value of $23.6B.
Examining the 13F form we can see an increase of $43.4B in the current position value, from $284B to 327B.
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.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 2,712
- Current Value $327 Billion
- Prior Value $284 Billion
- Filing
- Period Q3 2025
- Filing Date October 21, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 361 stocks
- Additional Purchases 1,321 stocks
- Sold out of 0 stocks
- Reduced holdings in 447 stocks