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.

Portfolio value $327 Billion
ETFs: $198 Billion
Technology: $13 Billion
Industrials: $8.03 Billion
Consumer Cyclical: $6.26 Billion
Financial Services: $6.12 Billion
Healthcare: $5.52 Billion
Communication Services: $2.96 Billion
Consumer Defensive: $2.63 Billion
Other: $6.14 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$28.4B
$30.4 Million 0.01% of portfolio
140
Q3 2025 Added 250.0%
$2.39B
$21.1 Million 0.01% of portfolio
409
Q3 2025 Added 1,536.0%
$37.9B
$26.3 Million 0.01% of portfolio
1,030
Q3 2025 Reduced 12.41%
$32.6B
$48.6 Million 0.01% of portfolio
278
Q3 2025 Added 68.48%
$4.94B
$42.7 Million 0.01% of portfolio
1,010
Q3 2025 Added 213.66%
$34.8B
$26.2 Million 0.01% of portfolio
211
Q3 2025 Added 177.63%
Kiniksa Pharmaceuticals Intl
-
$26.7 Million 0.01% of portfolio
-
Q2 2025 Added 29.87%
$169B
$41.5 Million 0.01% of portfolio
39
Q3 2025 Added 25.81%
$46.5B
$20.6 Million 0.01% of portfolio
305
Q3 2025 Added 85.98%
$2.24B
$36.3 Million 0.01% of portfolio
892
Q3 2025 Added 5.19%
$5.82B
$46.5 Million 0.01% of portfolio
1,547
Q3 2025 Added 103.02%
-
$24.6 Million 0.01% of portfolio
-
Q3 2025 Added 122.63%
Liberty Media Corp Del
-
$20.8 Million 0.01% of portfolio
-
Q3 2025 Added 268.52%
Linde PLC
-
$26.8 Million 0.01% of portfolio
-
Q3 2025 Added 21.74%
$5.99B
$21.5 Million 0.01% of portfolio
83
Q3 2025 Added 1,085.71%
$84.3B
$25.3 Million 0.01% of portfolio
5,565
Q3 2025 New
$3.6B
$24.1 Million 0.01% of portfolio
167
Q2 2025 Added 29.46%
$1.52B
$30.4 Million 0.01% of portfolio
802
Q3 2025 Added 72.47%
$27.9B
$21 Million 0.01% of portfolio
11
Q1 2025 Added 10.0%
$76.2B
$47.8 Million 0.01% of portfolio
569
Q3 2025 Added 0.53%
$6.79B
$45.2 Million 0.01% of portfolio
2,684
Q3 2025 Reduced 5.69%
$4.99B
$21.9 Million 0.01% of portfolio
240
Q3 2025 Added 47.24%
$1.16B
$22.3 Million 0.01% of portfolio
1,386
Q3 2025 Added 8.28%
$106B
$23.4 Million 0.01% of portfolio
10
Q3 2025 New
$4.82B
$27.6 Million 0.01% of portfolio
325
Q3 2025 Added 16.49%
$62B
$35 Million 0.01% of portfolio
425
Q3 2025 Added 564.06%
$85.3B
$27.7 Million 0.01% of portfolio
4,129
Q3 2025 New
$44.8B
$26.5 Million 0.01% of portfolio
29
Q3 2025 Added 61.11%
$90.3B
$22.4 Million 0.01% of portfolio
47
Q2 2025 Added 422.22%
$282B
$43.9 Million 0.01% of portfolio
276
Q3 2025 Added 55.06%
$9.11B
$18.1 Million 0.01% of portfolio
78
Q3 2025 Added 875.0%
$8.88B
$28 Million 0.01% of portfolio
806
Q3 2025 Added 1,819.05%
$4.22B
$19.9 Million 0.01% of portfolio
216
Q3 2025 Added 157.14%
$7.33B
$44.2 Million 0.01% of portfolio
478
Q3 2025 Added 3,883.33%
$56.6B
$21.4 Million 0.01% of portfolio
294
Q3 2025 Added 740.0%
Natwest Group PLC
-
$48.7 Million 0.01% of portfolio
-
Q3 2025 New
$2.02B
$20.2 Million 0.01% of portfolio
781
Q3 2025 Added 12.7%
$10.4B
$26.3 Million 0.01% of portfolio
459
Q3 2025 Reduced 19.47%
$1.36B
$18.8 Million 0.01% of portfolio
3,582
Q3 2025 Added 9.07%
$7.67B
$17.4 Million 0.01% of portfolio
21
Q3 2025 Added 950.0%
$168B
$47.2 Million 0.01% of portfolio
625
Q3 2025 Reduced 1.88%
$1.63B
$19.4 Million 0.01% of portfolio
656
Q3 2025 Added 5.47%
Noble Corp PLC
-
$19.7 Million 0.01% of portfolio
-
Q3 2025 Added 9.26%
$66.6B
$44.8 Million 0.01% of portfolio
149
Q3 2025 Added 35.45%
$27.2B
$21.3 Million 0.01% of portfolio
158
Q3 2025 Added 351.43%
$87.2B
$39.4 Million 0.01% of portfolio
65
Q3 2025 Added 8.33%
$111B
$24.6 Million 0.01% of portfolio
443
Q3 2025 Added 209.79%
$18.3B
$43.7 Million 0.01% of portfolio
443
Q2 2025 Added 1,202.94%
$53.3B
$45.5 Million 0.01% of portfolio
200
Q3 2025 Added 2.56%

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
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