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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$268B
$96.6 Million 0.04% of portfolio
1,101
Q1 2025 Reduced 17.28%
$20.4B
$101 Million 0.04% of portfolio
1,372
Q1 2025 Added 4.97%
$82B
$70.8 Million 0.03% of portfolio
482
Q1 2025 Added 7.35%
$234B
$84.7 Million 0.03% of portfolio
638
Q1 2025 Added 72.9%
$329B
$77.1 Million 0.03% of portfolio
368
Q1 2025 Added 30.04%
$11.5B
$89.8 Million 0.03% of portfolio
971
Q1 2025 Added 49.61%
$37.5B
$80.8 Million 0.03% of portfolio
299
Q1 2025 Added 96.71%
$1.05T
$76 Million 0.03% of portfolio
486
Q1 2025 Added 65.87%
$53.1B
$84 Million 0.03% of portfolio
321
Q1 2025 Added 2,575.0%
$6.42B
$71.3 Million 0.03% of portfolio
2,352
Q1 2025 Added 93.42%
$8.53B
$74.2 Million 0.03% of portfolio
997
Q1 2025 Reduced 35.18%
$103B
$87.5 Million 0.03% of portfolio
1,435
Q1 2025 Added 8.88%
$23.9B
$89.2 Million 0.03% of portfolio
810
Q1 2025 Added 1.89%
$13B
$66.4 Million 0.03% of portfolio
1,307
Q1 2025 Added 12.09%
$17.1B
$88 Million 0.03% of portfolio
273
Q1 2025 Added 75.0%
$45.3B
$75.9 Million 0.03% of portfolio
242
Q1 2025 Added 195.12%
$31B
$87.1 Million 0.03% of portfolio
1,998
Q1 2025 Added 0.6%
$25.4B
$69.4 Million 0.03% of portfolio
413
Q1 2025 Added 22.19%
$38.9B
$83.2 Million 0.03% of portfolio
383
Q1 2025 Added 17.85%
$138B
$75.7 Million 0.03% of portfolio
675
Q1 2025 Added 11.39%
$18.1B
$76.4 Million 0.03% of portfolio
408
Q1 2025 Reduced 39.73%
$67.2B
$66.2 Million 0.03% of portfolio
291
Q1 2025 Reduced 10.19%
$28.3B
$73.1 Million 0.03% of portfolio
128
Q1 2025 Added 0.79%
$80.3B
$69.6 Million 0.03% of portfolio
3,067
Q1 2025 Added 7.5%
$195B
$66.6 Million 0.03% of portfolio
134
Q1 2025 Added 0.75%
$0
$87.8 Million 0.03% of portfolio
1,665
Q4 2022 New
$26.1B
$71.9 Million 0.03% of portfolio
408
Q1 2025 Added 391.57%
$0
$69.3 Million 0.03% of portfolio
572
Q4 2022 New
$0
$82.7 Million 0.03% of portfolio
784
Q1 2025 New
$0
$67.7 Million 0.03% of portfolio
250
Q1 2023 Reduced 43.18%
$80.1B
$79.6 Million 0.03% of portfolio
547
Q1 2025 Added 2.05%
$34.2B
$86.1 Million 0.03% of portfolio
180
Q1 2025 Added 5,900.0%
$103B
$79.1 Million 0.03% of portfolio
117
Q1 2025 Reduced 31.18%
$15.3B
$86.1 Million 0.03% of portfolio
609
Q1 2025 Reduced 3.49%
$74.6B
$77.4 Million 0.03% of portfolio
151
Q1 2025 Added 694.74%
$15.7B
$72.9 Million 0.03% of portfolio
693
Q1 2025 Added 20.1%
$9.11B
$85.6 Million 0.03% of portfolio
2,001
Q1 2025 Added 2.46%
$57.6B
$67.4 Million 0.03% of portfolio
395
Q1 2025 Added 65.97%
$81.3B
$72.1 Million 0.03% of portfolio
1,106
Q1 2025 Added 5.13%
$18.3B
$71.9 Million 0.03% of portfolio
2,318
Q1 2025 Added 3.34%
$163B
$86.1 Million 0.03% of portfolio
561
Q1 2025 Added 1,119.57%
$2.05B
$66.5 Million 0.03% of portfolio
1,901
Q1 2025 Added 77.0%
$11.7B
$80.8 Million 0.03% of portfolio
494
Q1 2025 Added 7.16%
$201B
$69.5 Million 0.03% of portfolio
525
Q1 2025 Added 30.92%
$25B
$79.3 Million 0.03% of portfolio
360
Q1 2025 Added 665.96%
$65.8B
$79.3 Million 0.03% of portfolio
543
Q1 2025 Added 17.53%
$13.9B
$83 Million 0.03% of portfolio
2,619
Q1 2025 Added 6.16%
$12.3B
$80.1 Million 0.03% of portfolio
970
Q1 2025 Added 10,677.78%
$17.8B
$67.2 Million 0.03% of portfolio
1,027
Q1 2025 Added 108.74%

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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