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
$3.77B
$92 Million 0.03% of portfolio
2,275
Q3 2025 Added 5,733.33%
$120B
$110 Million 0.03% of portfolio
388
Q3 2025 Added 373.17%
$112B
$96.8 Million 0.03% of portfolio
1,023
Q3 2025 Reduced 12.79%
$23.9B
$93.5 Million 0.03% of portfolio
-
Q3 2025 Added 1,138.1%
$11.9B
$102 Million 0.03% of portfolio
1,053
Q3 2025 Added 59.06%
$68.3B
$93.8 Million 0.03% of portfolio
222
Q3 2025 Added 311.11%
$58.1B
$91.8 Million 0.03% of portfolio
644
Q3 2025 Added 23.37%
$22.6B
$95.7 Million 0.03% of portfolio
926
Q3 2025 Added 928.89%
$13.7B
$112 Million 0.03% of portfolio
2,984
Q3 2025 Added 98.27%
$12.1B
$85.3 Million 0.03% of portfolio
253
Q3 2025 Added 175.0%
$14.5B
$84.4 Million 0.03% of portfolio
241
Q3 2025 Added 1,317.65%
$13.3B
$86.2 Million 0.03% of portfolio
2,086
Q3 2025 Reduced 15.41%
$17.5B
$101 Million 0.03% of portfolio
720
Q3 2025 Added 612.87%
$14.4B
$87.3 Million 0.03% of portfolio
270
Q3 2025 Added 45.95%
$66.1B
$101 Million 0.03% of portfolio
427
Q3 2025 Added 1,086.11%
Ferguson Enterprises Inc
-
$94.7 Million 0.03% of portfolio
-
Q3 2025 Added 224.62%
$8.46B
$86.9 Million 0.03% of portfolio
562
Q3 2025 Added 25.17%
$58.5B
$93.7 Million 0.03% of portfolio
2,388
Q3 2025 Added 58.57%
$38.9B
$87.2 Million 0.03% of portfolio
354
Q3 2025 Added 413.04%
Ge Vernova Inc
-
$105 Million 0.03% of portfolio
-
Q3 2025 Added 12.58%
$379B
$102 Million 0.03% of portfolio
252
Q3 2025 Added 20.0%
$30.2B
$106 Million 0.03% of portfolio
407
Q3 2025 Added 247.86%
$0
$103 Million 0.03% of portfolio
1,665
Q4 2022 New
$0
$112 Million 0.03% of portfolio
186
Q3 2025 Added 154.79%
$0
$83.2 Million 0.03% of portfolio
250
Q1 2023 Reduced 43.18%
$60.8B
$110 Million 0.03% of portfolio
3,883
Q3 2025 Added 180.56%
Lam Research Corp
-
$97.3 Million 0.03% of portfolio
-
Q3 2025 Added 70.26%
$10.9B
$90.3 Million 0.03% of portfolio
738
Q3 2025 Added 261.76%
$88.3B
$100 Million 0.03% of portfolio
497
Q3 2025 Added 1,243.24%
$13.9B
$102 Million 0.03% of portfolio
1,444
Q3 2025 Added 66.94%
$15.7B
$96 Million 0.03% of portfolio
451
Q3 2025 Added 143.78%
$9.43B
$88.1 Million 0.03% of portfolio
2,493
Q3 2025 Added 83,000.0%
$124B
$86.9 Million 0.03% of portfolio
112
Q3 2025 Reduced 8.2%
$18.7B
$114 Million 0.03% of portfolio
221
Q3 2025 Added 1,600.0%
$275B
$86.9 Million 0.03% of portfolio
520
Q3 2025 Added 504.65%
$6.87B
$86.4 Million 0.03% of portfolio
670
Q3 2025 Added 1,016.67%
$20B
$104 Million 0.03% of portfolio
648
Q3 2025 Added 1.09%
$498B
$94.8 Million 0.03% of portfolio
79
Q3 2025 Added 25.4%
$13B
$95.7 Million 0.03% of portfolio
1,044
Q3 2025 Added 45.4%
$47.9B
$105 Million 0.03% of portfolio
363
Q3 2025 Added 81.5%
$12.7B
$106 Million 0.03% of portfolio
1,055
Q3 2025 Added 77.31%
$263B
$109 Million 0.03% of portfolio
654
Q3 2025 Added 22.93%
$1.53T
$98.3 Million 0.03% of portfolio
352
Q3 2025 Added 28.94%
Te Connectivity PLC
-
$107 Million 0.03% of portfolio
-
Q3 2025 Added 9.46%
$10.8B
$82.7 Million 0.03% of portfolio
498
Q3 2025 Reduced 14.73%
$170B
$109 Million 0.03% of portfolio
753
Q3 2025 Added 176.84%
$7.52B
$93 Million 0.03% of portfolio
1,221
Q3 2025 Added 487.02%
$5.24B
$89.9 Million 0.03% of portfolio
1,511
Q3 2025 Added 31.62%
$15.6B
$110 Million 0.03% of portfolio
2,028
Q3 2025 Added 1,114.37%

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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