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
$12.9B
$76.4 Million 0.02% of portfolio
535
Q3 2025 Added 24.42%
$25.5B
$49.5 Million 0.02% of portfolio
2,011
Q3 2025 Added 82.82%
$6.45B
$67.4 Million 0.02% of portfolio
371
Q3 2025 Added 13.11%
$10.8B
$58.3 Million 0.02% of portfolio
768
Q3 2025 Added 477.44%
$74B
$60.4 Million 0.02% of portfolio
233
Q2 2025 Reduced 19.93%
$290B
$55.4 Million 0.02% of portfolio
780
Q3 2025 New
$7.16B
$54.2 Million 0.02% of portfolio
444
Q3 2025 Added 500.0%
$281B
$69.2 Million 0.02% of portfolio
245
Q3 2025 Added 222.37%
$202B
$75.8 Million 0.02% of portfolio
169
Q3 2025 Added 17.36%
$29.4B
$67.2 Million 0.02% of portfolio
660
Q3 2025 Added 2.17%
$2.48B
$56.3 Million 0.02% of portfolio
1,462
Q3 2023 New
$0
$59 Million 0.02% of portfolio
482
Q2 2025 Reduced 15.73%
$0
$60.5 Million 0.02% of portfolio
501
Q4 2024 Reduced 20.1%
Jacobs Solutions Inc
-
$67 Million 0.02% of portfolio
-
Q2 2025 Added 30.7%
$7.32B
$69.3 Million 0.02% of portfolio
1,556
Q3 2025 Added 1,019.42%
$27.1B
$64.8 Million 0.02% of portfolio
343
Q3 2025 Added 71.5%
$127B
$65.8 Million 0.02% of portfolio
691
Q3 2025 Added 64.13%
$8.64B
$68.4 Million 0.02% of portfolio
2,412
Q3 2025 Added 140.24%
$12.9B
$67.5 Million 0.02% of portfolio
1,948
Q3 2025 Added 313.59%
$187B
$49.4 Million 0.02% of portfolio
3,100
Q3 2025 New
$46.7B
$79.4 Million 0.02% of portfolio
140
Q3 2025 Added 1,066.67%
$6.16B
$70.3 Million 0.02% of portfolio
695
Q3 2025 Added 5,691.67%
$43.1B
$67.6 Million 0.02% of portfolio
764
Q3 2025 Added 28.19%
$24B
$71.6 Million 0.02% of portfolio
604
Q3 2025 Added 226.49%
$71.4B
$54.5 Million 0.02% of portfolio
647
Q3 2025 Added 382.84%
$7.33B
$77.4 Million 0.02% of portfolio
1,818
Q3 2025 Added 151.1%
$281B
$63.9 Million 0.02% of portfolio
498
Q3 2025 Added 266.18%
$13B
$66 Million 0.02% of portfolio
1,555
Q3 2025 Added 273.8%
$37.6B
$77.7 Million 0.02% of portfolio
850
Q3 2025 Added 701.89%
$10B
$66.3 Million 0.02% of portfolio
1,642
Q3 2025 Added 6,215.38%
$9.63B
$62.5 Million 0.02% of portfolio
442
Q3 2025 Added 183.33%
$19B
$68.4 Million 0.02% of portfolio
314
Q3 2025 Added 375.76%
$4.94B
$67 Million 0.02% of portfolio
1,166
Q3 2025 Added 3.37%
$17.8B
$79 Million 0.02% of portfolio
713
Q3 2025 Added 729.07%
$10.6B
$64.1 Million 0.02% of portfolio
253
Q3 2025 Added 68.67%
$129B
$68.8 Million 0.02% of portfolio
279
Q3 2025 Added 20.78%
$26.1B
$80.2 Million 0.02% of portfolio
957
Q3 2025 Added 74.64%
$195B
$68 Million 0.02% of portfolio
409
Q3 2025 Added 194.24%
$72.3B
$70.3 Million 0.02% of portfolio
125
Q3 2025 Added 1,685.71%
$12.5B
$53.8 Million 0.02% of portfolio
280
Q3 2025 Reduced 6.35%
$3.03B
$66 Million 0.02% of portfolio
1,942
Q3 2025 Added 101.66%
$12.3B
$80 Million 0.02% of portfolio
399
Q3 2025 Reduced 19.23%
$162B
$73.1 Million 0.02% of portfolio
150
Q3 2025 Reduced 0.66%
$59.5B
$63.3 Million 0.02% of portfolio
268
Q3 2025 Added 665.71%
$0
$62.6 Million 0.02% of portfolio
94
Q1 2025 Reduced 6.93%
$26.7B
$65.6 Million 0.02% of portfolio
265
Q3 2025 Added 1,458.82%
$33.5B
$80.4 Million 0.02% of portfolio
1,132
Q3 2025 Added 140.34%
$4.36B
$54.4 Million 0.02% of portfolio
643
Q3 2025 Added 106.75%
$264B
$49.7 Million 0.02% of portfolio
207
Q3 2025 Added 191.55%

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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