True Wealth Design
Latest statistics and disclosures from True Wealth Design's latest quarterly 13F-HR filing:
- Top 5 stock holdings are DFAC, BOXX, DFIC, DUHP, DFEV, and represent 58.38% of True Wealth Design's stock portfolio.
- Added to shares of these 10 stocks: BOXX (+$10M), MTBA, VTI, RFIX, TYA, NVDA, ADBE, AAPL, WMT, MSFT.
- Started 359 new stock positions in TD, HDB, LYG, CBFV, CTRN, NVGS, EMA, BZ, NVMI, COMP.
- Reduced shares in these 10 stocks: AVUS, DFEV, AVDE, DFUS, AVUQ, FTNT, AVES, DFAC, SCHF, CMCSA.
- Sold out of its positions in ACVA, ALXO, ACHV, ACRV, ABOS, IVVD, AGEN, AGL, AKYA, AIN.
- True Wealth Design was a net buyer of stock by $30M.
- True Wealth Design has $327M in assets under management (AUM), dropping by 15.31%.
- Central Index Key (CIK): 0001966033
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Portfolio Holdings for True Wealth Design
True Wealth Design holds 2712 positions in its portfolio as reported in the September 2025 quarterly 13F filing
True Wealth Design has 2712 total positions. Only the first 250 positions are shown.
- Sign up to view all of the True Wealth Design Sept. 30, 2025 positions
- Download the True Wealth Design September 2025 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 16.3 | $53M | 1.4M | 38.57 |
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| Ea Series Trust Alpha Arch 1-3 (BOXX) | 16.0 | $52M | +23% | 459k | 113.86 |
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| Dimensional Etf Trust Intl Core Equity (DFIC) | 10.8 | $35M | 1.1M | 32.79 |
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| Dimensional Etf Trust Us High Profitab (DUHP) | 8.1 | $27M | 705k | 37.77 |
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| Dimensional Etf Trust Emerging Mkts Va (DFEV) | 7.2 | $24M | 740k | 31.89 |
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| Dimensional Etf Trust Intl High Profit (DIHP) | 4.2 | $14M | 457k | 30.39 |
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| Simplify Exchange Traded Fun Mbs Etf (MTBA) | 3.3 | $11M | +6% | 216k | 50.35 |
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| Simplify Exchange Traded Fun Intmd Term Trsry (TYA) | 3.2 | $11M | +3% | 774k | 13.61 |
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| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 2.8 | $9.1M | 91k | 99.53 |
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| Simplify Exchange Traded Fun Bond Bull Etf (RFIX) | 2.1 | $6.8M | +7% | 158k | 42.71 |
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| American Centy Etf Tr Intl Eqt Etf (AVDE) | 1.6 | $5.1M | -3% | 64k | 78.90 |
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| American Centy Etf Tr Us Eqt Etf (AVUS) | 1.4 | $4.7M | -5% | 43k | 108.70 |
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| Dimensional Etf Trust Us Equity Market (DFUS) | 0.8 | $2.8M | -6% | 38k | 72.44 |
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| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.8 | $2.6M | 45k | 58.21 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.8 | $2.5M | +32% | 7.6k | 328.16 |
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| T Rowe Price Etf Floating Rate (TFLR) | 0.7 | $2.1M | 41k | 51.45 |
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| Apple (AAPL) | 0.6 | $2.1M | +11% | 8.3k | 254.63 |
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| Dimensional Etf Trust Us Small Cap Val (DFSV) | 0.6 | $2.0M | 64k | 31.84 |
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| Pimco Etf Tr Multisector Bd (PYLD) | 0.6 | $1.8M | 68k | 26.84 |
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| American Centy Etf Tr Avantis U S Qual (AVUQ) | 0.5 | $1.6M | -7% | 27k | 59.37 |
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| NVIDIA Corporation (NVDA) | 0.4 | $1.1M | +48% | 6.2k | 186.59 |
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| American Centy Etf Tr Emerging Mkt Val (AVES) | 0.3 | $991k | -9% | 17k | 57.37 |
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| Microsoft Corporation (MSFT) | 0.2 | $777k | +35% | 1.5k | 517.85 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $740k | -4% | 1.1k | 669.30 |
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| Bwx Technologies (BWXT) | 0.2 | $570k | 3.1k | 184.37 |
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| Dimensional Etf Trust Emerging Mkts Co (DFEM) | 0.2 | $547k | +5% | 17k | 32.07 |
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| Dimensional Etf Trust Us Sustainabilty (DFSU) | 0.2 | $546k | 13k | 42.47 |
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| Amazon (AMZN) | 0.2 | $502k | +21% | 2.3k | 219.53 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $493k | +25% | 2.0k | 243.12 |
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| Roblox Corp Cl A (RBLX) | 0.1 | $445k | +10% | 3.2k | 138.53 |
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| Ge Aerospace Com New (GE) | 0.1 | $409k | +30% | 1.4k | 300.85 |
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| Comfort Systems USA (FIX) | 0.1 | $390k | +22% | 473.00 | 825.18 |
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| Amphenol Corp Cl A (APH) | 0.1 | $388k | +35% | 3.1k | 123.75 |
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| Caterpillar (CAT) | 0.1 | $377k | 789.00 | 477.43 |
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| Dimensional Etf Trust International (DFSI) | 0.1 | $347k | +3% | 8.5k | 40.95 |
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| Broadcom (AVGO) | 0.1 | $346k | +38% | 1.0k | 329.76 |
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| Invesco Exchange Traded Fd T Large Cap Value (PWV) | 0.1 | $340k | 5.2k | 65.21 |
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| Wal-Mart Stores (WMT) | 0.1 | $325k | +167% | 3.2k | 103.05 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $325k | +23% | 650.00 | 499.28 |
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| Tapestry (TPR) | 0.1 | $317k | +47% | 2.8k | 113.22 |
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| Verisign (VRSN) | 0.1 | $311k | +49% | 1.1k | 279.57 |
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| Robinhood Mkts Com Cl A (HOOD) | 0.1 | $303k | -12% | 2.1k | 143.18 |
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| Worthington Industries (WOR) | 0.1 | $303k | -8% | 5.5k | 55.49 |
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| Expedia Group Com New (EXPE) | 0.1 | $286k | +109% | 1.3k | 213.75 |
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| Oracle Corporation (ORCL) | 0.1 | $273k | +19% | 972.00 | 281.30 |
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| Parker-Hannifin Corporation (PH) | 0.1 | $273k | 360.00 | 757.67 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $271k | +651% | 767.00 | 352.76 |
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| Pepsi (PEP) | 0.1 | $270k | +42% | 1.9k | 140.47 |
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| McDonald's Corporation (MCD) | 0.1 | $264k | +5% | 870.00 | 303.79 |
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| Fidelity Covington Trust Qlty Fctor Etf (FQAL) | 0.1 | $263k | 3.5k | 74.72 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $263k | +4% | 4.4k | 59.92 |
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| Johnson & Johnson (JNJ) | 0.1 | $262k | +39% | 1.4k | 185.41 |
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| Emerson Electric (EMR) | 0.1 | $246k | -6% | 1.9k | 131.16 |
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| Citigroup Com New (C) | 0.1 | $245k | +10% | 2.4k | 101.51 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $242k | +27% | 481.00 | 502.62 |
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| Procter & Gamble Company (PG) | 0.1 | $242k | +40% | 1.6k | 153.63 |
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| Intel Corporation (INTC) | 0.1 | $239k | +114% | 7.1k | 33.55 |
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| Merck & Co (MRK) | 0.1 | $237k | +219% | 2.8k | 83.94 |
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| General Motors Company (GM) | 0.1 | $235k | +108% | 3.8k | 60.98 |
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| Howmet Aerospace (HWM) | 0.1 | $223k | +4% | 1.1k | 196.23 |
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| Snowflake Com Shs (SNOW) | 0.1 | $216k | +9% | 958.00 | 225.52 |
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| Veeva Sys Cl A Com (VEEV) | 0.1 | $214k | +62% | 719.00 | 297.91 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $212k | +65% | 870.00 | 243.57 |
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| Tesla Motors (TSLA) | 0.1 | $211k | +37% | 474.00 | 444.82 |
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| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 0.1 | $211k | 4.6k | 45.76 |
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| Devon Energy Corporation (DVN) | 0.1 | $205k | +39% | 5.8k | 35.06 |
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| Meta Platforms Cl A (META) | 0.1 | $204k | +19% | 278.00 | 734.86 |
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| Capital One Financial (COF) | 0.1 | $204k | +48% | 957.00 | 212.62 |
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| Tidal Trust Ii Return Stckd Us (RSST) | 0.1 | $202k | 7.6k | 26.46 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $201k | +57% | 1.1k | 182.46 |
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| Dimensional Etf Trust World Ex Us Core (DFAX) | 0.1 | $200k | +24% | 6.4k | 31.38 |
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| Autodesk (ADSK) | 0.1 | $195k | 615.00 | 317.62 |
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| Martin Marietta Materials (MLM) | 0.1 | $194k | 308.00 | 630.28 |
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| Zoom Communications Cl A (ZM) | 0.1 | $188k | +52% | 2.3k | 82.50 |
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| Invesco Exch Traded Fd Tr Ii S&p Intl Qulty (IDHQ) | 0.1 | $185k | 5.5k | 33.65 |
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| Monster Beverage Corp (MNST) | 0.1 | $184k | +93% | 2.7k | 67.31 |
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| Doordash Cl A (DASH) | 0.1 | $182k | -13% | 668.00 | 272.11 |
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| UnitedHealth (UNH) | 0.1 | $178k | +41% | 514.00 | 345.48 |
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| Ralph Lauren Corp Cl A (RL) | 0.1 | $177k | +16% | 565.00 | 313.56 |
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| Illumina (ILMN) | 0.1 | $177k | +27% | 1.9k | 94.97 |
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| Cme (CME) | 0.1 | $176k | -7% | 653.00 | 270.19 |
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| Johnson Ctls Intl SHS (JCI) | 0.1 | $174k | +2% | 1.6k | 109.94 |
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| Manhattan Associates (MANH) | 0.1 | $173k | +51% | 846.00 | 204.98 |
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| PNC Financial Services (PNC) | 0.1 | $173k | +288% | 863.00 | 200.91 |
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| Worthington Stl Com Shs (WS) | 0.1 | $171k | -4% | 5.6k | 30.39 |
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| American Centy Etf Tr Avantis Responsi (AVSE) | 0.1 | $170k | 2.7k | 63.57 |
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| Toll Brothers (TOL) | 0.1 | $167k | +35% | 1.2k | 138.14 |
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| At&t (T) | 0.1 | $167k | +3% | 5.9k | 28.24 |
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| JPMorgan Chase & Co. (JPM) | 0.1 | $166k | +26% | 525.00 | 315.56 |
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| Nutanix Cl A (NTNX) | 0.1 | $164k | +36% | 2.2k | 74.39 |
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| J.B. Hunt Transport Services (JBHT) | 0.1 | $164k | +80% | 1.2k | 134.17 |
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| Philip Morris International (PM) | 0.0 | $163k | +44% | 1.0k | 162.27 |
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| Technipfmc (FTI) | 0.0 | $163k | +84% | 4.1k | 39.45 |
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| Phillips 66 (PSX) | 0.0 | $160k | +91% | 1.2k | 135.98 |
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| Lyft Cl A Com (LYFT) | 0.0 | $159k | +30% | 7.2k | 22.01 |
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| Booking Holdings (BKNG) | 0.0 | $159k | +38% | 29.00 | 5466.31 |
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| PG&E Corporation (PCG) | 0.0 | $157k | +13630% | 10k | 15.08 |
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| Arista Networks Com Shs (ANET) | 0.0 | $155k | +179% | 1.1k | 145.64 |
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| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.0 | $155k | +20% | 283.00 | 546.75 |
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| Incyte Corporation (INCY) | 0.0 | $152k | +65% | 1.8k | 84.81 |
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| News Corp Cl A (NWSA) | 0.0 | $152k | +43% | 5.0k | 30.71 |
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| American Centy Etf Tr Avantis Respon U (AVSU) | 0.0 | $152k | 2.1k | 73.57 |
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| Curtiss-Wright (CW) | 0.0 | $148k | +65% | 272.00 | 542.94 |
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| Alexandria Real Estate Equities (ARE) | 0.0 | $148k | +33% | 1.8k | 83.34 |
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| Zscaler Incorporated (ZS) | 0.0 | $147k | +25% | 492.00 | 299.66 |
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| Molina Healthcare (MOH) | 0.0 | $143k | +73% | 748.00 | 191.36 |
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| Invesco Exchange Traded Fd T Buyback Achiev (PKW) | 0.0 | $143k | 1.1k | 132.48 |
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| Dimensional Etf Trust Internatnal Val (DFIV) | 0.0 | $143k | -4% | 3.1k | 46.12 |
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| Etsy (ETSY) | 0.0 | $143k | +36% | 2.1k | 66.39 |
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| Airbnb Com Cl A (ABNB) | 0.0 | $141k | +94% | 1.2k | 121.45 |
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| Teleflex Incorporated (TFX) | 0.0 | $139k | +261% | 1.1k | 122.31 |
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| Costco Wholesale Corporation (COST) | 0.0 | $138k | -9% | 149.00 | 924.20 |
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| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.0 | $135k | 2.0k | 68.46 |
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| Guidewire Software (GWRE) | 0.0 | $135k | +42% | 588.00 | 229.86 |
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| Neurocrine Biosciences (NBIX) | 0.0 | $134k | +178% | 951.00 | 140.38 |
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| Zebra Technologies Corporati Cl A (ZBRA) | 0.0 | $133k | +32% | 449.00 | 297.16 |
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| Best Buy (BBY) | 0.0 | $133k | +175% | 1.8k | 75.62 |
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| Dupont De Nemours (DD) | 0.0 | $131k | +34% | 1.7k | 77.90 |
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| Edison International (EIX) | 0.0 | $130k | +731% | 2.4k | 55.28 |
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| Centene Corporation (CNC) | 0.0 | $129k | +443% | 3.6k | 35.68 |
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| Walt Disney Company (DIS) | 0.0 | $129k | 1.1k | 114.51 |
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| Pinnacle Financial Partners (PNFP) | 0.0 | $128k | +215% | 1.4k | 93.79 |
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| Applovin Corp Com Cl A (APP) | 0.0 | $127k | +405% | 177.00 | 719.03 |
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| Abbvie (ABBV) | 0.0 | $125k | +35% | 542.00 | 231.46 |
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| Adt (ADT) | 0.0 | $125k | +126% | 14k | 8.71 |
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| Iqvia Holdings (IQV) | 0.0 | $124k | +17% | 653.00 | 189.94 |
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| General Dynamics Corporation (GD) | 0.0 | $122k | +488% | 359.00 | 340.76 |
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| Tenet Healthcare Corp Com New (THC) | 0.0 | $120k | +129% | 591.00 | 203.04 |
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| Hldgs (UAL) | 0.0 | $120k | +19% | 1.2k | 96.52 |
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| Mongodb Cl A (MDB) | 0.0 | $119k | +85% | 383.00 | 310.38 |
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| Ecolab (ECL) | 0.0 | $118k | +22% | 430.00 | 273.83 |
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| Trimble Navigation (TRMB) | 0.0 | $118k | +6% | 1.4k | 81.65 |
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| Dell Technologies CL C (DELL) | 0.0 | $116k | +28% | 817.00 | 141.71 |
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| Travelers Companies (TRV) | 0.0 | $116k | +78% | 414.00 | 279.46 |
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| Palo Alto Networks (PANW) | 0.0 | $115k | +24% | 566.00 | 203.57 |
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| Lincoln Electric Holdings (LECO) | 0.0 | $115k | +19% | 488.00 | 235.83 |
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| Eli Lilly & Co. (LLY) | 0.0 | $115k | 151.00 | 761.58 |
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| Medpace Hldgs (MEDP) | 0.0 | $114k | +1600% | 221.00 | 514.16 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $112k | +154% | 186.00 | 600.37 |
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| Draftkings Com Cl A (DKNG) | 0.0 | $112k | +98% | 3.0k | 37.40 |
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| Tyson Foods Cl A (TSN) | 0.0 | $110k | +1114% | 2.0k | 54.30 |
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| Kinder Morgan (KMI) | 0.0 | $110k | +180% | 3.9k | 28.31 |
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| Chubb (CB) | 0.0 | $110k | +373% | 388.00 | 282.25 |
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| Raytheon Technologies Corp (RTX) | 0.0 | $109k | +22% | 654.00 | 167.31 |
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| TJX Companies (TJX) | 0.0 | $109k | +176% | 753.00 | 144.63 |
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| AutoZone (AZO) | 0.0 | $108k | +2400% | 25.00 | 4329.72 |
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| Cambria Etf Tr Shshld Yield Etf (SYLD) | 0.0 | $108k | 1.6k | 68.66 |
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| BioMarin Pharmaceutical (BMRN) | 0.0 | $108k | +427% | 2.0k | 54.16 |
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| Us Foods Hldg Corp call (USFD) | 0.0 | $107k | +12% | 1.4k | 76.62 |
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| Te Connectivity Ord Shs (TEL) | 0.0 | $107k | +9% | 486.00 | 219.74 |
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| Agilent Technologies Inc C ommon (A) | 0.0 | $107k | +24% | 831.00 | 128.40 |
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| Humana (HUM) | 0.0 | $106k | +247% | 407.00 | 260.08 |
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| Roku Com Cl A (ROKU) | 0.0 | $106k | +77% | 1.1k | 100.13 |
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| 3M Company (MMM) | 0.0 | $105k | +26% | 676.00 | 155.19 |
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| Public Storage (PSA) | 0.0 | $105k | +81% | 363.00 | 288.93 |
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| Ge Vernova (GEV) | 0.0 | $105k | +12% | 170.00 | 614.90 |
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| Natera (NTRA) | 0.0 | $104k | 648.00 | 160.97 |
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| Alnylam Pharmaceuticals (ALNY) | 0.0 | $104k | +1528% | 228.00 | 455.68 |
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| Charter Communications Inc N Cl A (CHTR) | 0.0 | $104k | +3033% | 376.00 | 275.39 |
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| Invesco Exchange Traded Fd T S&p Mdcp Vlu Mnt (XMVM) | 0.0 | $103k | 1.7k | 61.63 |
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| Home Depot (HD) | 0.0 | $102k | +20% | 252.00 | 405.21 |
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| Crown Holdings (CCK) | 0.0 | $102k | +59% | 1.1k | 96.59 |
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| Masco Corporation (MAS) | 0.0 | $102k | +66% | 1.4k | 70.39 |
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| Extra Space Storage (EXR) | 0.0 | $102k | +612% | 720.00 | 140.94 |
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| FedEx Corporation (FDX) | 0.0 | $101k | +1086% | 427.00 | 235.90 |
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| Marsh & McLennan Companies (MMC) | 0.0 | $100k | +1243% | 497.00 | 201.61 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $98k | +28% | 352.00 | 279.29 |
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| American Centy Etf Tr Avantis Responsi (AVSD) | 0.0 | $98k | 1.4k | 71.55 |
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| Lam Research Corp Com New (LRCX) | 0.0 | $97k | +70% | 727.00 | 133.83 |
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| ConocoPhillips (COP) | 0.0 | $97k | -12% | 1.0k | 94.61 |
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| MasTec (MTZ) | 0.0 | $96k | +143% | 451.00 | 212.81 |
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| Okta Cl A (OKTA) | 0.0 | $96k | +45% | 1.0k | 91.70 |
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| Dollar General (DG) | 0.0 | $96k | +928% | 926.00 | 103.35 |
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| Netflix (NFLX) | 0.0 | $95k | +25% | 79.00 | 1199.38 |
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| Ferguson Enterprises Common Stock New (FERG) | 0.0 | $95k | +224% | 422.00 | 224.44 |
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| Cummins (CMI) | 0.0 | $94k | +311% | 222.00 | 422.37 |
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| Freeport-mcmoran CL B (FCX) | 0.0 | $94k | +58% | 2.4k | 39.23 |
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| CRH Ord (CRH) | 0.0 | $94k | +1138% | 780.00 | 119.90 |
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| Toro Company (TTC) | 0.0 | $93k | +487% | 1.2k | 76.20 |
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| Chewy Cl A (CHWY) | 0.0 | $92k | +5733% | 2.3k | 40.45 |
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| Datadog Cl A Com (DDOG) | 0.0 | $92k | +23% | 644.00 | 142.47 |
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| AutoNation (AN) | 0.0 | $90k | +54% | 413.00 | 218.77 |
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| Lamar Advertising Cl A (LAMR) | 0.0 | $90k | +261% | 738.00 | 122.42 |
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| Travel Leisure Ord (TNL) | 0.0 | $90k | +31% | 1.5k | 59.51 |
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| BorgWarner (BWA) | 0.0 | $90k | +353% | 2.0k | 43.96 |
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| American Intl Group Com New (AIG) | 0.0 | $89k | -30% | 1.1k | 78.51 |
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| Match Group (MTCH) | 0.0 | $88k | +83000% | 2.5k | 35.32 |
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| F5 Networks (FFIV) | 0.0 | $87k | +45% | 270.00 | 323.19 |
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| Garmin SHS (GRMN) | 0.0 | $87k | +413% | 354.00 | 246.22 |
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| Five Below (FIVE) | 0.0 | $87k | +25% | 562.00 | 154.70 |
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| Micron Technology (MU) | 0.0 | $87k | +504% | 520.00 | 167.18 |
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| McKesson Corporation (MCK) | 0.0 | $87k | -8% | 112.00 | 775.93 |
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| Zoominfo Technologies Common Stock (GTM) | 0.0 | $87k | +15% | 7.9k | 10.91 |
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| Mohawk Industries (MHK) | 0.0 | $86k | +1016% | 670.00 | 128.88 |
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| Exelixis (EXEL) | 0.0 | $86k | -15% | 2.1k | 41.30 |
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| Visa Com Cl A (V) | 0.0 | $86k | +64% | 251.00 | 340.97 |
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| Evercore Class A (EVR) | 0.0 | $85k | +175% | 253.00 | 337.32 |
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| First Industrial Realty Trust (FR) | 0.0 | $85k | +32% | 1.7k | 51.47 |
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| Axis Cap Hldgs SHS (AXS) | 0.0 | $85k | +31% | 882.00 | 95.80 |
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| Everest Re Group (EG) | 0.0 | $84k | +1317% | 241.00 | 350.23 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.0 | $83k | 250.00 | 332.84 |
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| Texas Roadhouse (TXRH) | 0.0 | $83k | -14% | 498.00 | 166.15 |
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| Atlassian Corporation Cl A (TEAM) | 0.0 | $82k | +69% | 513.00 | 159.70 |
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| Arrow Electronics (ARW) | 0.0 | $82k | +153% | 674.00 | 121.00 |
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| Wabtec Corporation (WAB) | 0.0 | $81k | +5% | 404.00 | 200.47 |
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| Delta Air Lines Inc Del Com New (DAL) | 0.0 | $81k | +193% | 1.4k | 56.74 |
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| CVS Caremark Corporation (CVS) | 0.0 | $81k | +156% | 1.1k | 75.42 |
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| Gilead Sciences (GILD) | 0.0 | $81k | 727.00 | 111.07 |
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| Synchrony Financial (SYF) | 0.0 | $80k | +140% | 1.1k | 71.07 |
|
| Pure Storage Cl A (PSTG) | 0.0 | $80k | +74% | 957.00 | 83.81 |
|
| Royal Gold (RGLD) | 0.0 | $80k | -19% | 399.00 | 200.58 |
|
| Bank of New York Mellon Corporation (BK) | 0.0 | $80k | +442% | 733.00 | 108.96 |
|
| Duolingo Cl A Com (DUOL) | 0.0 | $80k | +40% | 247.00 | 321.84 |
|
| Msci (MSCI) | 0.0 | $79k | +1066% | 140.00 | 567.37 |
|
| Pentair SHS (PNR) | 0.0 | $79k | +729% | 713.00 | 110.76 |
|
| Cisco Systems (CSCO) | 0.0 | $79k | +121% | 1.2k | 68.40 |
|
| Eversource Energy (ES) | 0.0 | $79k | +81% | 1.1k | 71.13 |
|
| Xcel Energy (XEL) | 0.0 | $78k | 965.00 | 80.61 |
|
|
| Bank of America Corporation (BAC) | 0.0 | $78k | +154% | 1.5k | 51.61 |
|
| Otis Worldwide Corp (OTIS) | 0.0 | $78k | +701% | 850.00 | 91.43 |
|
| National Retail Properties (NNN) | 0.0 | $77k | +151% | 1.8k | 42.57 |
|
| Becton, Dickinson and (BDX) | 0.0 | $77k | +65% | 410.00 | 187.04 |
|
| Globe Life (GL) | 0.0 | $76k | +24% | 535.00 | 142.85 |
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $76k | +17% | 169.00 | 448.40 |
|
| Analog Devices (ADI) | 0.0 | $75k | +590% | 304.00 | 245.92 |
|
| S&p Global (SPGI) | 0.0 | $73k | 150.00 | 487.20 |
|
|
| Cognex Corporation (CGNX) | 0.0 | $73k | +129% | 1.6k | 45.30 |
|
| Mastercard Incorporated Cl A (MA) | 0.0 | $73k | +109% | 128.00 | 567.66 |
|
| Ball Corporation (BALL) | 0.0 | $73k | +17% | 1.4k | 50.42 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $72k | 333.00 | 215.79 |
|
|
| NetApp (NTAP) | 0.0 | $72k | +226% | 604.00 | 118.46 |
|
| Cheniere Energy Com New (LNG) | 0.0 | $71k | +12% | 301.00 | 234.98 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $71k | +329% | 73.00 | 968.10 |
|
| Williams Companies (WMB) | 0.0 | $71k | +440% | 1.1k | 63.35 |
|
| Regeneron Pharmaceuticals (REGN) | 0.0 | $70k | +1685% | 125.00 | 562.27 |
|
| Mueller Industries (MLI) | 0.0 | $70k | +5691% | 695.00 | 101.11 |
|
| Genpact SHS (G) | 0.0 | $70k | +898% | 1.7k | 41.89 |
|
| Alaska Air (ALK) | 0.0 | $70k | +19% | 1.4k | 49.78 |
|
| Janus Henderson Group Ord Shs (JHG) | 0.0 | $69k | +1019% | 1.6k | 44.51 |
|
| International Business Machines (IBM) | 0.0 | $69k | +222% | 245.00 | 282.30 |
|
| Progressive Corporation (PGR) | 0.0 | $69k | +20% | 279.00 | 246.65 |
|
| Cirrus Logic (CRUS) | 0.0 | $69k | +193% | 548.00 | 125.29 |
|
| Ashland (ASH) | 0.0 | $69k | -5% | 1.4k | 47.91 |
|
| Packaging Corporation of America (PKG) | 0.0 | $68k | +375% | 314.00 | 217.97 |
|
| MGIC Investment (MTG) | 0.0 | $68k | +140% | 2.4k | 28.37 |
|
| Armstrong World Industries (AWI) | 0.0 | $68k | +612% | 349.00 | 196.01 |
|
| Qualcomm (QCOM) | 0.0 | $68k | +194% | 409.00 | 166.24 |
|
| Nasdaq Omx (NDAQ) | 0.0 | $68k | +28% | 764.00 | 88.45 |
|
| MGM Resorts International. (MGM) | 0.0 | $68k | +313% | 1.9k | 34.66 |
|
| Hanover Insurance (THG) | 0.0 | $67k | +13% | 371.00 | 181.65 |
|
Past Filings by True Wealth Design
SEC 13F filings are viewable for True Wealth Design going back to 2022
- True Wealth Design 2025 Q3 filed Oct. 21, 2025
- True Wealth Design 2025 Q2 filed Aug. 6, 2025
- True Wealth Design 2025 Q1 filed May 13, 2025
- True Wealth Design 2024 Q4 filed Feb. 14, 2025
- True Wealth Design 2024 Q3 filed Nov. 14, 2024
- True Wealth Design 2024 Q2 filed Aug. 14, 2024
- True Wealth Design 2024 Q1 filed May 14, 2024
- True Wealth Design 2023 Q4 filed Feb. 14, 2024
- True Wealth Design 2023 Q3 filed Nov. 13, 2023
- True Wealth Design 2023 Q2 filed Aug. 14, 2023
- True Wealth Design 2023 Q1 filed May 12, 2023
- True Wealth Design 2022 Q4 filed Feb. 15, 2023