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 54.25% of True Wealth Design's stock portfolio.
- Added to shares of these 10 stocks: TYA (+$7.5M), DFAC, PMBS, DFIC, DUHP, DIHP, AVUV, LONZ, PYLD, WCN.
- Started 251 new stock positions in MLTX, YMM, BKLN, SGRY, NSA, CMTG, ALKT, BARK, BLND, TOWN.
- Reduced shares in these 10 stocks: BOXX, TFLR, MTBA, FNDX, AVUS, SCHD, DFEV, VB, INTC, SNDK.
- Sold out of its positions in AHCO, ADUS, AAP, AEVA, Air Lease Corp, ALK, ALX, ALIT, ALH, AMBQ.
- True Wealth Design was a net buyer of stock by $27M.
- True Wealth Design has $421M in assets under management (AUM), dropping by 16.65%.
- Central Index Key (CIK): 0001966033
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Portfolio Holdings for True Wealth Design
True Wealth Design holds 2655 positions in its portfolio as reported in the June 2026 quarterly 13F filing
True Wealth Design has 2655 total positions. Only the first 250 positions are shown.
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- Download the True Wealth Design June 2026 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC) | 15.8 | $67M | +6% | 1.5M | 44.36 |
|
| Ea Series Trust Alpha Arch 1-3 (BOXX) | 13.5 | $57M | -2% | 486k | 117.09 |
|
| Dimensional Etf Trust Intl Core Equity (DFIC) | 10.1 | $42M | +6% | 1.1M | 37.26 |
|
| Dimensional Etf Trust Us High Prof Etf (DUHP) | 7.8 | $33M | +8% | 785k | 41.73 |
|
| Dimensional Etf Trust Emerging Mkts Va (DFEV) | 7.0 | $30M | 694k | 42.67 |
|
|
| Simplify Exchange Traded Fun Intmd Term Trsry (TYA) | 4.5 | $19M | +65% | 1.5M | 12.77 |
|
| Dimensional Etf Trust Intl High Profit (DIHP) | 4.0 | $17M | +8% | 499k | 34.12 |
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 3.2 | $13M | +10% | 106k | 124.76 |
|
| Simplify Exchange Traded Fun Mbs Etf (MTBA) | 2.6 | $11M | -4% | 220k | 49.07 |
|
| Simplify Exchange Traded Fun Bond Bull Etf (RFIX) | 1.6 | $6.6M | 169k | 39.11 |
|
|
| American Centy Etf Tr Intl Eqt Etf (AVDE) | 1.3 | $5.3M | 60k | 89.20 |
|
|
| American Centy Etf Tr Us Eqt Etf (AVUS) | 1.2 | $5.2M | -5% | 41k | 128.08 |
|
| Pimco Etf Tr Mtg Bkd Secs Act (PMBS) | 1.2 | $4.9M | +307% | 99k | 49.38 |
|
| Dimensional Etf Trust Us Equi Mark Etf (DFUS) | 0.7 | $2.9M | 36k | 81.94 |
|
|
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.7 | $2.8M | -3% | 40k | 69.90 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.6 | $2.7M | 7.3k | 370.06 |
|
|
| Apple (AAPL) | 0.6 | $2.7M | 9.2k | 289.36 |
|
|
| Pimco Etf Tr Multisector Bd (PYLD) | 0.5 | $2.3M | +17% | 87k | 26.52 |
|
| Dimensional Etf Trust Us Small Cap Etf (DFSV) | 0.5 | $2.3M | -4% | 59k | 38.79 |
|
| American Centy Etf Tr Avan U S Qua Etf (AVUQ) | 0.4 | $1.8M | -3% | 27k | 66.00 |
|
| NVIDIA Corporation (NVDA) | 0.4 | $1.6M | +3% | 7.9k | 200.09 |
|
| T Rowe Price Exchange-traded Floating Rate (TFLR) | 0.3 | $1.4M | -26% | 28k | 50.41 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $1.3M | -7% | 3.7k | 357.37 |
|
| Micron Technology (MU) | 0.3 | $1.1M | +6% | 957.00 | 1154.29 |
|
| American Centy Etf Tr Emerging Mkt Val (AVES) | 0.3 | $1.1M | 16k | 65.60 |
|
|
| Caterpillar (CAT) | 0.2 | $1.0M | -3% | 980.00 | 1065.37 |
|
| Microsoft Corporation (MSFT) | 0.2 | $897k | +24% | 2.4k | 373.00 |
|
| Amazon (AMZN) | 0.2 | $890k | +16% | 3.7k | 238.34 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $837k | 1.1k | 748.89 |
|
|
| Comfort Systems USA (FIX) | 0.2 | $789k | -10% | 398.00 | 1981.95 |
|
| JPMorgan Chase & Co. (JPM) | 0.2 | $656k | -8% | 2.0k | 327.33 |
|
| McDonald's Corporation (MCD) | 0.1 | $613k | 2.3k | 270.31 |
|
|
| Bwx Technologies (BWXT) | 0.1 | $603k | 3.1k | 194.65 |
|
|
| Ge Aerospace Com New (GE) | 0.1 | $590k | -2% | 1.6k | 373.73 |
|
| Dimensional Etf Trust Emerging Mkts Co (DFEM) | 0.1 | $587k | -2% | 14k | 40.64 |
|
| Western Digital (WDC) | 0.1 | $559k | +5% | 875.00 | 638.72 |
|
| Pimco Etf Tr Sr Ln Active Etf (LONZ) | 0.1 | $546k | NEW | 11k | 49.31 |
|
| Intel Corporation (INTC) | 0.1 | $541k | -31% | 3.9k | 139.63 |
|
| Johnson & Johnson (JNJ) | 0.1 | $504k | -13% | 2.0k | 253.97 |
|
| Broadcom (AVGO) | 0.1 | $500k | -2% | 1.3k | 377.75 |
|
| J.B. Hunt Transport Services (JBHT) | 0.1 | $494k | +10% | 1.7k | 289.43 |
|
| Eli Lilly & Co. (LLY) | 0.1 | $476k | -8% | 397.00 | 1199.37 |
|
| Amphenol Corp Cl A (APH) | 0.1 | $475k | -19% | 2.7k | 176.32 |
|
| Dimensional Etf Trust Us Sustainabilty (DFSU) | 0.1 | $475k | 10k | 46.63 |
|
|
| Centene Corporation (CNC) | 0.1 | $456k | -14% | 7.1k | 64.19 |
|
| Bristol Myers Squibb (BMY) | 0.1 | $449k | +2% | 7.8k | 57.62 |
|
| Citigroup Com New (C) | 0.1 | $426k | +4% | 3.0k | 139.96 |
|
| Nextera Energy (NEE) | 0.1 | $414k | -2% | 4.7k | 87.77 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.1 | $400k | +10% | 414.00 | 965.00 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $395k | +2% | 1.1k | 353.33 |
|
| Merck & Co (MRK) | 0.1 | $394k | +2% | 3.1k | 128.50 |
|
| Edison International (EIX) | 0.1 | $391k | 5.2k | 74.45 |
|
|
| Airbnb Com Cl A (ABNB) | 0.1 | $389k | 2.7k | 143.10 |
|
|
| Parker-Hannifin Corporation (PH) | 0.1 | $387k | +5% | 396.00 | 978.12 |
|
| Lockheed Martin Corporation (LMT) | 0.1 | $387k | +6% | 759.00 | 509.46 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $372k | +20% | 744.00 | 500.39 |
|
| PG&E Corporation (PCG) | 0.1 | $370k | -7% | 22k | 16.82 |
|
| General Motors Company (GM) | 0.1 | $366k | +12% | 4.8k | 77.08 |
|
| Ge Vernova (GEV) | 0.1 | $362k | -2% | 308.00 | 1174.86 |
|
| Wal-Mart Stores (WMT) | 0.1 | $355k | -19% | 3.1k | 113.26 |
|
| Invesco Exchange Traded Fd T Large Cap Value (PWV) | 0.1 | $347k | -5% | 4.6k | 75.77 |
|
| Technipfmc (FTI) | 0.1 | $338k | +4% | 5.1k | 66.30 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $327k | +7% | 4.6k | 71.25 |
|
| Johnson Controls Internation SHS (JCI) | 0.1 | $315k | +16% | 2.2k | 146.11 |
|
| Chubb (CB) | 0.1 | $314k | +17% | 920.00 | 340.74 |
|
| Hldgs (UAL) | 0.1 | $313k | +30% | 2.3k | 135.99 |
|
| Howmet Aerospace (HWM) | 0.1 | $309k | 1.1k | 268.86 |
|
|
| Tapestry (TPR) | 0.1 | $306k | -8% | 2.1k | 146.38 |
|
| Tesla Motors (TSLA) | 0.1 | $300k | +22% | 712.00 | 420.60 |
|
| UnitedHealth (UNH) | 0.1 | $296k | +27% | 712.00 | 415.41 |
|
| PNC Financial Services (PNC) | 0.1 | $295k | +21% | 1.2k | 246.22 |
|
| Lam Research Corp Com New (LRCX) | 0.1 | $289k | -6% | 667.00 | 433.33 |
|
| Illumina (ILMN) | 0.1 | $288k | -22% | 1.6k | 175.83 |
|
| Fidelity Covington Trust Qlty Fctor Etf (FQAL) | 0.1 | $284k | 3.5k | 81.36 |
|
|
| Sandisk Corp (SNDK) | 0.1 | $282k | -44% | 124.00 | 2273.73 |
|
| Phillips 66 (PSX) | 0.1 | $277k | +28% | 1.6k | 169.05 |
|
| Dimensional Etf Trust International (DFSI) | 0.1 | $277k | -8% | 6.1k | 45.10 |
|
| Teradyne (TER) | 0.1 | $274k | +21% | 567.00 | 483.84 |
|
| Monster Beverage Corp (MNST) | 0.1 | $269k | 2.8k | 96.12 |
|
|
| Expedia Group Com New (EXPE) | 0.1 | $262k | +6% | 1.0k | 255.88 |
|
| Procter & Gamble Company (PG) | 0.1 | $260k | -3% | 1.8k | 146.62 |
|
| Fortinet (FTNT) | 0.1 | $259k | -20% | 1.7k | 153.62 |
|
| Verisign (VRSN) | 0.1 | $256k | +33% | 1.0k | 251.56 |
|
| Freeport Mcmoran CL B (FCX) | 0.1 | $253k | +23% | 4.0k | 62.89 |
|
| Ralph Lauren Corp Cl A (RL) | 0.1 | $253k | -3% | 629.00 | 401.41 |
|
| Tidal Trust Ii Return Stckd Us (RSST) | 0.1 | $250k | 7.6k | 32.69 |
|
|
| Pepsi (PEP) | 0.1 | $249k | -14% | 1.8k | 135.40 |
|
| Emerson Electric (EMR) | 0.1 | $247k | +5% | 1.7k | 143.15 |
|
| Capital One Financial (COF) | 0.1 | $242k | +44% | 1.2k | 200.62 |
|
| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 0.1 | $238k | 4.6k | 51.69 |
|
|
| American Centy Etf Tr Avantis Respon U (AVSU) | 0.1 | $237k | +12% | 2.7k | 88.52 |
|
| Arista Networks Com Shs (ANET) | 0.1 | $231k | +2% | 1.4k | 169.88 |
|
| Cummins (CMI) | 0.1 | $230k | +20% | 323.00 | 713.21 |
|
| Meta Platforms Cl A (META) | 0.1 | $229k | 407.00 | 563.29 |
|
|
| TJX Companies (TJX) | 0.1 | $229k | 1.5k | 151.50 |
|
|
| Eversource Energy (ES) | 0.1 | $226k | +130% | 3.1k | 72.27 |
|
| Molina Healthcare (MOH) | 0.1 | $226k | +51% | 988.00 | 228.70 |
|
| Waste Connections (WCN) | 0.1 | $225k | +774% | 1.3k | 166.69 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.1 | $220k | 461.00 | 477.57 |
|
|
| Snowflake Com Shs (SNOW) | 0.1 | $220k | -8% | 865.00 | 254.50 |
|
| Toll Brothers (TOL) | 0.1 | $219k | +5% | 1.3k | 164.75 |
|
| American Centy Etf Tr Ava Res Mar Etf (AVSE) | 0.1 | $217k | +3% | 2.6k | 81.84 |
|
| Dimensional Etf Trust World Ex Us Core (DFAX) | 0.1 | $216k | -4% | 5.9k | 36.84 |
|
| Delta Air Lines Com New (DAL) | 0.1 | $214k | +6% | 2.3k | 93.66 |
|
| Zoom Communications Cl A (ZM) | 0.1 | $212k | +4% | 2.5k | 86.31 |
|
| Curtiss-Wright (CW) | 0.1 | $211k | 279.00 | 757.76 |
|
|
| Dell Technologies CL C (DELL) | 0.1 | $211k | -38% | 489.00 | 431.46 |
|
| Incyte Corporation (INCY) | 0.0 | $210k | 1.9k | 113.36 |
|
|
| Invesco Exch Traded Fd Tr Ii S&p Intl Qulty (IDHQ) | 0.0 | $208k | -2% | 4.8k | 43.71 |
|
| Philip Morris International (PM) | 0.0 | $208k | 1.1k | 180.88 |
|
|
| Boeing Company (BA) | 0.0 | $207k | +113% | 954.00 | 216.47 |
|
| Natera (NTRA) | 0.0 | $206k | +5% | 760.00 | 271.45 |
|
| Carpenter Technology Corporation (CRS) | 0.0 | $204k | +227% | 331.00 | 616.84 |
|
| Ciena Corp Com New (CIEN) | 0.0 | $201k | -9% | 409.00 | 490.56 |
|
| Travelers Companies (TRV) | 0.0 | $200k | +23% | 607.00 | 330.12 |
|
| FedEx Corporation (FDX) | 0.0 | $200k | +6% | 637.00 | 313.13 |
|
| United Parcel Svcs CL B (UPS) | 0.0 | $199k | +7% | 1.9k | 107.50 |
|
| Viking Holdings Ord Shs (VIK) | 0.0 | $198k | +63% | 1.9k | 104.67 |
|
| Agilent Technologies Inc C ommon (A) | 0.0 | $197k | +17% | 1.5k | 132.83 |
|
| Wells Fargo & Company (WFC) | 0.0 | $197k | +110% | 2.4k | 82.64 |
|
| Bank of America Corporation (BAC) | 0.0 | $195k | +13% | 3.4k | 56.98 |
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.0 | $193k | 97.00 | 1989.44 |
|
|
| ConocoPhillips (COP) | 0.0 | $192k | +2% | 1.9k | 103.96 |
|
| Dollar General (DG) | 0.0 | $192k | +45% | 1.7k | 115.11 |
|
| MasTec (MTZ) | 0.0 | $191k | 460.00 | 416.06 |
|
|
| Rubrik Cl A (RBRK) | 0.0 | $191k | +7580% | 2.4k | 80.28 |
|
| Oracle Corporation (ORCL) | 0.0 | $191k | -4% | 1.3k | 146.55 |
|
| Chevron Corporation (CVX) | 0.0 | $191k | +169% | 1.2k | 165.76 |
|
| Aon Shs Cl A (AON) | 0.0 | $188k | +192% | 567.00 | 331.69 |
|
| Costco Wholesale Corporation (COST) | 0.0 | $187k | -2% | 200.00 | 935.47 |
|
| Synopsys (SNPS) | 0.0 | $187k | +791% | 419.00 | 446.07 |
|
| Devon Energy Corporation (DVN) | 0.0 | $181k | -15% | 4.4k | 41.32 |
|
| Neurocrine Biosciences (NBIX) | 0.0 | $179k | -13% | 1.1k | 168.54 |
|
| Evercore Class A (EVR) | 0.0 | $179k | +42% | 524.00 | 341.44 |
|
| Martin Marietta Materials (MLM) | 0.0 | $177k | -3% | 306.00 | 576.70 |
|
| American Tower Reit (AMT) | 0.0 | $176k | +401% | 1.1k | 163.57 |
|
| Mongodb Cl A (MDB) | 0.0 | $176k | 524.00 | 335.90 |
|
|
| Vertiv Holdings Com Cl A (VRT) | 0.0 | $176k | +2% | 525.00 | 334.82 |
|
| Metropcs Communications (TMUS) | 0.0 | $174k | +8% | 1.0k | 167.73 |
|
| 10x Genomics Cl A Com (TXG) | 0.0 | $168k | -8% | 4.4k | 38.34 |
|
| Texas Roadhouse (TXRH) | 0.0 | $168k | +32% | 867.00 | 193.23 |
|
| Applied Materials (AMAT) | 0.0 | $167k | +16% | 231.00 | 723.00 |
|
| Atlassian Corporation Cl A (TEAM) | 0.0 | $166k | +137% | 2.1k | 77.79 |
|
| Domino's Pizza (DPZ) | 0.0 | $165k | +142% | 556.00 | 296.04 |
|
| General Dynamics Corporation (GD) | 0.0 | $164k | -14% | 464.00 | 354.24 |
|
| Hilton Worldwide Holdings (HLT) | 0.0 | $164k | +51% | 495.00 | 330.46 |
|
| Dimensional Etf Trust Internatnal Val (DFIV) | 0.0 | $163k | 3.0k | 54.02 |
|
|
| Exelixis (EXEL) | 0.0 | $162k | 3.0k | 54.41 |
|
|
| National Retail Properties (NNN) | 0.0 | $162k | +191% | 3.5k | 46.53 |
|
| Match Group (MTCH) | 0.0 | $159k | -4% | 4.2k | 38.05 |
|
| Mueller Industries (MLI) | 0.0 | $158k | +9% | 1.3k | 122.93 |
|
| Worthington Stl Com Shs (WS) | 0.0 | $158k | 4.7k | 33.58 |
|
|
| NVR (NVR) | 0.0 | $157k | NEW | 23.00 | 6813.43 |
|
| Oshkosh Corporation (OSK) | 0.0 | $154k | +350% | 1.0k | 153.48 |
|
| Ross Stores (ROST) | 0.0 | $153k | +63% | 719.00 | 212.85 |
|
| Charter Communications Cl A (CHTR) | 0.0 | $152k | +1748% | 1.1k | 142.21 |
|
| International Business Machines (IBM) | 0.0 | $150k | -9% | 531.00 | 281.46 |
|
| Lincoln Electric Holdings (LECO) | 0.0 | $149k | -4% | 561.00 | 265.51 |
|
| Equinix (EQIX) | 0.0 | $148k | +52% | 142.00 | 1042.39 |
|
| Invesco Exchange Traded Fd T Buyback Achiev (PKW) | 0.0 | $148k | 1.0k | 141.66 |
|
|
| Nvent Elec SHS (NVT) | 0.0 | $146k | +18% | 862.00 | 169.61 |
|
| Draftkings Com Cl A (DKNG) | 0.0 | $145k | +7% | 5.8k | 25.26 |
|
| Iqvia Holdings (IQV) | 0.0 | $145k | +19% | 751.00 | 193.22 |
|
| American Centy Etf Tr Avan Re Intl Etf (AVSD) | 0.0 | $145k | +19% | 1.8k | 79.88 |
|
| Iron Mountain (IRM) | 0.0 | $144k | +8% | 1.1k | 126.33 |
|
| Cisco Systems (CSCO) | 0.0 | $143k | -8% | 1.2k | 117.46 |
|
| S&p Global (SPGI) | 0.0 | $143k | -30% | 351.00 | 407.26 |
|
| Home Depot (HD) | 0.0 | $143k | +72% | 405.00 | 352.68 |
|
| Ball Corporation (BALL) | 0.0 | $142k | +8% | 2.3k | 62.40 |
|
| Owens Corning (OC) | 0.0 | $141k | +141% | 889.00 | 158.96 |
|
| Te Connectivity Ord Shs (TEL) | 0.0 | $141k | +13% | 698.00 | 201.61 |
|
| East West Ban (EWBC) | 0.0 | $140k | +43% | 1.1k | 129.09 |
|
| Worthington Industries (WOR) | 0.0 | $140k | -34% | 2.6k | 53.76 |
|
| Occidental Petroleum Corporation (OXY) | 0.0 | $140k | +60% | 2.9k | 48.57 |
|
| Norfolk Southern (NSC) | 0.0 | $139k | -12% | 440.00 | 314.76 |
|
| Carnival Corp Common Shares (CCL) | 0.0 | $138k | NEW | 4.8k | 28.57 |
|
| Raytheon Technologies Corp (RTX) | 0.0 | $138k | +17% | 728.00 | 189.73 |
|
| Otis Worldwide Corp (OTIS) | 0.0 | $138k | +249% | 1.9k | 71.60 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $137k | -53% | 186.00 | 736.40 |
|
| Emcor (EME) | 0.0 | $137k | +17% | 165.00 | 829.88 |
|
| Five Below (FIVE) | 0.0 | $137k | -10% | 759.00 | 179.79 |
|
| Nutanix Cl A (NTNX) | 0.0 | $136k | -10% | 2.7k | 50.96 |
|
| BorgWarner (BWA) | 0.0 | $136k | 2.0k | 66.40 |
|
|
| Analog Devices (ADI) | 0.0 | $136k | +3% | 342.00 | 397.17 |
|
| Abbvie (ABBV) | 0.0 | $134k | -15% | 534.00 | 251.64 |
|
| Mid-America Apartment (MAA) | 0.0 | $134k | +90% | 963.00 | 138.94 |
|
| Burlington Stores (BURL) | 0.0 | $134k | +11% | 422.00 | 316.80 |
|
| Bank of New York Mellon Corporation (BNY) | 0.0 | $133k | +5% | 920.00 | 144.61 |
|
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.0 | $132k | -2% | 1.6k | 82.34 |
|
| Wabtec Corporation (WAB) | 0.0 | $132k | 488.00 | 269.60 |
|
|
| Regeneron Pharmaceuticals (REGN) | 0.0 | $131k | -4% | 210.00 | 623.54 |
|
| Equifax (EFX) | 0.0 | $131k | +23% | 823.00 | 158.72 |
|
| Abbott Laboratories (ABT) | 0.0 | $130k | +139% | 1.4k | 90.74 |
|
| Lamar Advertising Cl A (LAMR) | 0.0 | $130k | +37% | 833.00 | 155.98 |
|
| Colgate-Palmolive Company (CL) | 0.0 | $129k | +102% | 1.4k | 91.68 |
|
| Walt Disney Company (DIS) | 0.0 | $126k | -8% | 1.3k | 96.25 |
|
| Globe Life (GL) | 0.0 | $126k | +21% | 703.00 | 178.68 |
|
| Alexandria Real Estate Equities (ARE) | 0.0 | $125k | +350% | 2.4k | 52.85 |
|
| Moody's Corporation (MCO) | 0.0 | $124k | +20% | 273.00 | 452.92 |
|
| Boston Scientific Corporation (BSX) | 0.0 | $123k | +113% | 2.9k | 42.68 |
|
| Us Foods Hldg Corp call (USFD) | 0.0 | $123k | -12% | 1.2k | 102.25 |
|
| Host Hotels & Resorts (HST) | 0.0 | $123k | +52% | 5.2k | 23.71 |
|
| Ishares Tr 0-3 Mth Treasury (SGOV) | 0.0 | $123k | +312% | 1.2k | 100.67 |
|
| Paychex (PAYX) | 0.0 | $122k | +52% | 1.2k | 98.33 |
|
| Sentinelone Cl A (S) | 0.0 | $122k | +33% | 7.2k | 16.97 |
|
| Insulet Corporation (PODD) | 0.0 | $121k | +135% | 796.00 | 152.25 |
|
| Mohawk Industries (MHK) | 0.0 | $121k | +17% | 998.00 | 121.33 |
|
| Advanced Micro Devices (AMD) | 0.0 | $120k | +62% | 206.00 | 580.91 |
|
| Cognex Corporation (CGNX) | 0.0 | $120k | +6% | 1.7k | 72.42 |
|
| Cme (CME) | 0.0 | $120k | 541.00 | 220.83 |
|
|
| Kulicke and Soffa Industries (KLIC) | 0.0 | $119k | 892.00 | 133.76 |
|
|
| Travel Leisure Ord (TNL) | 0.0 | $118k | 1.5k | 76.43 |
|
|
| Invesco Exchange Traded Fd T S&p Mdcp Vlu Mnt (XMVM) | 0.0 | $118k | 1.7k | 70.92 |
|
|
| Newmont Mining Corporation (NEM) | 0.0 | $118k | -6% | 1.3k | 93.40 |
|
| Ametek (AME) | 0.0 | $117k | +18% | 485.00 | 241.94 |
|
| Hanover Insurance (THG) | 0.0 | $117k | +28% | 548.00 | 214.12 |
|
| Tyson Foods Cl A (TSN) | 0.0 | $117k | -21% | 2.0k | 57.25 |
|
| Dow (DOW) | 0.0 | $117k | +52% | 4.3k | 27.36 |
|
| Dynatrace Com New (DT) | 0.0 | $116k | +92% | 2.6k | 43.91 |
|
| Halliburton Company (HAL) | 0.0 | $115k | +24% | 3.4k | 33.95 |
|
| Lyondellbasell Industries Nv Shs - A - (LYB) | 0.0 | $114k | +100% | 2.2k | 52.65 |
|
| Palantir Technologies Cl A (PLTR) | 0.0 | $114k | -30% | 977.00 | 116.67 |
|
| Qualcomm (QCOM) | 0.0 | $114k | +128% | 616.00 | 184.79 |
|
| Mccormick & Co Com Non Vtg (MKC) | 0.0 | $113k | +479% | 2.3k | 50.42 |
|
| Molson Coors Beverage CL B (TAP) | 0.0 | $113k | +304% | 2.9k | 38.96 |
|
| Axis Cap Hldgs SHS (AXS) | 0.0 | $113k | -3% | 1.0k | 107.44 |
|
| Gilead Sciences (GILD) | 0.0 | $112k | 889.00 | 126.34 |
|
|
| CVS Caremark Corporation (CVS) | 0.0 | $112k | -6% | 1.1k | 103.45 |
|
| Janus Henderson Group Ord Shs | 0.0 | $112k | +17% | 2.2k | 51.95 |
|
| Medtronic SHS (MDT) | 0.0 | $111k | +98% | 1.4k | 78.23 |
|
| Cloudflare Cl A Com (NET) | 0.0 | $110k | +56% | 448.00 | 245.28 |
|
| Veeva Sys Cl A Com (VEEV) | 0.0 | $109k | +6% | 615.00 | 177.47 |
|
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.0 | $109k | -13% | 242.00 | 450.98 |
|
| Visa Com Cl A (V) | 0.0 | $109k | -4% | 318.00 | 343.09 |
|
| Pinnacle Finl Partners (PNFP) | 0.0 | $109k | -18% | 1.1k | 100.88 |
|
| Arrow Electronics (ARW) | 0.0 | $108k | +57% | 508.00 | 213.41 |
|
| Jefferies Finl Group (JEF) | 0.0 | $108k | +61% | 2.2k | 49.98 |
|
| Keysight Technologies (KEYS) | 0.0 | $108k | +17% | 308.00 | 350.07 |
|
| First Industrial Realty Trust (FR) | 0.0 | $108k | +2% | 1.8k | 61.31 |
|
| Roblox Corp Cl A (RBLX) | 0.0 | $108k | +20% | 2.0k | 54.38 |
|
| Cubesmart (CUBE) | 0.0 | $107k | +336% | 2.7k | 39.77 |
|
| DTE Energy Company (DTE) | 0.0 | $107k | +734% | 701.00 | 152.37 |
|
| First Horizon National Corporation (FHN) | 0.0 | $106k | +17% | 4.1k | 25.64 |
|
| Blackrock (BLK) | 0.0 | $106k | +66% | 110.00 | 961.56 |
|
| Paylocity Holding Corporation (PCTY) | 0.0 | $106k | +239% | 1.0k | 104.53 |
|
| Marsh & McLennan Companies (MRSH) | 0.0 | $105k | -59% | 632.00 | 166.67 |
|
| Consolidated Edison (ED) | 0.0 | $105k | +65% | 947.00 | 110.63 |
|
| EOG Resources (EOG) | 0.0 | $104k | +50% | 800.00 | 129.73 |
|
| Cambria Etf Tr Shshld Yield Etf (SYLD) | 0.0 | $104k | 1.3k | 79.09 |
|
|
| Duke Energy Corp Com New (DUK) | 0.0 | $103k | +18% | 817.00 | 126.58 |
|
Past Filings by True Wealth Design
SEC 13F filings are viewable for True Wealth Design going back to 2022
- True Wealth Design 2026 Q2 filed July 16, 2026
- True Wealth Design 2026 Q1 filed April 13, 2026
- True Wealth Design 2025 Q4 filed Jan. 8, 2026
- 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