True Wealth Design
Latest statistics and disclosures from True Wealth Design's latest quarterly 13F-HR filing:
- Top 5 stock holdings are BOXX, DFAC, DFIC, DUHP, DFEV, and represent 55.93% of True Wealth Design's stock portfolio.
- Added to shares of these 10 stocks: BOXX, DFAC, PMBS, TYA, DUHP, GOOGL, AVUV, DFIC, JPM, MCD.
- Started 290 new stock positions in VIA, UTZ, CRMT, NEXN, SCVL, FSTA, SCHG, NOVT, XLK, WAL.
- Reduced shares in these 10 stocks: VTI, VXUS, MTBA, VCRB, DGRO, IGRO, VTEL, IVES, IUSG, TFLR.
- Sold out of its positions in AFCG, ADV, AGYS, AGL, ALEX, OSG, AMSF, ANGO, AIV, ARLO.
- True Wealth Design was a net buyer of stock by $18M.
- True Wealth Design has $360M in assets under management (AUM), dropping by 5.66%.
- Central Index Key (CIK): 0001966033
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Portfolio Holdings for True Wealth Design
True Wealth Design holds 2699 positions in its portfolio as reported in the March 2026 quarterly 13F filing
True Wealth Design has 2699 total positions. Only the first 250 positions are shown.
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- Download the True Wealth Design March 2026 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ea Series Trust Alpha Arch 1-3 (BOXX) | 16.0 | $58M | +4% | 497k | 116.29 |
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 15.1 | $54M | +2% | 1.4M | 38.86 |
|
| Dimensional Etf Trust Intl Core Equity (DFIC) | 10.5 | $38M | 1.1M | 35.53 |
|
|
| Dimensional Etf Trust Us High Profitab (DUHP) | 7.4 | $27M | +3% | 721k | 36.76 |
|
| Dimensional Etf Trust Emerging Mkts Va (DFEV) | 7.0 | $25M | 701k | 35.78 |
|
|
| Dimensional Etf Trust Intl High Profit (DIHP) | 4.1 | $15M | +2% | 459k | 32.22 |
|
| Simplify Exchange Traded Fun Intmd Term Trsry (TYA) | 3.3 | $12M | +9% | 902k | 13.13 |
|
| Simplify Exchange Traded Fun Mbs Etf (MTBA) | 3.2 | $11M | -8% | 230k | 49.46 |
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 2.9 | $11M | +5% | 96k | 110.47 |
|
| Simplify Exchange Traded Fun Bond Bull Etf (RFIX) | 1.9 | $6.8M | 169k | 40.46 |
|
|
| American Centy Etf Tr Intl Eqt Etf (AVDE) | 1.4 | $5.1M | 60k | 84.84 |
|
|
| American Centy Etf Tr Us Eqt Etf (AVUS) | 1.3 | $4.8M | +5% | 43k | 111.18 |
|
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.7 | $2.6M | -2% | 42k | 62.45 |
|
| Dimensional Etf Trust Us Equity Market (DFUS) | 0.7 | $2.5M | -2% | 36k | 70.91 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.7 | $2.4M | -49% | 7.4k | 320.80 |
|
| Apple (AAPL) | 0.7 | $2.3M | +7% | 9.2k | 253.79 |
|
| Dimensional Etf Trust Us Small Cap Val (DFSV) | 0.6 | $2.2M | 62k | 35.04 |
|
|
| Pimco Etf Tr Multisector Bd (PYLD) | 0.5 | $1.9M | 74k | 26.20 |
|
|
| T Rowe Price Etf Floating Rate (TFLR) | 0.5 | $1.9M | -7% | 38k | 50.36 |
|
| American Centy Etf Tr Avantis U S Qual (AVUQ) | 0.4 | $1.6M | +20% | 28k | 56.74 |
|
| NVIDIA Corporation (NVDA) | 0.4 | $1.3M | +22% | 7.6k | 174.40 |
|
| Pimco Etf Tr Mtg Bkd Secs Act (PMBS) | 0.3 | $1.2M | NEW | 24k | 49.60 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $1.1M | +145% | 4.0k | 287.54 |
|
| American Centy Etf Tr Emerging Mkt Val (AVES) | 0.3 | $975k | +3% | 16k | 59.98 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $730k | 1.1k | 653.21 |
|
|
| Caterpillar (CAT) | 0.2 | $721k | 1.0k | 708.76 |
|
|
| McDonald's Corporation (MCD) | 0.2 | $715k | +157% | 2.3k | 310.79 |
|
| Microsoft Corporation (MSFT) | 0.2 | $713k | +43% | 1.9k | 370.15 |
|
| Amazon (AMZN) | 0.2 | $665k | +32% | 3.2k | 208.27 |
|
| JPMorgan Chase & Co. (JPM) | 0.2 | $648k | +252% | 2.2k | 294.16 |
|
| Bwx Technologies (BWXT) | 0.2 | $637k | 3.1k | 204.49 |
|
|
| Comfort Systems USA (FIX) | 0.2 | $616k | +5% | 447.00 | 1378.99 |
|
| Johnson & Johnson (JNJ) | 0.2 | $563k | +65% | 2.3k | 244.47 |
|
| Dimensional Etf Trust Emerging Mkts Co (DFEM) | 0.1 | $511k | -3% | 15k | 34.55 |
|
| Wal-Mart Stores (WMT) | 0.1 | $483k | +8% | 3.9k | 124.28 |
|
| Bristol Myers Squibb (BMY) | 0.1 | $462k | +23% | 7.6k | 60.65 |
|
| Ge Aerospace Com New (GE) | 0.1 | $460k | +18% | 1.6k | 283.77 |
|
| Nextera Energy (NEE) | 0.1 | $450k | +686% | 4.8k | 92.88 |
|
| Lockheed Martin Corporation (LMT) | 0.1 | $433k | +5% | 716.00 | 604.39 |
|
| Dimensional Etf Trust Us Sustainabilty (DFSU) | 0.1 | $425k | -2% | 10k | 41.09 |
|
| Amphenol Corp Cl A (APH) | 0.1 | $424k | +7% | 3.4k | 126.35 |
|
| PG&E Corporation (PCG) | 0.1 | $419k | +62% | 24k | 17.57 |
|
| Broadcom (AVGO) | 0.1 | $418k | +54% | 1.4k | 309.51 |
|
| Eli Lilly & Co. (LLY) | 0.1 | $398k | +148% | 433.00 | 919.73 |
|
| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.1 | $398k | NEW | 14k | 27.85 |
|
| Edison International (EIX) | 0.1 | $389k | +16% | 5.3k | 73.18 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $384k | NEW | 13k | 30.68 |
|
| Merck & Co (MRK) | 0.1 | $360k | +4% | 3.0k | 120.29 |
|
| Airbnb Com Cl A (ABNB) | 0.1 | $348k | +81% | 2.8k | 126.28 |
|
| Invesco Exchange Traded Fd T Large Cap Value (PWV) | 0.1 | $338k | -6% | 4.9k | 69.71 |
|
| Parker-Hannifin Corporation (PH) | 0.1 | $338k | +5% | 377.00 | 895.24 |
|
| Technipfmc (FTI) | 0.1 | $336k | +7% | 4.9k | 69.13 |
|
| Pepsi (PEP) | 0.1 | $332k | +2% | 2.1k | 155.29 |
|
| Citigroup Com New (C) | 0.1 | $331k | +5% | 2.9k | 113.41 |
|
| J.B. Hunt Transport Services (JBHT) | 0.1 | $326k | +11% | 1.5k | 211.90 |
|
| Tapestry (TPR) | 0.1 | $322k | 2.3k | 141.11 |
|
|
| General Motors Company (GM) | 0.1 | $314k | +9% | 4.2k | 74.50 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $312k | +44% | 1.1k | 286.83 |
|
| Micron Technology (MU) | 0.1 | $303k | +54% | 896.00 | 337.84 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $297k | +28% | 620.00 | 479.20 |
|
| Dimensional Etf Trust International (DFSI) | 0.1 | $284k | -4% | 6.7k | 42.40 |
|
| Ge Vernova (GEV) | 0.1 | $276k | +73% | 316.00 | 872.90 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $274k | 4.3k | 64.08 |
|
|
| Centene Corporation (CNC) | 0.1 | $273k | +6% | 8.4k | 32.74 |
|
| Marsh & McLennan Companies | 0.1 | $273k | +402% | 1.6k | 173.45 |
|
| Howmet Aerospace (HWM) | 0.1 | $265k | 1.1k | 230.46 |
|
|
| Procter & Gamble Company (PG) | 0.1 | $264k | +148% | 1.8k | 144.48 |
|
| Illumina (ILMN) | 0.1 | $262k | -6% | 2.1k | 123.26 |
|
| Devon Energy Corporation (DVN) | 0.1 | $259k | 5.1k | 50.32 |
|
|
| Chubb (CB) | 0.1 | $254k | +5% | 780.00 | 325.93 |
|
| Fidelity Covington Trust Qlty Fctor Etf (FQAL) | 0.1 | $254k | 3.5k | 72.60 |
|
|
| Intel Corporation (INTC) | 0.1 | $249k | -15% | 5.6k | 44.13 |
|
| Johnson Controls Internation SHS (JCI) | 0.1 | $242k | +17% | 1.9k | 130.95 |
|
| ConocoPhillips (COP) | 0.1 | $238k | +15% | 1.8k | 132.00 |
|
| TJX Companies (TJX) | 0.1 | $237k | +66% | 1.5k | 159.73 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $233k | +114% | 404.00 | 577.18 |
|
| Phillips 66 (PSX) | 0.1 | $232k | -6% | 1.3k | 182.18 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $231k | NEW | 882.00 | 262.02 |
|
| Meta Platforms Cl A (META) | 0.1 | $231k | +5% | 403.00 | 572.13 |
|
| Western Digital (WDC) | 0.1 | $225k | +35% | 831.00 | 270.49 |
|
| Ralph Lauren Corp Cl A (RL) | 0.1 | $223k | +2% | 649.00 | 343.99 |
|
| Expedia Group Com New (EXPE) | 0.1 | $222k | -30% | 962.00 | 230.89 |
|
| Tidal Trust Ii Return Stckd Us (RSST) | 0.1 | $216k | 7.6k | 28.28 |
|
|
| Tesla Motors (TSLA) | 0.1 | $216k | +10% | 581.00 | 371.94 |
|
| Roper Industries (ROP) | 0.1 | $216k | +84% | 610.00 | 353.86 |
|
| Emerson Electric (EMR) | 0.1 | $215k | -8% | 1.6k | 131.02 |
|
| S&p Global (SPGI) | 0.1 | $214k | +513% | 503.00 | 425.34 |
|
| FedEx Corporation (FDX) | 0.1 | $213k | +29% | 598.00 | 356.18 |
|
| Dimensional Etf Trust World Ex Us Core (DFAX) | 0.1 | $209k | -3% | 6.2k | 33.97 |
|
| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 0.1 | $208k | 4.6k | 45.12 |
|
|
| Worthington Industries (WOR) | 0.1 | $206k | -15% | 4.0k | 52.14 |
|
| Palantir Technologies Cl A (PLTR) | 0.1 | $206k | +22% | 1.4k | 146.28 |
|
| Costco Wholesale Corporation (COST) | 0.1 | $205k | +237% | 206.00 | 996.43 |
|
| PNC Financial Services (PNC) | 0.1 | $204k | +20% | 981.00 | 208.09 |
|
| Metropcs Communications (TMUS) | 0.1 | $202k | +1234% | 961.00 | 210.03 |
|
| Oracle Corporation (ORCL) | 0.1 | $200k | +55% | 1.4k | 147.11 |
|
| Danaher Corporation (DHR) | 0.1 | $200k | +168% | 1.1k | 189.60 |
|
| Monster Beverage Corp (MNST) | 0.1 | $199k | 2.7k | 72.46 |
|
|
| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.1 | $199k | NEW | 4.1k | 48.93 |
|
| Five Below (FIVE) | 0.1 | $193k | +22% | 846.00 | 228.48 |
|
| Freeport Mcmoran CL B (FCX) | 0.1 | $191k | +17% | 3.2k | 58.78 |
|
| Verisign (VRSN) | 0.1 | $189k | +4% | 762.00 | 248.36 |
|
| Philip Morris International (PM) | 0.1 | $189k | +16% | 1.1k | 165.34 |
|
| Zoom Communications Cl A (ZM) | 0.1 | $189k | -28% | 2.3k | 80.39 |
|
| Curtiss-Wright (CW) | 0.1 | $188k | 276.00 | 681.12 |
|
|
| General Dynamics Corporation (GD) | 0.1 | $187k | +16% | 544.00 | 343.22 |
|
| Martin Marietta Materials (MLM) | 0.1 | $186k | +2% | 316.00 | 588.68 |
|
| Ameriprise Financial (AMP) | 0.0 | $176k | +57% | 395.00 | 444.40 |
|
| American Centy Etf Tr Avantis Respon U (AVSU) | 0.0 | $176k | +7% | 2.4k | 73.92 |
|
| Ciena Corp Com New (CIEN) | 0.0 | $176k | 452.00 | 388.23 |
|
|
| Invesco Exch Traded Fd Tr Ii S&p Intl Qulty (IDHQ) | 0.0 | $173k | 4.9k | 35.37 |
|
|
| Fortinet (FTNT) | 0.0 | $173k | +103% | 2.1k | 81.72 |
|
| Incyte Corporation (INCY) | 0.0 | $173k | 1.8k | 94.12 |
|
|
| Toll Brothers (TOL) | 0.0 | $172k | +2% | 1.3k | 136.47 |
|
| United Parcel Svcs CL B (UPS) | 0.0 | $170k | 1.7k | 98.38 |
|
|
| American Centy Etf Tr Avantis Responsi (AVSE) | 0.0 | $170k | 2.5k | 66.57 |
|
|
| Regeneron Pharmaceuticals (REGN) | 0.0 | $169k | +34% | 219.00 | 772.64 |
|
| Tyson Foods Cl A (TSN) | 0.0 | $166k | +42% | 2.6k | 64.07 |
|
| Booking Holdings (BKNG) | 0.0 | $164k | -15% | 39.00 | 4210.33 |
|
| Neurocrine Biosciences (NBIX) | 0.0 | $163k | +27% | 1.2k | 131.74 |
|
| Arista Networks Com Shs (ANET) | 0.0 | $163k | +11% | 1.3k | 122.78 |
|
| Hldgs (UAL) | 0.0 | $162k | +30% | 1.8k | 92.07 |
|
| Cme (CME) | 0.0 | $159k | +2% | 537.00 | 295.35 |
|
| Dimensional Etf Trust Internatnal Val (DFIV) | 0.0 | $159k | -3% | 3.0k | 52.78 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.0 | $154k | +15% | 455.00 | 337.95 |
|
| Capital One Financial (COF) | 0.0 | $152k | -23% | 834.00 | 182.43 |
|
| Lam Research Corp Com New (LRCX) | 0.0 | $152k | 711.00 | 213.66 |
|
|
| UnitedHealth (UNH) | 0.0 | $152k | +37% | 560.00 | 270.66 |
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| Honeywell International (HON) | 0.0 | $150k | +98% | 663.00 | 226.03 |
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| MasTec (MTZ) | 0.0 | $148k | 459.00 | 321.74 |
|
|
| Bank of America Corporation (BAC) | 0.0 | $148k | +92% | 3.0k | 48.75 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.0 | $147k | +44% | 376.00 | 391.76 |
|
| Lincoln Electric Holdings (LECO) | 0.0 | $147k | -6% | 588.00 | 249.08 |
|
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.0 | $146k | 280.00 | 522.71 |
|
|
| New York Times Co Mtn Be Cl A (NYT) | 0.0 | $146k | +75% | 1.7k | 83.73 |
|
| Newmont Mining Corporation (NEM) | 0.0 | $145k | 1.3k | 108.24 |
|
|
| Worthington Stl Com Shs (WS) | 0.0 | $145k | -9% | 4.8k | 30.35 |
|
| Cummins (CMI) | 0.0 | $145k | +18% | 269.00 | 538.02 |
|
| Natera (NTRA) | 0.0 | $145k | 723.00 | 199.99 |
|
|
| Agilent Technologies Inc C ommon (A) | 0.0 | $144k | +49% | 1.3k | 113.98 |
|
| Norfolk Southern (NSC) | 0.0 | $144k | 501.00 | 287.14 |
|
|
| Snowflake Com Shs (SNOW) | 0.0 | $143k | +2% | 950.00 | 150.82 |
|
| Travelers Companies (TRV) | 0.0 | $143k | +23% | 490.00 | 291.68 |
|
| Delta Air Lines Com New (DAL) | 0.0 | $143k | +21% | 2.1k | 66.48 |
|
| Lululemon Athletica (LULU) | 0.0 | $142k | +2635% | 930.00 | 153.10 |
|
| International Business Machines (IBM) | 0.0 | $142k | +41% | 586.00 | 242.59 |
|
| Crown Holdings (CCK) | 0.0 | $142k | 1.4k | 100.25 |
|
|
| Sandisk Corp (SNDK) | 0.0 | $141k | -37% | 222.00 | 635.34 |
|
| Walt Disney Company (DIS) | 0.0 | $139k | +30% | 1.4k | 96.38 |
|
| Teradyne (TER) | 0.0 | $138k | +121% | 467.00 | 296.46 |
|
| Abbvie (ABBV) | 0.0 | $138k | +21% | 634.00 | 217.62 |
|
| Invesco Exchange Traded Fd T Buyback Achiev (PKW) | 0.0 | $137k | -3% | 1.0k | 131.25 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $136k | +466% | 317.00 | 430.29 |
|
| Dollar General (DG) | 0.0 | $136k | 1.1k | 118.73 |
|
|
| Match Group (MTCH) | 0.0 | $135k | +55% | 4.4k | 30.71 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $134k | +3070% | 1.1k | 124.31 |
|
| Dell Technologies CL C (DELL) | 0.0 | $130k | +4% | 794.00 | 164.13 |
|
| Mueller Industries (MLI) | 0.0 | $130k | +28% | 1.2k | 110.80 |
|
| Mongodb Cl A (MDB) | 0.0 | $130k | +26% | 530.00 | 244.77 |
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| Exelixis (EXEL) | 0.0 | $130k | -3% | 3.0k | 42.89 |
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| Te Connectivity Ord Shs (TEL) | 0.0 | $129k | +25% | 617.00 | 209.02 |
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.0 | $128k | +29% | 97.00 | 1320.84 |
|
| Vertiv Holdings Com Cl A (VRT) | 0.0 | $128k | +115% | 510.00 | 250.58 |
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| Us Foods Hldg Corp call (USFD) | 0.0 | $127k | +2% | 1.4k | 92.21 |
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| Gilead Sciences (GILD) | 0.0 | $126k | +25% | 902.00 | 139.37 |
|
| Ball Corporation (BALL) | 0.0 | $124k | +32% | 2.1k | 59.11 |
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| Burlington Stores (BURL) | 0.0 | $123k | +553% | 379.00 | 325.06 |
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.0 | $123k | NEW | 668.00 | 184.28 |
|
| Wabtec Corporation (WAB) | 0.0 | $123k | +6% | 491.00 | 249.91 |
|
| Chipotle Mexican Grill (CMG) | 0.0 | $122k | -2% | 3.8k | 32.01 |
|
| Equifax (EFX) | 0.0 | $120k | +350% | 666.00 | 180.07 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $120k | +73% | 609.00 | 196.20 |
|
| Raytheon Technologies Corp (RTX) | 0.0 | $119k | -10% | 617.00 | 192.85 |
|
| Spdr Index Shs Fds State Street Spd (SPDW) | 0.0 | $119k | NEW | 2.6k | 45.65 |
|
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.0 | $117k | -14% | 1.6k | 71.13 |
|
| 3M Company (MMM) | 0.0 | $117k | +12% | 807.00 | 145.23 |
|
| Occidental Petroleum Corporation (OXY) | 0.0 | $117k | +788% | 1.8k | 65.00 |
|
| Dow (DOW) | 0.0 | $117k | +785% | 2.8k | 41.65 |
|
| Draftkings Com Cl A (DKNG) | 0.0 | $116k | +35% | 5.4k | 21.62 |
|
| Pinnacle Finl Partners (PNFP) | 0.0 | $115k | NEW | 1.3k | 86.14 |
|
| Nutanix Cl A (NTNX) | 0.0 | $113k | +141% | 3.0k | 38.01 |
|
| Itt (ITT) | 0.0 | $113k | +244% | 593.00 | 190.53 |
|
| Roku Com Cl A (ROKU) | 0.0 | $112k | +4% | 1.2k | 94.62 |
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $111k | 458.00 | 243.08 |
|
|
| American Centy Etf Tr Avantis Responsi (AVSD) | 0.0 | $111k | +11% | 1.5k | 73.65 |
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| BorgWarner (BWA) | 0.0 | $111k | 2.1k | 54.26 |
|
|
| Axis Cap Hldgs SHS (AXS) | 0.0 | $110k | +12% | 1.1k | 101.41 |
|
| Carnival Corp Common Stock (CCL) | 0.0 | $110k | +192% | 4.3k | 25.88 |
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| Servicenow (NOW) | 0.0 | $110k | +63% | 1.1k | 104.55 |
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| Evercore Class A (EVR) | 0.0 | $110k | +46% | 367.00 | 298.51 |
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| Invesco Exchange Traded Fd T S&p Mdcp Vlu Mnt (XMVM) | 0.0 | $108k | 1.7k | 65.12 |
|
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| Texas Roadhouse (TXRH) | 0.0 | $108k | +69% | 652.00 | 165.14 |
|
| Iron Mountain (IRM) | 0.0 | $107k | +46% | 1.0k | 102.12 |
|
| Iqvia Holdings (IQV) | 0.0 | $107k | -16% | 626.00 | 170.54 |
|
| Halliburton Company (HAL) | 0.0 | $106k | +11% | 2.7k | 38.99 |
|
| Travel Leisure Ord (TNL) | 0.0 | $106k | 1.5k | 69.19 |
|
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| Analog Devices (ADI) | 0.0 | $106k | +11% | 332.00 | 318.14 |
|
| Tenet Healthcare Corp Com New (THC) | 0.0 | $106k | -9% | 559.00 | 188.71 |
|
| Paypal Holdings (PYPL) | 0.0 | $105k | +12% | 2.3k | 45.23 |
|
| Ecolab (ECL) | 0.0 | $105k | -7% | 394.00 | 266.02 |
|
| Netflix (NFLX) | 0.0 | $105k | +93% | 1.1k | 96.15 |
|
| Emcor (EME) | 0.0 | $104k | +43% | 141.00 | 738.31 |
|
| CRH Ord (CRH) | 0.0 | $104k | +27% | 989.00 | 105.12 |
|
| Medpace Hldgs (MEDP) | 0.0 | $104k | -18% | 216.00 | 480.19 |
|
| Bank of New York Mellon Corporation (BK) | 0.0 | $104k | +18% | 873.00 | 118.63 |
|
| Flexshares Tr Qualt Divd Idx (QDF) | 0.0 | $103k | NEW | 1.3k | 79.09 |
|
| Cisco Systems (CSCO) | 0.0 | $103k | +9% | 1.3k | 77.59 |
|
| MarketAxess Holdings (MKTX) | 0.0 | $103k | -9% | 623.00 | 164.98 |
|
| 10x Genomics Cl A Com (TXG) | 0.0 | $102k | +4% | 4.8k | 21.23 |
|
| Exxon Mobil Corporation (XOM) | 0.0 | $102k | +36% | 600.00 | 169.66 |
|
| Veeva Sys Cl A Com (VEEV) | 0.0 | $101k | +59% | 577.00 | 175.66 |
|
| McKesson Corporation (MCK) | 0.0 | $101k | +5% | 117.00 | 865.37 |
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $101k | +105% | 3.5k | 28.71 |
|
| Novartis Sponsored Adr (NVS) | 0.0 | $101k | +33% | 662.00 | 152.75 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $101k | +344% | 169.00 | 597.55 |
|
| Visa Com Cl A (V) | 0.0 | $101k | +240% | 334.00 | 302.24 |
|
| Best Buy (BBY) | 0.0 | $100k | -24% | 1.6k | 64.20 |
|
| Cambria Etf Tr Shshld Yield Etf (SYLD) | 0.0 | $100k | -16% | 1.3k | 75.41 |
|
| Gap (GAP) | 0.0 | $100k | +12% | 4.1k | 24.20 |
|
| Hilton Worldwide Holdings (HLT) | 0.0 | $99k | +30% | 326.00 | 304.08 |
|
| First Industrial Realty Trust (FR) | 0.0 | $99k | +2% | 1.7k | 57.85 |
|
| Moody's Corporation (MCO) | 0.0 | $99k | +440% | 227.00 | 436.25 |
|
| Royal Gold (RGLD) | 0.0 | $98k | 384.00 | 254.49 |
|
|
| Ross Stores (ROST) | 0.0 | $95k | +47% | 440.00 | 216.66 |
|
| Genpact SHS (G) | 0.0 | $95k | +3% | 2.5k | 37.25 |
|
| Eversource Energy (ES) | 0.0 | $94k | +9% | 1.4k | 69.28 |
|
| Janus Henderson Group Ord Shs (JHG) | 0.0 | $94k | +4% | 1.8k | 51.37 |
|
| United Therapeutics Corporation (UTHR) | 0.0 | $94k | -33% | 158.00 | 592.98 |
|
| Las Vegas Sands (LVS) | 0.0 | $93k | -27% | 1.7k | 53.88 |
|
| BioMarin Pharmaceutical (BMRN) | 0.0 | $93k | +30% | 1.7k | 56.49 |
|
| Roblox Corp Cl A (RBLX) | 0.0 | $93k | -33% | 1.6k | 56.56 |
|
| Kinder Morgan (KMI) | 0.0 | $92k | +21% | 2.7k | 33.53 |
|
| AutoNation (AN) | 0.0 | $91k | +21% | 468.00 | 195.26 |
|
| Huntington Ingalls Inds (HII) | 0.0 | $91k | +8% | 240.00 | 379.90 |
|
| Equinix (EQIX) | 0.0 | $91k | +304% | 93.00 | 980.25 |
|
| First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 0.0 | $91k | NEW | 5.1k | 17.75 |
|
| Duke Energy Corp Com New (DUK) | 0.0 | $90k | +484% | 690.00 | 130.94 |
|
| Wells Fargo & Company (WFC) | 0.0 | $90k | +120% | 1.1k | 79.61 |
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $90k | NEW | 700.00 | 128.12 |
|
| Boeing Company (BA) | 0.0 | $89k | +50% | 447.00 | 199.03 |
|
| Everpure Cl A (PSTG) | 0.0 | $89k | +54% | 1.5k | 59.04 |
|
| Synchrony Financial (SYF) | 0.0 | $88k | +19% | 1.3k | 68.02 |
|
| Chevron Corporation (CVX) | 0.0 | $88k | +42% | 426.00 | 206.90 |
|
| Toro Company (TTC) | 0.0 | $88k | +37% | 941.00 | 93.44 |
|
| Ametek (AME) | 0.0 | $88k | +25% | 408.00 | 214.36 |
|
| Lyondellbasell Industries Nv Shs - A - (LYB) | 0.0 | $87k | +15% | 1.1k | 80.56 |
|
| Trimble Navigation (TRMB) | 0.0 | $87k | -8% | 1.3k | 65.23 |
|
| Molina Healthcare (MOH) | 0.0 | $87k | +2863% | 652.00 | 133.30 |
|
| Tradeweb Mkts Cl A (TW) | 0.0 | $86k | +14% | 734.00 | 117.66 |
|
| Omni (OMC) | 0.0 | $86k | +69% | 1.1k | 75.31 |
|
Past Filings by True Wealth Design
SEC 13F filings are viewable for True Wealth Design going back to 2022
- 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