Institutions / True Wealth Design, LLC

True Wealth Design, LLC

CIK 1966033 · Institution · as of Dec 31, 2025

Portfolio value

$341.14M

Positions

2,556

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 2,556 →

Company	Class	Value	Shares	% of portfolio
Ea Series Trust	—	$54.82M	476,286	16.1%
Dimensional ETF Trust	—	$54.00M	1,364,046	15.8%
Dimensional ETF Trust	—	$36.13M	1,048,537	10.6%
Dimensional ETF Trust	—	$26.41M	694,569	7.7%
Dimensional ETF Trust	—	$23.77M	704,601	7.0%
Dimensional ETF Trust	—	$14.14M	446,468	4.1%
Simplify Exchange Traded Fun	—	$12.63M	250,465	3.7%
Simplify Exchange Traded Fun	—	$11.15M	825,844	3.3%
American Centy ETF Tr	—	$9.26M	90,754	2.7%
Simplify Exchange Traded Fun	—	$6.04M	166,412	1.8%
American Centy ETF Tr	—	$4.97M	60,369	1.5%
Vanguard Index Fds	—	$4.92M	14,666	1.4%
American Centy ETF Tr	—	$4.56M	40,811	1.3%
Dimensional ETF Trust	—	$2.73M	36,817	0.8%
Dimensional ETF Trust	—	$2.54M	42,604	0.7%
Apple Inc.	—	$2.33M	8,578	0.7%
T Rowe Price ETF Inc	—	$2.09M	40,601	0.6%
Dimensional ETF Trust	—	$2.07M	62,830	0.6%
PIMCO ETF Tr	—	$1.93M	72,504	0.6%
Vanguard Star Fds	—	$1.46M	19,356	0.4%
American Centy ETF Tr	—	$1.39M	23,152	0.4%
NVIDIA Corp	—	$1.16M	6,223	0.3%
American Century ETF Trust	—	$917.3K	15,732	0.3%
iShares Tr	—	$777.4K	1,135	0.2%
Vanguard Malvern Fds	—	$713.4K	9,158	0.2%

Activity

Dec 31, 2025

InsidersInstitutions

This fund's 13F position changes — what it's buying and selling.

No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.