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True Wealth Design, LLC

All holdings · as of Dec 31, 2025

2,556 positions

CompanyClassValueShares% of portfolio
ISHARES TR$167.9K1,0000.0%
United Parcel Service Inc$167.8K1,6920.0%
AMERICAN CENTY ETF TR$167.8K2,5820.0%
Natera, Inc.$166.5K7270.0%
Ulta Beauty, Inc.$166.4K2750.0%
MICRON TECHNOLOGY INC$165.8K5810.0%
Toll Brothers Incorporated$165.5K1,2240.0%
ADOBE INC.$162.0K4630.0%
Philip Morris International Inc.$156.9K9780.0%
GENERAL DYNAMICS CORP$156.9K4660.0%
Palo Alto Networks Inc$156.2K8480.0%
Arista Networks, Inc.ANETCommon Stock$156.2K1,1920.0%
LAS VEGAS SANDS CORP$154.8K2,3790.0%
DIMENSIONAL ETF TRUST$154.5K3,0970.0%
CURTISS WRIGHT CORP$152.2K2760.0%
United Airlines Holdings Inc$151.2K1,3520.0%
DOLLAR GENERAL CORP$150.6K1,1340.0%
LINCOLN ELECTRIC HOLDINGS INC$150.0K6260.0%
Medpace Holdings, Inc.$148.3K2640.0%
ROPER TECHNOLOGIES INC$146.9K3300.0%
ConocoPhillips$146.4K1,5640.0%
Lyft, Inc.$145.1K7,4920.0%
INVESCO EXCHANGE TRADED FD T$145.1K1,0800.0%
CROWN HOLDINGS, INC.$144.9K1,4070.0%
NORFOLK SOUTHERN CORP$144.4K5000.0%
Chipotle Mexican Grill Inc$143.6K3,8810.0%
CME Group Inc$142.8K5230.0%
FREEPORT-MCMORAN INC$139.7K2,7500.0%
BEST BUY CO INC$137.1K2,0480.0%
NEUROCRINE BIOSCIENCES INC$136.9K9650.0%
TJX Cos Inc/The$136.8K8900.0%
EXELIXIS, INC.$136.7K3,1180.0%
DraftKings Inc.$136.0K3,9480.0%
DIMENSIONAL ETF TRUST$134.7K1,9340.0%
UNITEDHEALTH GROUP INC$134.5K4070.0%
FedEx Corp$133.5K4620.0%
Newmont Corp$133.4K1,3360.0%
Five Below Inc$130.2K6910.0%
Accenture plc$129.6K4830.0%
RTX Corp$126.3K6890.0%
Walt Disney Co$125.9K1,1070.0%
REGENERON PHARMACEUTICALS, INC.$125.8K1630.0%
Marketaxess Holdings Inc$124.5K6870.0%
LAM RESEARCH CORP$123.1K7190.0%
AMERIPRISE FINANCIAL INC$123.1K2510.0%
INTERNATIONAL BUSINESS MACHINES CORP$123.1K4150.0%
ROKU, INC$123.0K1,1340.0%
DELTA AIR LINES, INC.$122.8K1,7700.0%
TENET HEALTHCARE CORP$122.6K6170.0%
Keurig Dr Pepper Inc$121.8K4,3470.0%
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