account_balance

Investment manager · 13F filer · SEC CIK 1966033

True Wealth Design, LLC

Reported value$426Mas of Sep 30, 2026
Positions2,585 174 new, 244 sold out
Top 10 weight70.1%DFAC alone is 15%
FiledOct 1313 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
DFAC Dimensional ETF Trust 15.4% Held
BOXX Ea Series Trust 13.1% Trimmed −3%
DFIC Dimensional ETF Trust 10.2% Held
DUHP Dfa Invt Dimensions Group In 7.9% Held
DFEV Dimensional ETF Trust 6.9% Held
TUA Simplify Exchange Traded Fun 6.0% New
DIHP Dimensional ETF Trust 4.0% Held
AVUV American Centy ETF Tr 3.0% Added +2%
MTBA Simplify Exchange Traded Fun 2.0% Trimmed −15%
PMBS Pimco ETF Tr 1.6% Added +54%
AVDE American Centy ETF Tr 1.2% Trimmed −4%
AVUS American Centy ETF Tr 1.2% Trimmed −6%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 13, 2026, compared with the Jul 16, 2026 filing
add_circleNew
  • TUA $25.7M
  • VYM $594K
  • VBK $130K
  • VXUS $102K
arrow_upwardAdded
  • LONZ +67%
  • PMBS +54%
  • PYLD +52%
  • VTI +16%
arrow_downwardTrimmed
  • MTBA −15%
  • AVES −11%
  • MU −11%
  • AVUQ −8%
remove_circleSold out
  • TYA $19M
  • RFIX $6.59M
  • JHG $112K
  • AVB $35.9K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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