True Wealth Design, LLC
All 13F Filings
- Location
- Akron, OH
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 341,139
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/8/2026 | 2,556 | 341,139 | 13F-HR | True Wealth Design, LLC |
| Q3 2025 | 10/21/2025 | 2,712 | 327,231 | 13F-HR | True Wealth Design, LLC |
| Q2 2025 | 8/6/2025 | 2,565 | 283,794 | 13F-HR | True Wealth Design, LLC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 310.2 K | 90.9% | 12.4 K | 0 | 12.4 K |
| ETFs | 24.73 K | 7.3% | 2.261 K | 0 | 2.261 K |
| Debt | 6.039 K | 1.8% | 0 | 764 | -764 |
| Other | 108 | 0.0% | 22 | 0 | 22 |
Swipe for more columns
Fund Snapshot
Q4 2025
Latest filed
1/8/2026
Total value ($000)
341,139
Holdings
2556
QoQ value change ($000)
13,908
(4.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.