True Wealth Design, LLC - Portfolio overview

True Wealth Design, LLC has 3052 reported holdings in this dataset, with the latest filing dated 2026-04-13.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. BOXX - EA SERIES TRUST, 15.98%
2. DFAC - DIMENSIONAL ETF TRUST, 15.05%
3. DFIC - DIMENSIONAL ETF TRUST, 10.43%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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