True Wealth Design, LLC - Q42025 Holdings

True Wealth Design, LLC holds 2556 stocks with a total portfolio value of $ 341.14M as of Q42025. In Q42025, True Wealth Design, LLC added 168 new positions, increased stakes in 924 stocks, reduced 1001 holdings, and fully exited 323 positions. The largest holding is Ea Series Trust (BOXX), representing 16.07% of the total portfolio.