True Wealth Design, LLC - Q12026 Holdings

True Wealth Design, LLC holds 2697 stocks with a total portfolio value of $ 360.43M as of Q12026. In Q12026, True Wealth Design, LLC added 283 new positions, increased stakes in 1102 stocks, reduced 607 holdings, and fully exited 140 positions. The largest holding is Ea Series Trust (BOXX), representing 16.04% of the total portfolio.