SEC 13F Intelligence

Managers / Q4 2024 · view latest →

True Wealth Design, LLC

CIK 0001966033 · 700 GHENT ROAD, SUITE 100, AKRON, OH, 44333 · 3307770688

Reported Value
$258M
Q4 2024
Positions
1,350
Filings on Record
14
2019–present window
Filed
Feb 14, 2025
original filing

Summary

True Wealth Design, LLC reported $258M in U.S.-listed holdings across 1,350 positions for Q4 2024.

The portfolio is heavily concentrated: Ea Series alone accounts for 24.2% of reported value.

Compared with Q3 2024, the fund opened 278 new positions and exited 202.

Portfolio Metrics

Turnover
+4.3%
vs prior filed quarter
Top-10 Concentration
+86.4%
share of reported value
Largest Position
+24.2%
Ea Series
New / Exited
278 / 202
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’22: $216MQ4 ’22Q1 ’23: $238MQ2 ’23: $273MQ2 ’23Q3 ’23: $299MQ4 ’23: $355MQ4 ’23Q1 ’24: $401MQ2 ’24: $405MQ2 ’24Q3 ’24: $256MQ4 ’24: $258MQ4 ’24Q1 ’25: $263MQ2 ’25: $284MQ2 ’25Q3 ’25: $327MQ4 ’25: $341MQ4 ’25Q1 ’26: $360Mfilingsflow.com

Portfolio Composition

By security type
ETP: 91.3%Common Stock: 8.1%Other: 0.4%REIT: 0.1%ADR: 0.1%Other: 0.0%
  • ETP · 91.3% · $235M
  • Common Stock · 8.1% · $21M
  • Other · 0.4% · $979,407
  • REIT · 0.1% · $326,946
  • ADR · 0.1% · $203,275
  • Other · 0.0% · $3,949

Quarter-over-Quarter Changes full breakdown →

vs Q3 2024 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
ANETARISTA NETWORKS INCNEW+580580+$64,055$64,055
SAICSCIENCE APPLICATIONS INTL CONEW+427427+$47,731$47,731
AYIACUITY BRANDS INCNEW+144144+$42,067$42,067
GPNGLOBAL PMTS INCNEW+353353+$39,558$39,558
ADTADT INC DELNEW+5.3K5.3K+$36,382$36,382
MGMMGM RESORTS INTERNATIONALNEW+962962+$33,334$33,334
ISHARES TRNEW+295295+$29,595$29,595
VSTSVESTIS CORPORATIONNEW+1.9K1.9K+$28,697$28,697

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q4 2024

35 positions
#IssuerClass% PortfolioValueShares
1DFACDIMENSIONAL ETF TRUSTUS CORE EQUITY 2 · INTL CORE EQUITY · US HIGH PROFITAB · EMERGING MKTS VA · INTL HIGH PROFIT · US TARGETED VLU · US EQUITY MARKET · US SMALL CAP VAL · EMERGING MKTS CO · US CORE EQT MKT · WORLD EX US CORE · US SMALL CAP ETF58.29%$150M4.93M
2EA SERIES TRUSTALPHA ARCH 1-324.15%$62M564.5K
3AMERICAN CENTY ETF TRUS SML CP VALU · INTL EQT ETF · US EQT ETF · EMERGING MKT VAL5.92%$15M183.7K
4TFLRT ROWE PRICE ETF INCFLOATING RATE0.85%$2M42.4K
5VANGUARD INDEX FDSTOTAL STK MKT0.74%$2M6.6K
6AAPLAPPLE INCCOM0.69%$2M7.1K
7ISHARES TRCORE S&P500 ETF0.25%$650,4921.1K
8NVDANVIDIA CORPORATIONCOM0.17%$449,5233.3K
9INVESCO EXCHANGE TRADED FD TLARGE CAP VALUE · BUYBACK ACHIEV0.16%$420,8976.3K
10AMZNAMAZON COM INCCOM0.14%$365,1931.7K
11CATCATERPILLAR INCCOM0.12%$303,072835
12INVESCO EXCH TRADED FD TR IIS&P INTL QULTY0.12%$298,01210.5K
13FIDELITY COVINGTON TRUSTQLTY FCTOR ETF0.10%$265,6464.1K
14VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT0.10%$265,0195.5K
15MSFTMICROSOFT CORPCOM0.10%$265,007629
16LMTLOCKHEED MARTIN CORPCOM0.10%$250,303515
17PHPARKER-HANNIFIN CORPCOM0.10%$247,270389
18BWXTBWX TECHNOLOGIES INCCOM0.09%$235,5902.1K
19MCDMCDONALDS CORPCOM0.09%$227,300784
20GOOGLALPHABET INCCAP STK CL A0.09%$220,6151.2K
21JNJJOHNSON & JOHNSONCOM0.07%$177,1011.2K
22FTNTFORTINET INCCOM0.06%$167,4091.8K
23PGPROCTER AND GAMBLE COCOM0.06%$165,575988
24AVGOBROADCOM INCCOM0.06%$165,117712
25PEPPEPSICO INCCOM0.06%$164,5121.1K
26CNCCENTENE CORP DELCOM0.06%$159,4822.6K
27CMECME GROUP INCCOM0.06%$155,130668
28CMCSACOMCAST CORP NEWCL A0.06%$153,5044.1K
29EMREMERSON ELEC COCOM0.05%$139,1331.1K
30APPFAPPFOLIO INCCOM CL A0.05%$136,190552
31XELXCEL ENERGY INCCOM0.05%$134,1302.0K
32ORCLORACLE CORPCOM0.05%$131,348788
33TAT&T INCCOM0.05%$127,6765.6K
34CFGCITIZENS FINL GROUP INCCOM0.05%$126,4672.9K
35HOODROBINHOOD MKTS INCCOM CL A0.05%$123,4433.3K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$360M2,699Apr 13, 202613F-HRchanges · EDGAR ↗
Q4 2025$341M2,556Jan 8, 202613F-HRchanges · EDGAR ↗
Q3 2025$327M2,712Oct 21, 202513F-HRchanges · EDGAR ↗
Q2 2025$284M2,565Aug 6, 202513F-HRchanges · EDGAR ↗
Q1 2025$263M2,650May 13, 202513F-HRchanges · EDGAR ↗
Q4 2024$258M1,350Feb 14, 202513F-HRchanges · EDGAR ↗
Q3 2024$256M1,274Nov 14, 202413F-HRchanges · EDGAR ↗
Q2 2024$405M780Aug 14, 202413F-HRchanges · EDGAR ↗
Q1 2024$401M787May 14, 202413F-HRchanges · EDGAR ↗
Q4 2023$355M778Feb 14, 202413F-HRchanges · EDGAR ↗
Q3 2023$299M770Nov 13, 202313F-HRchanges · EDGAR ↗
Q2 2023$273M782Aug 14, 202313F-HRchanges · EDGAR ↗
Q1 2023$238M860May 12, 202313F-HRchanges · EDGAR ↗
Q4 2022$216M803Feb 15, 202313F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.