SEC 13F Intelligence

Managers / Q1 2025 · view latest →

True Wealth Design, LLC

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

Reported Value
$263M
Q1 2025
Positions
2,650
Filings on Record
14
2019–present window
Filed
May 13, 2025
original filing

Summary

True Wealth Design, LLC reported $263M in U.S.-listed holdings across 2,650 positions for Q1 2025.

The portfolio is heavily concentrated: Ea Series alone accounts for 24.3% of reported value.

Compared with Q4 2024, the fund opened 1347 new positions and exited 47.

Portfolio Metrics

Turnover
+4.2%
vs prior filed quarter
Top-10 Concentration
+84.5%
share of reported value
Largest Position
+24.3%
Ea Series
New / Exited
1347 / 47
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: 89.6%Common Stock: 9.6%Other: 0.5%REIT: 0.2%ADR: 0.1%Other: 0.0%
  • ETP · 89.6% · $235M
  • Common Stock · 9.6% · $25M
  • Other · 0.5% · $1M
  • REIT · 0.2% · $623,168
  • ADR · 0.1% · $199,470
  • Other · 0.0% · $8,212

Quarter-over-Quarter Changes full breakdown →

vs Q4 2024 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
WTHWORTHINGTON ENTERPRISES INCNEW+5.9K5.9K+$297,635$297,635
WSWORTHINGTON STL INCNEW+6.3K6.3K+$159,579$159,579
AMERICAN CENTY ETF TRNEW+1.7K1.7K+$105,077$105,077
SCHWAB STRATEGIC TRNEW+5.1K5.1K+$100,878$100,878
VANGUARD INDEX FDSNEW+392392+$86,926$86,926
ISHARES TRNEW+784784+$82,665$82,665
DKNGDRAFTKINGS INC NEWNEW+1.7K1.7K+$56,092$56,092
CNXCCONCENTRIX CORPNEW+835835+$46,460$46,460

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

Holdings — Q1 2025

36 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 SUSTAINABILTY · US CORE EQT MKT · WORLD EX US CORE56.64%$149M4.87M
2EA SERIES TRUSTALPHA ARCH 1-324.32%$64M572.7K
3AMERICAN CENTY ETF TRUS SML CP VALU · INTL EQT ETF · US EQT ETF · AVANTIS RESPONSI5.60%$15M183.8K
4TFLRT ROWE PRICE ETF INCFLOATING RATE0.81%$2M41.5K
5VANGUARD INDEX FDSTOTAL STK MKT0.64%$2M6.1K
6AAPLAPPLE INCCOM0.61%$2M7.2K
7ISHARES TRCORE S&P500 ETF0.24%$620,9001.1K
8NVDANVIDIA CORPORATIONCOM0.19%$510,2974.7K
9AMZNAMAZON COM INCCOM0.14%$380,2502.0K
10MSFTMICROSOFT CORPCOM0.14%$362,523966
11COPCONOCOPHILLIPSCOM0.13%$339,5493.2K
12VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT0.12%$311,8436.1K
13INVESCO EXCHANGE TRADED FD TLARGE CAP VALUE0.12%$309,8105.2K
14BWXTBWX TECHNOLOGIES INCCOM0.12%$306,6053.1K
15INVESCO EXCH TRADED FD TR IIS&P INTL QULTY0.11%$301,76610.1K
16WTHWORTHINGTON ENTERPRISES INCCOM0.11%$297,6355.9K
17CATCATERPILLAR INCCOM0.10%$268,940815
18MCDMCDONALDS CORPCOM0.10%$256,172820
19JNJJOHNSON & JOHNSONCOM0.09%$245,2101.5K
20FIDELITY COVINGTON TRUSTQLTY FCTOR ETF0.09%$242,9103.8K
21PHPARKER-HANNIFIN CORPCOM0.09%$236,922390
22EMREMERSON ELEC COCOM0.09%$236,0192.2K
23LMTLOCKHEED MARTIN CORPCOM0.09%$235,010526
24GOOGLALPHABET INCCAP STK CL A0.09%$224,6031.5K
25PEPPEPSICO INCCOM0.07%$192,1121.3K
26CMECME GROUP INCCOM0.07%$185,438699
27CNCCENTENE CORP DELCOM0.07%$182,8343.0K
28VRSNVERISIGN INCCOM0.07%$182,533719
29PGPROCTER AND GAMBLE COCOM0.07%$182,2801.1K
30BRK/BBERKSHIRE HATHAWAY INC DELCL B NEW0.07%$181,546341
31FTNTFORTINET INCCOM0.07%$175,8571.8K
32RBLXROBLOX CORPCL A0.06%$168,9252.9K
33WSWORTHINGTON STL INCCOM SHS0.06%$159,5796.3K
34TAT&T INCCOM0.06%$158,0635.6K
35AVGOBROADCOM INCCOM0.06%$154,404922
36ABNBAIRBNB INCCOM CL A0.06%$153,8981.3K

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 ↗.