§ 13F · FUND PROFILE
True Wealth Design, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $327M (13F)Positions · 2712Turnover · — · Q1Filed · Apr 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$4M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | BOXX | EA SERIES TRUST | 497K | $58M | 16.0% | +4% |
| 2 | DFAC | DIMENSIONAL ETF TRUST | 1.40M | $54M | 15.1% | +3% |
| 3 | DFIC | DIMENSIONAL ETF TRUST | 1.06M | $38M | 10.5% | +1% |
| 4 | DUHP | DIMENSIONAL ETF TRUST | 721K | $27M | 7.4% | +4% |
| 5 | DFEV | DIMENSIONAL ETF TRUST | 701K | $25M | 7.0% | ±0% |
| 6 | DIHP | DIMENSIONAL ETF TRUST | 459K | $15M | 4.1% | +3% |
| 7 | TYA | SIMPLIFY EXCHANGE TRADED FUN | 902K | $12M | 3.3% | +9% |
| 8 | MTBA | SIMPLIFY EXCHANGE TRADED FUN | 230K | $11M | 3.2% | −8% |
| 9 | AVUV | AMERICAN CENTY ETF TR | 96K | $11M | 2.9% | +6% |
| 10 | RFIX | SIMPLIFY EXCHANGE TRADED FUN | 169K | $7M | 1.9% | +1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE TRUE SIGNAL
AC read
True Wealth Design, LLC is a Other fund managing $327 million in assets. The fund runs a massive portfolio of 2,712 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed