§ 13F · FUND PROFILE
True Wealth Design, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $283.8T (13F)Positions · 2565Turnover · — · Q4Filed · Jan 8, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2.3T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 8, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | BOXX | EA SERIES TRUST | 476K | $54.8T | 16.1% | +4% |
| 2 | DFAC | DIMENSIONAL ETF TRUST | 1.36M | $54.0T | 15.8% | −1% |
| 3 | DFIC | DIMENSIONAL ETF TRUST | 1.05M | $36.1T | 10.6% | −2% |
| 4 | DUHP | DIMENSIONAL ETF TRUST | 695K | $26.4T | 7.7% | −1% |
| 5 | DFEV | DIMENSIONAL ETF TRUST | 705K | $23.8T | 7.0% | −5% |
| 6 | DIHP | DIMENSIONAL ETF TRUST | 446K | $14.1T | 4.1% | −2% |
| 7 | MTBA | SIMPLIFY EXCHANGE TRADED FUN | 250K | $12.6T | 3.7% | +16% |
| 8 | TYA | SIMPLIFY EXCHANGE TRADED FUN | 826K | $11.1T | 3.3% | +7% |
| 9 | AVUV | AMERICAN CENTY ETF TR | 91K | $9.3T | 2.7% | ±0% |
| 10 | RFIX | SIMPLIFY EXCHANGE TRADED FUN | 166K | $6.0T | 1.8% | +5% |
§ 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 $283794.1 trillion in assets. The fund runs a massive portfolio of 2,565 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed