§ 13F · FUND PROFILE
True Wealth Design, LLC.
AUM · $420M (13F)Positions · 2656Turnover · n/a · Q2Filed · Jul 16, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 16, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | 1.50M | $66M | 15.8% | +7% |
| 2 | BOXX | EA SERIES TRUST | 486K | $57M | 13.5% | −2% |
| 3 | DFIC | DIMENSIONAL ETF TRUST | 1.14M | $42M | 10.1% | +7% |
| 4 | DUHP | DIMENSIONAL ETF TRUST | 785K | $33M | 7.8% | +9% |
| 5 | DFEV | DIMENSIONAL ETF TRUST | 694K | $30M | 7.0% | −1% |
| 6 | TYA | SIMPLIFY EXCHANGE TRADED FUN | 1.49M | $19M | 4.5% | +65% |
| 7 | DIHP | DIMENSIONAL ETF TRUST | 498K | $17M | 4.0% | +9% |
| 8 | AVUV | AMERICAN CENTY ETF TR | 106K | $13M | 3.2% | +11% |
| 9 | MTBA | SIMPLIFY EXCHANGE TRADED FUN | 220K | $11M | 2.6% | −4% |
| 10 | RFIX | SIMPLIFY EXCHANGE TRADED FUN | 168K | $7M | 1.6% | ±0% |
§ 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 $420 million in assets. The fund runs a massive portfolio of 2,656 positions.
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