StockDriftsStockDriftsTop 50 True Wealth Design, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 15.81% | 1.50M | $66.5M | +6.98%(+97.82K) | $26.17(+75.71%) | 2026-06-30 | |
| BOXX | EA SERIES TRUST | 13.54% | 486.1K | $56.9M | -2.19%(-10.90K) | $106.57(+10.52%) | 2026-06-30 | |
| DFIC | DIMENSIONAL ETF TRUST | 10.07% | 1.14M | $42.3M | +6.94%(+73.77K) | $24.15(+62.40%) | 2026-06-30 | |
| DUHP | DIMENSIONAL ETF TRUST | 7.79% | 784.8K | $32.7M | +8.84%(+63.77K) | $26.44(+61.27%) | 2026-06-30 | |
| DFEV | DIMENSIONAL ETF TRUST | 7.05% | 694.2K | $29.6M | -1.00%(-7.05K) | $23.63(+75.59%) | 2026-06-30 | |
| TYA | SIMPLIFY EXCHANGE TRADED FUN | 4.53% | 1.49M | $19.0M | +65.18%(+588.18K) | $13.17(-6.38%) | 2026-06-30 | |
| DIHP | DIMENSIONAL ETF TRUST | 4.05% | 498.5K | $17.0M | +8.58%(+39.37K) | $23.99(+48.86%) | 2026-06-30 | |
| AVUV | AMERICAN CENTY ETF TR | 3.16% | 106.4K | $13.3M | +10.77%(+10.34K) | $81.35(+56.70%) | 2026-06-30 | |
| MTBA | SIMPLIFY EXCHANGE TRADED FUN | 2.57% | 220.2K | $10.8M | -4.23%(-9.73K) | $50.14(-3.03%) | 2026-06-30 | |
| RFIX | SIMPLIFY EXCHANGE TRADED FUN | 1.57% | 168.5K | $6.6M | -0.18%(-308) | $49.40(-26.22%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (14 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +12.20% | +41.24% | — | — | +51.41% |
| Top 20 Holdings Unweighted | +13.28% | +45.37% | — | — | +55.58% |
True Wealth Design, LLC reports $420.46M in US-listed equity holdings across 2,655 positions in its most recent 13F filing. Its largest disclosed positions are DFAC (15.8%), BOXX (13.5%) and DFIC (10.1%). The top 20 holdings account for 77.95% of reported assets. Its disclosed equity book has returned +41.24% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from True Wealth Design, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1966033). View True Wealth Design, LLC’s 13F filings on SEC