True Wealth Design, LLC Q2 2025 Filing

Filed August 6, 2025

Portfolio Value

$283.8B

Holdings

2,565

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (2,565 positions)

StockValue
SANASANA BIOTECHNOLOGY INC
$6.8M
GGGGRACO INC
$6.8M
IIPRINNOVATIVE INDL PPTYS INC
$6.7M
SJMSMUCKER J M CO
$6.7M
HBANHUNTINGTON BANCSHARES INC
$6.7M
CSTMCONSTELLIUM SE
$6.7M
LINELINEAGE INC
$6.7M
MGRCMCGRATH RENTCORP
$6.6M
VRSKVERISK ANALYTICS INC
$6.6M
PLOWDOUGLAS DYNAMICS INC
$6.6M
DHRB & G FOODS INC NEW
$6.5M
AWRAMER STATES WTR CO
$6.5M
TROXTRONOX HOLDINGS PLC
$6.5M
FLNCFLUENCE ENERGY INC
$6.5M
SCLSTEPAN CO
$6.4M
FOXFOX CORP
$6.4M
LOWLOWES COS INC
$6.4M
SNDRSCHNEIDER NATIONAL INC
$6.4M
WTSWATTS WATER TECHNOLOGIES INC
$6.4M
HTOH2O AMERICA
$6.4M
BMYBRISTOL-MYERS SQUIBB CO
$6.4M
HELEHELEN OF TROY LTD
$6.4M
EVEREVERQUOTE INC
$6.3M
ALGALAMO GROUP INC
$6.3M
ULUNILEVER PLC
$6.3M
CRMLCRITICAL METALS CORP
$6.3M
MHKMOHAWK INDS INC
$6.3M
FFORD MTR CO
$6.3M
MIGAMICROSTRATEGY INC
$6.3M
FCFFIRST COMWLTH FINL CORP PA
$6.3M
GEFGREIF INC
$6.2M
ANGIANGI INC
$6.2M
PAGPENSKE AUTOMOTIVE GRP INC
$6.2M
LHXL3HARRIS TECHNOLOGIES INC
$6.2M
AVNSAVANOS MED INC
$6.1M
SAMBOSTON BEER INC
$6.1M
ROCKGIBRALTAR INDS INC
$6.1M
ABGCENCORA INC
$6.0M
MCWMISTER CAR WASH INC
$6.0M
JACKJACK IN THE BOX INC
$6.0M
FROGJFROG LTD
$6.0M
TROWPRICE T ROWE GROUP INC
$6.0M
KWRQUAKER HOUGHTON
$5.9M
DGXQUEST DIAGNOSTICS INC
$5.9M
AMCRAMCOR PLC
$5.9M
SNASNAP ON INC
$5.9M
BBWIBATH & BODY WORKS INC
$5.9M
FEFIRSTENERGY CORP
$5.8M
FRMEFIRST MERCHANTS CORP
$5.8M
PRGOPERRIGO CO PLC
$5.8M
RHCRH PLC
$5.8M
REEVEREST GROUP LTD
$5.8M
JOEST JOE CO
$5.7M
CODICOMPASS DIVERSIFIED
$5.7M
4DHDANA INC
$5.7M
DOCUDOCUSIGN INC
$5.7M
LENLENNAR CORP
$5.7M
EFSCENTERPRISE FINL SVCS CORP
$5.7M
PWRQUANTA SVCS INC
$5.7M
HIHILLENBRAND INC
$5.7M
FWONALIBERTY MEDIA CORP DEL
$5.6M
FASTFASTENAL CO
$5.6M
SVVSAVERS VALUE VLG INC
$5.6M
CBRECBRE GROUP INC
$5.6M
WF2WINTRUST FINL CORP
$5.6M
NTBBANK OF NT BUTTERFIELD&SON L
$5.5M
CUZCOUSINS PPTYS INC
$5.5M
DINDINE BRANDS GLOBAL INC
$5.5M
HESHESS CORP
$5.5M
USLMUNITED STS LIME & MINERALS I
$5.5M
CMSCMS ENERGY CORP
$5.5M
NABLN-ABLE INC
$5.5M
VRTSVIRTUS INVT PARTNERS INC
$5.4M
LBRDKLIBERTY BROADBAND CORP
$5.4M
VTYVERINT SYS INC
$5.4M
JHGJANUS HENDERSON GROUP PLC
$5.4M
WWDWOODWARD INC
$5.4M
QRVOQORVO INC
$5.3M
PCORPROCORE TECHNOLOGIES INC
$5.3M
CHHCHOICE HOTELS INTL INC
$5.3M
MATVMATIV HOLDINGS INC
$5.3M
UPSTUPSTART HLDGS INC
$5.3M
HNRGHALLADOR ENERGY COMPANY
$5.3M
ITGARTNER INC
$5.3M
UHSUNIVERSAL HLTH SVCS INC
$5.3M
EOGEOG RES INC
$5.2M
ADTNADTRAN HOLDINGS INC
$5.2M
CDWCDW CORP
$5.2M
HEIHEICO CORP NEW
$5.2M
METMETLIFE INC
$5.2M
NINISOURCE INC
$5.2M
ORNORION GROUP HLDGS INC
$5.2M
EXPDEXPEDITORS INTL WASH INC
$5.1M
BBIOBRIDGEBIO PHARMA INC
$5.1M
VOOVANGUARD INDEX FDS
$5.1M
ENTAENANTA PHARMACEUTICALS INC
$5.1M
TTWOTAKE-TWO INTERACTIVE SOFTWAR
$5.1M
VTYXVENTYX BIOSCIENCES INC
$5.1M
CHTRCHARTER COMMUNICATIONS INC N
$5.1M
STXSEAGATE TECHNOLOGY HLDNGS PL
$5.1M
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