True Wealth Design, LLC Q4 2025 Filing
Filed January 8, 2026
Portfolio Value
$341.1B
Holdings
2,556
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (2,556 positions)
| Stock | Value |
|---|---|
SYYSYSCO CORP | $11.0M |
EMNEASTMAN CHEM CO | $11.0M |
PACSPACS GROUP INC | $11.0M |
CITCINTAS CORP | $11.0M |
RELXRELX PLC | $11.0M |
CPBTHE CAMPBELLS COMPANY | $11.0M |
KGCKINROSS GOLD CORP | $11.0M |
REXRREXFORD INDL RLTY INC | $11.0M |
JACKJACK IN THE BOX INC | $11.0M |
PAASPAN AMERN SILVER CORP | $11.0M |
SCHLSCHOLASTIC CORP | $11.0M |
JAZZJAZZ PHARMACEUTICALS PLC | $11.0M |
ITWILLINOIS TOOL WKS INC | $11.0M |
ASXASE TECHNOLOGY HLDG CO LTD | $11.0M |
SFMSPROUTS FMRS MKT INC | $11.0M |
CELCCELCUITY INC | $11.0M |
USHYISHARES TR | $11.0M |
FBINFORTUNE BRANDS INNOVATIONS I | $11.0M |
GTESGATES INDL CORP PLC | $11.0M |
KHCKRAFT HEINZ CO | $11.0M |
CEGCONSTELLATION ENERGY CORP | $10.0M |
FBKFB FINL CORP | $10.0M |
PKXPOSCO HOLDINGS INC | $10.0M |
CHECHEMED CORP NEW | $10.0M |
MPCMARATHON PETE CORP | $10.0M |
PRUPRUDENTIAL FINL INC | $10.0M |
ECPGENCORE CAP GROUP INC | $10.0M |
LINLINDE PLC | $10.0M |
EBEVENTBRITE INC | $10.0M |
TROWPRICE T ROWE GROUP INC | $10.0M |
MINTPIMCO ETF TR | $10.0M |
OCOWENS CORNING NEW | $10.0M |
SLMSLM CORP | $10.0M |
INDBINDEPENDENT BK CORP MASS | $10.0M |
COURCOURSERA INC | $10.0M |
KKRKKR & CO INC | $10.0M |
ELLAUDER ESTEE COS INC | $10.0M |
JXNJACKSON FINANCIAL INC | $10.0M |
AHHARMADA HOFFLER PPTYS INC | $10.0M |
WTSWATTS WATER TECHNOLOGIES INC | $10.0M |
CBOECBOE GLOBAL MKTS INC | $10.0M |
VNOVORNADO RLTY TR | $10.0M |
VRTSVIRTUS INVT PARTNERS INC | $10.0M |
TSTENARIS S A | $10.0M |
PENNPENN ENTERTAINMENT INC | $10.0M |
GHCGRAHAM HLDGS CO | $10.0M |
NTBBANK OF NT BUTTERFIELD&SON L | $10.0M |
WKWORKIVA INC | $10.0M |
ZTSZOETIS INC | $10.0M |
WGSGENEDX HOLDINGS CORP | $10.0M |
3M4MASIMO CORP | $10.0M |
SANASANA BIOTECHNOLOGY INC | $10.0M |
SYKSTRYKER CORPORATION | $10.0M |
FITBFIFTH THIRD BANCORP | $10.0M |
PUKNPRUDENTIAL PLC | $10.0M |
MATVMATIV HOLDINGS INC | $10.0M |
WDAYWORKDAY INC | $10.0M |
PNWPINNACLE WEST CAP CORP | $10.0M |
CRICARTERS INC | $10.0M |
HCIHCI GROUP INC | $10.0M |
ENTAENANTA PHARMACEUTICALS INC | $10.0M |
NXSTNEXSTAR MEDIA GROUP INC | $10.0M |
CNACNA FINL CORP | $10.0M |
RMERESMED INC | $10.0M |
BPBP PLC | $10.0M |
ARESARES MANAGEMENT CORPORATION | $10.0M |
BEBLOOM ENERGY CORP | $9.0M |
ALSALLSTATE CORP | $9.0M |
NUVBNUVATION BIO INC | $9.0M |
RAMPLIVERAMP HLDGS INC | $9.0M |
BXBLACKSTONE INC | $9.0M |
SBG1SEACOAST BKG CORP FLA | $9.0M |
KNXKNIGHT-SWIFT TRANSN HLDGS IN | $9.0M |
SWKSTANLEY BLACK & DECKER INC | $9.0M |
LEALEAR CORP | $9.0M |
AROCARCHROCK INC | $9.0M |
HBANHUNTINGTON BANCSHARES INC | $9.0M |
NKENIKE INC | $9.0M |
EFRENERGY FUELS INC | $9.0M |
GU9GUESS INC | $9.0M |
BHFBRIGHTHOUSE FINL INC | $9.0M |
BLKBLACKROCK INC | $9.0M |
HOUSANYWHERE REAL ESTATE INC | $9.0M |
EXPDEXPEDITORS INTL WASH INC | $9.0M |
T7DTRANSDIGM GROUP INC | $9.0M |
WBDWARNER BROS DISCOVERY INC | $9.0M |
ATGEADTALEM GLOBAL ED INC | $9.0M |
PPLPEMBINA PIPELINE CORP | $9.0M |
ALBALBEMARLE CORP | $9.0M |
VICRVICOR CORP | $9.0M |
OVVOVINTIV INC | $9.0M |
NLYANNALY CAPITAL MANAGEMENT IN | $9.0M |
ALLYALLY FINL INC | $9.0M |
RBCRBC BEARINGS INC | $9.0M |
CRCCANADIAN NAT RES LTD | $9.0M |
SKYWSKYWEST INC | $9.0M |
DTEDTE ENERGY CO | $9.0M |
HIHILLENBRAND INC | $9.0M |
DVDOUBLEVERIFY HLDGS INC | $9.0M |
PCRXPACIRA BIOSCIENCES INC | $8.0M |