Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
True Wealth Design, LLC (CIK 1966033) reported $360.4M across 2,665 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: BOXX ($57.8M, 16.04%), DFAC ($54.4M, 15.10%), DFIC ($37.7M, 10.47%), DUHP ($26.5M, 7.35%), DFEV ($25.1M, 6.96%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BOXX | EA SERIES TRUST | $57.8M | 16.04% | 497,031 | Added |
| 2 | DFAC | DIMENSIONAL ETF TRUST | $54.4M | 15.10% | 1.4M | Added |
| 3 | DFIC | DIMENSIONAL ETF TRUST | $37.7M | 10.47% | 1.1M | Added |
| 4 | DUHP | DIMENSIONAL ETF TRUST | $26.5M | 7.35% | 721,040 | Added |
| 5 | DFEV | DIMENSIONAL ETF TRUST | $25.1M | 6.96% | 701,289 | Trimmed |
| 6 | DIHP | DIMENSIONAL ETF TRUST | $14.8M | 4.10% | 459,116 | Added |
| 7 | TYA | SIMPLIFY EXCHANGE TRADED FUN | $11.8M | 3.29% | 902,354 | Added |
| 8 | MTBA | SIMPLIFY EXCHANGE TRADED FUN | $11.4M | 3.15% | 229,914 | Trimmed |
| 9 | AVUV | AMERICAN CENTY ETF TR | $10.6M | 2.94% | 96,036 | Added |
| 10 | RFIX | SIMPLIFY EXCHANGE TRADED FUN | $6.8M | 1.89% | 168,792 | Added |
| 11 | AVDE | AMERICAN CENTY ETF TR | $5.1M | 1.42% | 60,430 | Added |
| 12 | AVUS | AMERICAN CENTY ETF TR | $4.8M | 1.33% | 43,254 | Added |
| 13 | DFAT | DIMENSIONAL ETF TRUST | $2.6M | 0.72% | 41,587 | Trimmed |
| 14 | DFUS | DIMENSIONAL ETF TRUST | $2.5M | 0.70% | 35,744 | Trimmed |
| 15 | VTI | VANGUARD INDEX FDS | $2.4M | 0.66% | 7,399 | Trimmed |
| 16 | AAPL | APPLE INC | $2.3M | 0.65% | 9,239 | Added |
| 17 | DFSV | DIMENSIONAL ETF TRUST | $2.2M | 0.60% | 61,662 | Trimmed |
| 18 | PYLD | PIMCO ETF TR | $1.9M | 0.54% | 73,907 | Added |
| 19 | TFLR | T ROWE PRICE ETF INC | $1.9M | 0.53% | 37,597 | Trimmed |
| 20 | AVUQ | AMERICAN CENTY ETF TR | $1.6M | 0.44% | 27,841 | Added |
| 21 | NVDA | NVIDIA CORPORATION | $1.3M | 0.37% | 7,644 | Added |
| 22 | PMBS | PIMCO ETF TR | $1.2M | 0.33% | 24,135 | New |
| 23 | GOOGL | ALPHABET INC | $1.1M | 0.32% | 3,972 | Added |
| 24 | AVES | AMERICAN CENTY ETF TR | $974,675 | 0.27% | 16,250 | Added |
| 25 | MSFT | MICROSOFT CORP | $712,541 | 0.20% | 1,925 | Added |
Source: SEC Form 13F filings · as of 2026-03-31