True Wealth Design, LLC
- SEC CIK
- 0001966033
- Latest filing
- Jul 16, 2026
Holdings in Q4 2022
Holdings as of Dec 31, 2022, filed Feb 15, 2023. Long positions only.
- Positions
- 803
- No filing for Q3 2022
- Portfolio value
- $216.1M
- No filing for Q3 2022
True Wealth Design, LLC did not file a 13F for Q3 2022, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SWKStanley Black & Decker, Inc. | COM | 2 | $150 | <0.1% | – | – | History |
| CXCemex SAB de CV | SPON ADR NEW | 37 | $150 | <0.1% | – | – | History |
| TRMBTrimble Inc. | COM | 3 | $152 | <0.1% | – | – | History |
| OVVOvintiv Inc. | COM | 3 | $152 | <0.1% | – | – | History |
| Paramount Global92556H206 | CL B | 9 | $152 | <0.1% | – | – | – |
| LBRDKLiberty Broadband Corp | COM SER C | 2 | $153 | <0.1% | – | – | History |
| HEIHeico Corp | COM | 1 | $154 | <0.1% | – | – | History |
| SUZSuzano S.A. | SPON ADS | 17 | $157 | <0.1% | – | – | History |
| XRAYDentsply Sirona Inc. | Stock | 5 | $159 | <0.1% | – | – | History |
| JLLJones Lang Lasalle Inc | COM | 1 | $159 | <0.1% | – | – | History |
| VEEVVeeva Systems Inc | Stock | 1 | $161 | <0.1% | – | – | History |
| STSensata Technologies Holding plc | SHS | 4 | $162 | <0.1% | – | – | History |
| CARAvis Budget Group, Inc. | COM | 1 | $164 | <0.1% | – | – | History |
| AXONAxon Enterprise, Inc. | COM | 1 | $166 | <0.1% | – | – | History |
| WDAYWorkday, Inc. | CL A | 1 | $167 | <0.1% | – | – | History |
| GLOBGlobant S.A. | COM | 1 | $168 | <0.1% | – | – | History |
| RGENRepligen Corp | COM | 1 | $169 | <0.1% | – | – | History |
| TRUTransUnion | COM | 3 | $170 | <0.1% | – | – | History |
| UBERUber Technologies, Inc | Stock | 7 | $173 | <0.1% | – | – | History |
| RBARB Global Inc. | COM | 3 | $173 | <0.1% | – | – | History |
| SHOPShopify Inc. | Stock | 5 | $174 | <0.1% | – | – | History |
| BABAAlibaba Group Holding Ltd | ADR | 2 | $176 | <0.1% | – | – | History |
| OTEXOpen Text Corp | COM | 6 | $178 | <0.1% | – | – | History |
| NTAPNetApp, Inc. | Stock | 3 | $180 | <0.1% | – | – | History |
| KGCKinross Gold Corp | COM | 44 | $180 | <0.1% | – | – | History |
| OXBROxbridge Re Holdings Ltd | SHS | 150 | $180 | <0.1% | – | – | History |
| QRVOQorvo, Inc. | Stock | 2 | $181 | <0.1% | – | – | History |
| NWSANews Corp | CL A | 10 | $182 | <0.1% | – | – | History |
| SNNSmith & Nephew PLC | SPDN ADR NEW | 7 | $188 | <0.1% | – | – | History |
| SNXTD Synnex Corp | COM | 2 | $189 | <0.1% | – | – | History |
| WDCWestern Digital Corp | COM | 6 | $189 | <0.1% | – | – | History |
| AALAmerican Airlines Group Inc. | Stock | 15 | $191 | <0.1% | – | – | History |
| DTDynatrace, Inc. | Stock | 5 | $192 | <0.1% | – | – | History |
| VFCV F Corp | Stock | 7 | $193 | <0.1% | – | – | History |
| GGBGerdau S.A. | SPON ADR REP PFD | 35 | $194 | <0.1% | – | – | History |
| PCTYPaylocity Holding Corp | COM | 1 | $194 | <0.1% | – | – | History |
| WPMWheaton Precious Metals Corp. | COM | 5 | $195 | <0.1% | – | – | History |
| FMSFresenius Medical Care AG | SPONSORED ADR | 12 | $196 | <0.1% | – | – | History |
| Liberty Media Corp Del531229607 | COM C SIRIUSXM | 5 | $196 | <0.1% | – | – | – |
| CTRACoterra Energy Inc. | Stock | 8 | $197 | <0.1% | – | – | History |
| ENTGEntegris Inc | COM | 3 | $197 | <0.1% | – | – | History |
| GNRCGenerac Holdings Inc. | Stock | 2 | $201 | <0.1% | – | – | History |
| DELLDell Technologies Inc. | Stock | 5 | $201 | <0.1% | – | – | History |
| DBXDropbox, Inc. | CL A | 9 | $201 | <0.1% | – | – | History |
| ILMNIllumina, Inc. | COM | 1 | $202 | <0.1% | – | – | History |
| RSReliance, Inc. | COM | 1 | $202 | <0.1% | – | – | History |
| BURLBurlington Stores, Inc. | COM | 1 | $203 | <0.1% | – | – | History |
| MHKMohawk Industries Inc | COM | 2 | $204 | <0.1% | – | – | History |
| CIENCiena Corp | COM NEW | 4 | $204 | <0.1% | – | – | History |
| VRSNVerisign Inc | COM | 1 | $205 | <0.1% | – | – | History |
| PHIPLDT Inc. | SPONSORED ADR | 9 | $205 | <0.1% | – | – | History |
| FNDFloor & Decor Holdings, Inc. | CL A | 3 | $209 | <0.1% | – | – | History |
| LYVLive Nation Entertainment, Inc. | COM | 3 | $209 | <0.1% | – | – | History |
| ALGNAlign Technology Inc | COM | 1 | $211 | <0.1% | – | – | History |
| PSOPearson PLC | SPONSORED ADR | 19 | $214 | <0.1% | – | – | History |
| JHXJames Hardie Industries plc | SPONSORED ADR | 12 | $215 | <0.1% | – | – | History |
| CRLCharles River Laboratories International, Inc. | COM | 1 | $218 | <0.1% | – | – | History |
| ATRAptargroup, Inc. | Stock | 2 | $220 | <0.1% | – | – | History |
| DXCMDexcom Inc | COM | 2 | $226 | <0.1% | – | – | History |
| PNWPinnacle West Capital Corp | COM | 3 | $228 | <0.1% | – | – | History |
| CGCCanopy Growth Corp | COM | 100 | $231 | <0.1% | – | – | History |
| IHGIntercontinental Hotels Group PLC | SPONSORED ADS | 4 | $233 | <0.1% | – | – | History |
| ASRSoutheast Airport Group | SPON ADR SER B | 1 | $233 | <0.1% | – | – | History |
| FMXMexican Economic Development Inc | SPON ADR UNITS | 3 | $234 | <0.1% | – | – | History |
| WSTWest Pharmaceutical Services Inc | COM | 1 | $235 | <0.1% | – | – | History |
| ALNYAlnylam Pharmaceuticals, Inc. | COM | 1 | $238 | <0.1% | – | – | History |
| MTNVail Resorts Inc | COM | 1 | $238 | <0.1% | – | – | History |
| NBIXNeurocrine Biosciences Inc | Stock | 2 | $239 | <0.1% | – | – | History |
| LIILennox International Inc | COM | 1 | $239 | <0.1% | – | – | History |
| FWONKLiberty Media Corp | COM SER C FRMLA | 4 | $239 | <0.1% | – | – | History |
| PTCPTC Inc. | Stock | 2 | $240 | <0.1% | – | – | History |
| SQMChemical & Mining Co of Chile Inc | SPON ADR SER B | 3 | $240 | <0.1% | – | – | History |
| ETSYEtsy Inc | COM | 2 | $240 | <0.1% | – | – | History |
| INCYIncyte Corp | COM | 3 | $241 | <0.1% | – | – | History |
| ANSSAnsys Inc | COM | 1 | $242 | <0.1% | – | – | History |
| KMXCarMax Inc | COM | 4 | $244 | <0.1% | – | – | History |
| IMOImperial Oil Ltd | COM NEW | 5 | $244 | <0.1% | – | – | History |
| TKCTurkcell Iletisim Hizmetleri A S | SPON ADR NEW | 51 | $244 | <0.1% | – | – | History |
| WRKWestRock Co | COM | 7 | $246 | <0.1% | – | – | History |
| LEALear Corp | COM NEW | 2 | $248 | <0.1% | – | – | History |
| LOGILogitech International S.A. | SHS | 4 | $249 | <0.1% | – | – | History |
| TECHBIO-TECHNE Corp | COM | 3 | $249 | <0.1% | – | – | History |
| WSOWatsco Inc | COM | 1 | $249 | <0.1% | – | – | History |
| QGENQiagen N.V. | SHS NEW | 5 | $249 | <0.1% | – | – | History |
| TFXTeleflex Inc | COM | 1 | $250 | <0.1% | – | – | History |
| CMSCMS Energy Corp | COM | 4 | $253 | <0.1% | – | – | History |
| ACMAecom | COM | 3 | $255 | <0.1% | – | – | History |
| OCOwens Corning | Stock | 3 | $256 | <0.1% | – | – | History |
| ZBRAZebra Technologies Corp | CL A | 1 | $256 | <0.1% | – | – | History |
| BLDRBuilders FirstSource, Inc. | Stock | 4 | $260 | <0.1% | – | – | History |
| SSNCSS&C Technologies Holdings Inc | COM | 5 | $260 | <0.1% | – | – | History |
| LUMNLumen Technologies, Inc. | Stock | 50 | $261 | <0.1% | – | – | History |
| UALUnited Airlines Holdings, Inc. | COM | 7 | $264 | <0.1% | – | – | History |
| AEEAmeren Corp | COM | 3 | $267 | <0.1% | – | – | History |
| LWLamb Weston Holdings, Inc. | Stock | 3 | $268 | <0.1% | – | – | History |
| GGGGraco Inc | COM | 4 | $269 | <0.1% | – | – | History |
| PNRPENTAIR plc | SHS | 6 | $270 | <0.1% | – | – | History |
| PHGKoninklijke Philips NV | NY REGIS SHS NEW | 18 | $270 | <0.1% | – | – | History |
| FNVFranco Nevada Corp | Stock | 2 | $273 | <0.1% | – | – | History |
| BRKRBruker Corp | COM | 4 | $273 | <0.1% | – | – | History |