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 |
|---|---|---|---|---|---|---|---|
| FANGDiamondback Energy, Inc. | Stock | 2 | $274 | <0.1% | – | – | History |
| NINisource Inc. | COM | 10 | $274 | <0.1% | – | – | History |
| PANWPalo Alto Networks Inc | Stock | 2 | $279 | <0.1% | – | – | History |
| CLXClorox Co | Stock | 2 | $281 | <0.1% | – | – | History |
| TSTenaris SA | SPONSORED ADS | 8 | $281 | <0.1% | – | – | History |
| BWABorgwarner Inc | COM | 7 | $282 | <0.1% | – | – | History |
| SEDGSolaredge Technologies, Inc. | COM | 1 | $283 | <0.1% | – | – | History |
| FBINFortune Brands Innovations, Inc. | COM | 5 | $286 | <0.1% | – | – | History |
| WTRGEssential Utilities, Inc. | COM | 6 | $286 | <0.1% | – | – | History |
| AOSSmith A O Corp | COM | 5 | $286 | <0.1% | – | – | History |
| FFIVF5, Inc. | Stock | 2 | $287 | <0.1% | – | – | History |
| ARMKAramark | COM | 7 | $289 | <0.1% | – | – | History |
| ROLRollins Inc | COM | 8 | $292 | <0.1% | – | – | History |
| VIRXViracta Therapeutics, Inc. | COM | 200 | $292 | <0.1% | – | – | History |
| PODDInsulet Corp | Stock | 1 | $294 | <0.1% | – | – | History |
| TRGPTarga Resources Corp. | COM | 4 | $294 | <0.1% | – | – | History |
| RIVNRivian Automotive, Inc. | Stock | 16 | $295 | <0.1% | – | – | History |
| WPPWPP plc | ADR | 6 | $295 | <0.1% | – | – | History |
| EWEdwards Lifesciences Corp | Stock | 4 | $298 | <0.1% | – | – | History |
| DVADavita Inc. | COM | 4 | $299 | <0.1% | – | – | History |
| GDDYGoDaddy Inc. | CL A | 4 | $299 | <0.1% | – | – | History |
| GENGen Digital Inc. | Stock | 14 | $300 | <0.1% | – | – | History |
| POOLPool Corp | COM | 1 | $302 | <0.1% | – | – | History |
| EMBCEmbecta Corp. | Stock | 12 | $303 | <0.1% | – | – | History |
| AWKAmerican Water Works Company, Inc. | Stock | 2 | $305 | <0.1% | – | – | History |
| HASHasbro, Inc. | COM | 5 | $305 | <0.1% | – | – | History |
| TPRTapestry, Inc. | COM | 8 | $305 | <0.1% | – | – | History |
| CECelanese Corp | Stock | 3 | $307 | <0.1% | – | – | History |
| WLKWestlake Corp | COM | 3 | $308 | <0.1% | – | – | History |
| PAYCPaycom Software, Inc. | Stock | 1 | $310 | <0.1% | – | – | History |
| ALLEAllegion plc | ORD SHS | 3 | $316 | <0.1% | – | – | History |
| NXPINXP Semiconductors N.V. | COM | 2 | $316 | <0.1% | – | – | History |
| EIXEdison International | Stock | 5 | $318 | <0.1% | – | – | History |
| HPEHewlett Packard Enterprise Co | COM | 20 | $319 | <0.1% | – | – | History |
| FTSFortis Inc. | COM | 8 | $320 | <0.1% | – | – | History |
| FTVFortive Corp | Stock | 5 | $321 | <0.1% | – | – | History |
| KDPKeurig Dr Pepper Inc. | COM | 9 | $321 | <0.1% | – | – | History |
| TYLTyler Technologies Inc | COM | 1 | $322 | <0.1% | – | – | History |
| QSRRestaurant Brands International Inc. | COM | 5 | $323 | <0.1% | – | – | History |
| EMNEastman Chemical Co | Stock | 4 | $326 | <0.1% | – | – | History |
| EPAMEPAM Systems, Inc. | COM | 1 | $328 | <0.1% | – | – | History |
| COOCooper Companies, Inc. | COM NEW | 1 | $331 | <0.1% | – | – | History |
| XYLXylem Inc. | COM | 3 | $332 | <0.1% | – | – | History |
| ATOAtmos Energy Corp | COM | 3 | $336 | <0.1% | – | – | History |
| FEFirstenergy Corp | COM | 8 | $336 | <0.1% | – | – | History |
| AKAMAkamai Technologies Inc | COM | 4 | $337 | <0.1% | – | – | History |
| ETREntergy Corp | COM | 3 | $338 | <0.1% | – | – | History |
| MLMMartin Marietta Materials Inc | COM | 1 | $338 | <0.1% | – | – | History |
| PBAPembina Pipeline Corp | COM | 10 | $340 | <0.1% | – | – | History |
| HZNPHorizon Therapeutics Public Ltd Co | SHS | 3 | $341 | <0.1% | – | – | History |
| WATWaters Corp | COM | 1 | $343 | <0.1% | – | – | History |
| DPZDominos Pizza Inc | COM | 1 | $346 | <0.1% | – | – | History |
| TERTeradyne, Inc | Stock | 4 | $349 | <0.1% | – | – | History |
| VMCVulcan Materials CO | COM | 2 | $350 | <0.1% | – | – | History |
| AUAngloGold Ashanti PLC | SPONSORED ADR | 18 | $350 | <0.1% | – | – | History |
| JKHYJack Henry & Associates Inc | Stock | 2 | $351 | <0.1% | – | – | History |
| DTEDte Energy Co | COM | 3 | $353 | <0.1% | – | – | History |
| MPWRMonolithic Power Systems, Inc. | COM | 1 | $354 | <0.1% | – | – | History |
| FIVEFive Below, Inc | COM | 2 | $354 | <0.1% | – | – | History |
| BAXBaxter International Inc | Stock | 7 | $357 | <0.1% | – | – | History |
| BALLBALL Corp | COM | 7 | $358 | <0.1% | – | – | History |
| KEPKorea Electric Power Corp | SPONSORED ADR | 42 | $363 | <0.1% | – | – | History |
| ANETArista Networks, Inc. | COM | 3 | $364 | <0.1% | – | – | History |
| CHRWC. H. Robinson Worldwide, Inc. | COM NEW | 4 | $366 | <0.1% | – | – | History |
| IRIngersoll Rand Inc. | COM | 7 | $366 | <0.1% | – | – | History |
| CHTChunghwa Telecom Co Ltd | SPON ADR NEW11 | 10 | $366 | <0.1% | – | – | History |
| CPAYCorpay, Inc. | COM | 2 | $367 | <0.1% | – | – | History |
| STESTERIS plc | SHS USD | 2 | $369 | <0.1% | – | – | History |
| GRMNGarmin Ltd | SHS | 4 | $369 | <0.1% | – | – | History |
| APTVAptiv PLC | SHS | 4 | $373 | <0.1% | – | – | History |
| AESAES Corp | Stock | 13 | $374 | <0.1% | – | – | History |
| FMCFMC Corp | COM NEW | 3 | $374 | <0.1% | – | – | History |
| DARDarling Ingredients Inc. | COM | 6 | $376 | <0.1% | – | – | History |
| EVRGEvergy, Inc. | Stock | 6 | $378 | <0.1% | – | – | History |
| ARGXArgenx SE | SPONSORED ADR | 1 | $379 | <0.1% | – | – | History |
| BBWIBath & Body Works, Inc. | COM | 9 | $379 | <0.1% | – | – | History |
| HLTHilton Worldwide Holdings Inc. | COM | 3 | $379 | <0.1% | – | – | History |
| IPInternational Paper Co | COM | 11 | $381 | <0.1% | – | – | History |
| FERGFerguson Enterprises Inc. | SHS | 3 | $381 | <0.1% | – | – | History |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 3 | $382 | <0.1% | – | – | History |
| HLNHaleon plc | ADR | 48 | $384 | <0.1% | – | – | History |
| LNTAlliant Energy Corp | Stock | 7 | $386 | <0.1% | – | – | History |
| CSGPCostar Group, Inc. | COM | 5 | $386 | <0.1% | – | – | History |
| NOWServiceNow, Inc. | Stock | 1 | $388 | <0.1% | – | – | History |
| EFXEquifax Inc | COM | 2 | $389 | <0.1% | – | – | History |
| GPNGlobal Payments Inc | Stock | 4 | $397 | <0.1% | – | – | History |
| LPLLG Display Co., Ltd. | SPONS ADR REP | 80 | $397 | <0.1% | – | – | History |
| WCNWaste Connections, Inc. | COM | 3 | $398 | <0.1% | – | – | History |
| HSICHenry Schein Inc | COM | 5 | $399 | <0.1% | – | – | History |
| TDYTeledyne Technologies Inc | COM | 1 | $400 | <0.1% | – | – | History |
| CTSHCognizant Technology Solutions Corp | CL A | 7 | $400 | <0.1% | – | – | History |
| BRBroadridge Financial Solutions, Inc. | Stock | 3 | $402 | <0.1% | – | – | History |
| CHDChurch & Dwight Co Inc | COM | 5 | $403 | <0.1% | – | – | History |
| MNSTMonster Beverage Corp | COM | 4 | $406 | <0.1% | – | – | History |
| FISFidelity National Information Services, Inc. | Stock | 6 | $407 | <0.1% | – | – | History |
| CCKCrown Holdings, Inc. | COM | 5 | $411 | <0.1% | – | – | History |
| TAPMolson Coors Beverage Co | CL B | 8 | $412 | <0.1% | – | – | History |
| MKCMcCormick & Co Inc | Stock | 5 | $414 | <0.1% | – | – | History |
| BMRNBiomarin Pharmaceutical Inc | COM | 4 | $414 | <0.1% | – | – | History |
| GLWCorning Inc | COM | 13 | $415 | <0.1% | – | – | History |