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 |
|---|---|---|---|---|---|---|---|
| DRIDarden Restaurants Inc | COM | 3 | $415 | <0.1% | – | – | History |
| EBAYeBay Inc | COM | 10 | $415 | <0.1% | – | – | History |
| RMDResmed Inc | COM | 2 | $416 | <0.1% | – | – | History |
| ESEversource Energy | Stock | 5 | $419 | <0.1% | – | – | History |
| OGNOrganon & Co. | Stock | 15 | $419 | <0.1% | – | – | History |
| IFFInternational Flavors & Fragrances Inc | COM | 4 | $419 | <0.1% | – | – | History |
| MTArcelorMittal | NY REGISTRY SH | 16 | $420 | <0.1% | – | – | History |
| RCIRogers Communications Inc | CL B | 9 | $422 | <0.1% | – | – | History |
| WHRWhirlpool Corp | Stock | 3 | $424 | <0.1% | – | – | History |
| STMSTMicroelectronics N.V. | NY REGISTRY | 12 | $427 | <0.1% | – | – | History |
| PWRQuanta Services, Inc. | COM | 3 | $428 | <0.1% | – | – | History |
| PEGPublic Service Enterprise Group Inc | COM | 7 | $429 | <0.1% | – | – | History |
| HPQHP Inc | Stock | 16 | $430 | <0.1% | – | – | History |
| CEGConstellation Energy Corp | Stock | 5 | $431 | <0.1% | – | – | History |
| ROPRoper Technologies Inc | Stock | 1 | $432 | <0.1% | – | – | History |
| NWLNewell Brands Inc. | Stock | 33 | $432 | <0.1% | – | – | History |
| PLUGPlug Power Inc | Stock | 35 | $433 | <0.1% | – | – | History |
| ALBAlbemarle Corp | Stock | 2 | $434 | <0.1% | – | – | History |
| ECLEcolab Inc. | Stock | 3 | $437 | <0.1% | – | – | History |
| MOSMosaic Co | COM | 10 | $439 | <0.1% | – | – | History |
| UHAL.BU-Haul Holding Co | COM SER N | 8 | $440 | <0.1% | – | – | History |
| AAPAdvance Auto Parts Inc | COM | 3 | $441 | <0.1% | – | – | History |
| STEMStem, Inc. | CL A | 50 | $447 | <0.1% | – | – | History |
| FSLRFirst Solar, Inc. | Stock | 3 | $449 | <0.1% | – | – | History |
| MGAMagna International Inc | COM | 8 | $449 | <0.1% | – | – | History |
| TTCToro Co | COM | 4 | $453 | <0.1% | – | – | History |
| PCGPG&E Corp | Stock | 28 | $455 | <0.1% | – | – | History |
| IEXIdex Corp | COM | 2 | $457 | <0.1% | – | – | History |
| CBRECbre Group, Inc. | CL A | 6 | $462 | <0.1% | – | – | History |
| BSXBoston Scientific Corp | Stock | 10 | $463 | <0.1% | – | – | History |
| CAGConagra Brands Inc. | Stock | 12 | $464 | <0.1% | – | – | History |
| VSTVistra Corp. | Stock | 20 | $464 | <0.1% | – | – | History |
| ROSTRoss Stores, Inc. | COM | 4 | $464 | <0.1% | – | – | History |
| IPGInterpublic Group of Companies, Inc. | COM | 14 | $466 | <0.1% | – | – | History |
| ULTAUlta Beauty, Inc. | Stock | 1 | $469 | <0.1% | – | – | History |
| HUBBHubbell Inc | COM | 2 | $469 | <0.1% | – | – | History |
| CSLCarlisle Companies Inc | COM | 2 | $471 | <0.1% | – | – | History |
| FLEXFlex Ltd. | Stock | 22 | $472 | <0.1% | – | – | History |
| NDSNNordson Corp | COM | 2 | $475 | <0.1% | – | – | History |
| EXCExelon Corp | Stock | 11 | $476 | <0.1% | – | – | History |
| EDConsolidated Edison Inc | Stock | 5 | $477 | <0.1% | – | – | History |
| SBSWSibanye Stillwater Ltd | SPONSORED ADR | 45 | $480 | <0.1% | – | – | History |
| CNPCenterpoint Energy Inc | COM | 16 | $480 | <0.1% | – | – | History |
| CDNSCadence Design Systems Inc | Stock | 3 | $482 | <0.1% | – | – | History |
| SCIService Corp International | COM | 7 | $484 | <0.1% | – | – | History |
| RPMRPM International Inc | COM | 5 | $487 | <0.1% | – | – | History |
| CPRTCopart Inc | COM | 8 | $487 | <0.1% | – | – | History |
| FTNTFortinet, Inc. | Stock | 10 | $489 | <0.1% | – | – | History |
| SYKStryker Corp | Stock | 2 | $489 | <0.1% | – | – | History |
| EAElectronic Arts Inc. | COM | 4 | $489 | <0.1% | – | – | History |
| XELXcel Energy Inc | Stock | 7 | $491 | <0.1% | – | – | History |
| TECKTeck Resources Ltd | CL B | 13 | $492 | <0.1% | – | – | History |
| UMCUnited Microelectronics Corp | SPON ADR NEW | 76 | $496 | <0.1% | – | – | History |
| CORCencora, Inc. | Stock | 3 | $497 | <0.1% | – | – | History |
| PYPLPayPal Holdings, Inc. | Stock | 7 | $499 | <0.1% | – | – | History |
| PKGPackaging Corp of America | Stock | 4 | $512 | <0.1% | – | – | History |
| AMCRAmcor plc | ORD | 43 | $512 | <0.1% | – | – | History |
| MSIMotorola Solutions, Inc. | Stock | 2 | $515 | <0.1% | – | – | History |
| NEMNEWMONT Corp | Stock | 11 | $519 | <0.1% | – | – | History |
| GPCGenuine Parts Co | Stock | 3 | $521 | <0.1% | – | – | History |
| VRSKVerisk Analytics, Inc. | COM | 3 | $529 | <0.1% | – | – | History |
| ENPHEnphase Energy, Inc. | Stock | 2 | $530 | <0.1% | – | – | History |
| ISRGIntuitive Surgical Inc | COM NEW | 2 | $531 | <0.1% | – | – | History |
| APHAmphenol Corp | CL A | 7 | $533 | <0.1% | – | – | History |
| SYYSysco Corp | Stock | 7 | $535 | <0.1% | – | – | History |
| CDWCDW Corp | COM | 3 | $536 | <0.1% | – | – | History |
| DOVDOVER Corp | COM | 4 | $542 | <0.1% | – | – | History |
| AVYAvery Dennison Corp | COM | 3 | $543 | <0.1% | – | – | History |
| ALCAlcon Inc | Stock | 8 | $548 | <0.1% | – | – | History |
| TRPTC Energy Corp | COM | 14 | $558 | <0.1% | – | – | History |
| DALDelta Air Lines, Inc. | COM NEW | 17 | $559 | <0.1% | – | – | History |
| OWLTOwlet, Inc. | COMMON STOCK | 1,000 | $559 | <0.1% | – | – | History |
| WBAWalgreens Boots Alliance, Inc. | COM | 15 | $560 | <0.1% | – | – | History |
| Barrick Gold Corp067901108 | COM | 33 | $567 | <0.1% | – | – | – |
| AEMAgnico Eagle Mines Ltd | Stock | 11 | $572 | <0.1% | – | – | History |
| PAYXPaychex Inc | Stock | 5 | $578 | <0.1% | – | – | History |
| CVECenovus Energy Inc. | COM | 30 | $582 | <0.1% | – | – | History |
| HWMHowmet Aerospace Inc. | Stock | 15 | $591 | <0.1% | – | – | History |
| OKEONEOK Inc | COM | 9 | $591 | <0.1% | – | – | History |
| GMABGenmab A/S | SPONSORED ADS | 14 | $593 | <0.1% | – | – | History |
| MARMarriott International Inc | Stock | 4 | $596 | <0.1% | – | – | History |
| CFCF Industries Holdings, Inc. | COM | 7 | $596 | <0.1% | – | – | History |
| WABWestinghouse Air Brake Technologies Corp | Stock | 6 | $599 | <0.1% | – | – | History |
| FICOFair Isaac Corp | COM | 1 | $599 | <0.1% | – | – | History |
| BGBunge Global SA | COM | 6 | $599 | <0.1% | – | – | History |
| LNGCheniere Energy, Inc. | COM NEW | 4 | $600 | <0.1% | – | – | History |
| FISVFiserv Inc | Stock | 6 | $606 | <0.1% | – | – | History |
| IQVIQVIA Holdings Inc. | Stock | 3 | $615 | <0.1% | – | – | History |
| FASTFastenal Co | Stock | 13 | $615 | <0.1% | – | – | History |
| DVNDevon Energy Corp | Stock | 10 | $615 | <0.1% | – | – | History |
| SRESempra | Stock | 4 | $618 | <0.1% | – | – | History |
| KTKT Corp | SPONSORED ADR | 46 | $621 | <0.1% | – | – | History |
| ONOn Semiconductor Corp | Stock | 10 | $624 | <0.1% | – | – | History |
| CPBCAMPBELL'S Co | COM | 11 | $624 | <0.1% | – | – | History |
| BAHBooz Allen Hamilton Holding Corp | CL A | 6 | $627 | <0.1% | – | – | History |
| ETNEaton Corp plc | Stock | 4 | $628 | <0.1% | – | – | History |
| SSLSasol Ltd | SPONSORED ADR | 40 | $628 | <0.1% | – | – | History |
| TDGTransDigm Group INC | COM | 1 | $630 | <0.1% | – | – | History |
| MCHPMicrochip Technology Inc | Stock | 9 | $632 | <0.1% | – | – | History |
| SNPSSynopsys Inc | COM | 2 | $639 | <0.1% | – | – | History |