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 |
|---|---|---|---|---|---|---|---|
| KKellanova | Stock | 9 | $641 | <0.1% | – | – | History |
| LULUlululemon athletica inc. | Stock | 2 | $641 | <0.1% | – | – | History |
| RACEFerrari N.V. | COM | 3 | $643 | <0.1% | – | – | History |
| WBDWarner Bros. Discovery, Inc. | Stock | 68 | $645 | <0.1% | – | – | History |
| OMCOmnicom Group Inc. | COM | 8 | $653 | <0.1% | – | – | History |
| MOHMolina Healthcare, Inc. | COM | 2 | $660 | <0.1% | – | – | History |
| ITGartner Inc | COM | 2 | $672 | <0.1% | – | – | History |
| TSCOTractor Supply Co | COM | 3 | $675 | <0.1% | – | – | History |
| FCXFreeport-McMoran Inc | Stock | 18 | $684 | <0.1% | – | – | History |
| KEYSKeysight Technologies, Inc. | Stock | 4 | $684 | <0.1% | – | – | History |
| STLDSteel Dynamics Inc | COM | 7 | $684 | <0.1% | – | – | History |
| PXDPioneer Natural Resources Co | COM | 3 | $685 | <0.1% | – | – | History |
| KMIKinder Morgan, Inc. | Stock | 38 | $687 | <0.1% | – | – | History |
| CAHCardinal Health Inc | Stock | 9 | $692 | <0.1% | – | – | History |
| FDXFedEx Corp | Stock | 4 | $693 | <0.1% | – | – | History |
| JBHTHunt J B Transport Services Inc | COM | 4 | $697 | <0.1% | – | – | History |
| American Centy ETF Tr025072356 | REAL ESTATE ETF | 17 | $699 | <0.1% | – | – | – |
| GFIGold Fields Ltd | SPONSORED ADR | 68 | $704 | <0.1% | – | – | History |
| URIUnited Rentals, Inc. | COM | 2 | $711 | <0.1% | – | – | History |
| AMDAdvanced Micro Devices Inc | Stock | 11 | $712 | <0.1% | – | – | History |
| WMBWilliams Companies, Inc. | COM | 22 | $724 | <0.1% | – | – | History |
| PSXPhillips 66 | Stock | 7 | $729 | <0.1% | – | – | History |
| PPLPPL Corp | COM | 25 | $730 | <0.1% | – | – | History |
| PPTAPerpetua Resources Corp. | COM | 250 | $730 | <0.1% | – | – | History |
| NSCNorfolk Southern Corp | Stock | 3 | $739 | <0.1% | – | – | History |
| BTGB2GOLD Corp | COM | 207 | $739 | <0.1% | – | – | History |
| SFTGQShift Technologies, Inc. | CL A | 5,000 | $744 | <0.1% | – | – | History |
| CPCanadian Pacific Kansas City Ltd | COM | 10 | $746 | <0.1% | – | – | History |
| AAgilent Technologies, Inc. | COM | 5 | $748 | <0.1% | – | – | History |
| MUMicron Technology Inc | Stock | 15 | $750 | <0.1% | – | – | History |
| EMREmerson Electric Co | Stock | 8 | $768 | <0.1% | – | – | History |
| MDTMedtronic plc | Stock | 10 | $777 | <0.1% | – | – | History |
| INTUIntuit Inc. | Stock | 2 | $778 | <0.1% | – | – | History |
| NGGNational Grid PLC | SPONSORED ADR NE | 13 | $784 | <0.1% | – | – | History |
| PCARPaccar Inc | COM | 8 | $792 | <0.1% | – | – | History |
| NTRNutrien Ltd. | COM | 11 | $803 | <0.1% | – | – | History |
| IDXXIDEXX Laboratories Inc | COM | 2 | $816 | <0.1% | – | – | History |
| ADIAnalog Devices Inc | Stock | 5 | $820 | <0.1% | – | – | History |
| HALHalliburton Co | Stock | 21 | $826 | <0.1% | – | – | History |
| ADMArcher-Daniels-Midland Co | Stock | 9 | $836 | <0.1% | – | – | History |
| TTTrane Technologies plc | SHS | 5 | $840 | <0.1% | – | – | History |
| LRCXLam Research Corp | COM | 2 | $841 | <0.1% | – | – | History |
| ORLYO Reilly Automotive Inc | Stock | 1 | $844 | <0.1% | – | – | History |
| HMCHonda Motor Co Ltd | ADR ECH CNV IN 3 | 37 | $846 | <0.1% | – | – | History |
| DLTRDollar Tree, Inc. | COM | 6 | $849 | <0.1% | – | – | History |
| ODFLOld Dominion Freight Line, Inc. | COM | 3 | $851 | <0.1% | – | – | History |
| SOSouthern Co | Stock | 12 | $857 | <0.1% | – | – | History |
| PBRPetrobras - Petroleo Brasileiro SA | SPONSORED ADR | 81 | $863 | <0.1% | – | – | History |
| VRTXVertex Pharmaceuticals Inc | Stock | 3 | $866 | <0.1% | – | – | History |
| PHParker-Hannifin Corp | Stock | 3 | $873 | <0.1% | – | – | History |
| COINCoinbase Global, Inc. | COM CL A | 25 | $885 | <0.1% | – | – | History |
| SKTTanger Inc. | COM | 50 | $897 | <0.1% | – | – | History |
| CTASCintas Corp | Stock | 2 | $903 | <0.1% | – | – | History |
| GMGeneral Motors Co | COM | 27 | $908 | <0.1% | – | – | History |
| PBR.APetrobras - Petroleo Brasileiro SA | SP ADR NON VTG | 99 | $920 | <0.1% | – | – | History |
| APDAir Products & Chemicals, Inc. | Stock | 3 | $925 | <0.1% | – | – | History |
| SDGRSchrodinger, Inc. | COM | 50 | $934 | <0.1% | – | – | History |
| STLAStellantis N.V. | SHS | 67 | $951 | <0.1% | – | – | History |
| ABBNYABB Ltd | SPONSORED ADR | 32 | $975 | <0.1% | – | – | History |
| DHIHorton D R Inc | COM | 11 | $981 | <0.1% | – | – | History |
| DGDollar General Corp | COM | 4 | $985 | <0.1% | – | – | History |
| WDSWoodside Energy Group Ltd | ADR | 41 | $993 | <0.1% | – | – | History |
| CHTRCharter Communications, Inc. | CL A | 3 | $1.02K | <0.1% | – | – | History |
| HUMHumana Inc | Stock | 2 | $1.02K | <0.1% | – | – | History |
| RSGRepublic Services, Inc. | COM | 8 | $1.03K | <0.1% | – | – | History |
| NOVNOV Inc. | COM | 50 | $1.04K | <0.1% | – | – | History |
| ENBEnbridge Inc | Stock | 27 | $1.06K | <0.1% | – | – | History |
| TELTE Connectivity plc | REG SHS | 9 | $1.06K | <0.1% | – | – | History |
| AMATApplied Materials Inc | Stock | 11 | $1.07K | <0.1% | – | – | History |
| RXDXPrometheus Biosciences, Inc. | COM | 10 | $1.10K | <0.1% | – | – | History |
| ITWIllinois Tool Works Inc | Stock | 5 | $1.10K | <0.1% | – | – | History |
| BIIBBiogen Inc. | COM | 4 | $1.11K | <0.1% | – | – | History |
| HIMXHimax Technologies, Inc. | SPONSORED ADR | 180 | $1.12K | <0.1% | – | – | History |
| MCKMcKesson Corp | Stock | 3 | $1.13K | <0.1% | – | – | History |
| KLACKLA Corp | COM NEW | 3 | $1.13K | <0.1% | – | – | History |
| SAPSAP SE | ADR | 11 | $1.14K | <0.1% | – | – | History |
| ZTSZoetis Inc. | Stock | 8 | $1.17K | <0.1% | – | – | History |
| SHWSherwin Williams Co | COM | 5 | $1.19K | <0.1% | – | – | History |
| PKXPosco Holdings Inc. | SPONSORED ADR | 22 | $1.20K | <0.1% | – | – | History |
| SUSuncor Energy Inc | Stock | 38 | $1.21K | <0.1% | – | – | History |
| EEni SpA | SPONSORED ADR | 43 | $1.23K | <0.1% | – | – | History |
| GISGeneral Mills Inc | Stock | 15 | $1.26K | <0.1% | – | – | History |
| GSKGSK plc | ADR | 37 | $1.30K | <0.1% | – | – | History |
| CNICanadian National Railway Co | Stock | 11 | $1.31K | <0.1% | – | – | History |
| MMM3M Co | Stock | 11 | $1.32K | <0.1% | – | – | History |
| DHRDanaher Corp | Stock | 5 | $1.33K | <0.1% | – | – | History |
| TLRYTilray Brands, Inc. | COM CL 2 | 500 | $1.34K | <0.1% | – | – | History |
| TJXTJX Companies Inc | Stock | 17 | $1.35K | <0.1% | – | – | History |
| HIPOHippo Holdings Inc. | COM NEW | 100 | $1.36K | <0.1% | – | – | History |
| BNGOBionano Genomics, Inc. | COM | 950 | $1.39K | <0.1% | – | – | History |
| TMUST-Mobile US, Inc. | Stock | 10 | $1.40K | <0.1% | – | – | History |
| NFLXNetflix Inc | Stock | 5 | $1.47K | <0.1% | – | – | History |
| EOGEOG Resources Inc | Stock | 12 | $1.55K | <0.1% | – | – | History |
| NUENucor Corp | COM | 12 | $1.58K | <0.1% | – | – | History |
| VALEVale S.A. | SPONSORED ADS | 95 | $1.61K | <0.1% | – | – | History |
| TAKTakeda Pharmaceutical Co Ltd | ADR | 104 | $1.62K | <0.1% | – | – | History |
| CICigna Group | Stock | 5 | $1.66K | <0.1% | – | – | History |
| KHCKraft Heinz Co | Stock | 41 | $1.67K | <0.1% | – | – | History |
| ADPAutomatic Data Processing Inc | Stock | 7 | $1.67K | <0.1% | – | – | History |
| NEENextera Energy Inc | Stock | 20 | $1.67K | <0.1% | – | – | History |