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 |
|---|---|---|---|---|---|---|---|
| ADBEAdobe Inc. | Stock | 5 | $1.68K | <0.1% | – | – | History |
| CRHCRH Public Ltd Co | ADR | 43 | $1.71K | <0.1% | – | – | History |
| ORCLOracle Corp | Stock | 21 | $1.72K | <0.1% | – | – | History |
| QCOMQualcomm Inc | Stock | 16 | $1.76K | <0.1% | – | – | History |
| VTRSViatris Inc | Stock | 166 | $1.85K | <0.1% | – | – | History |
| LINLinde PLC | SHS | 6 | $1.96K | <0.1% | – | – | History |
| ELVElevance Health, Inc. | Stock | 4 | $2.05K | <0.1% | – | – | History |
| UNPUnion Pacific Corp | Stock | 10 | $2.07K | <0.1% | – | – | History |
| AZNAstraZeneca PLC | SPONSORED ADR | 31 | $2.10K | <0.1% | – | – | History |
| PSNYPolestar Automotive Holding UK PLC | ADS A | 400 | $2.12K | <0.1% | – | – | History |
| ACNAccenture plc | Stock | 8 | $2.13K | <0.1% | – | – | History |
| TMOThermo Fisher Scientific Inc. | Stock | 4 | $2.20K | <0.1% | – | – | History |
| Advisorshares Tr00768Y370 | GERBER KAWASAKI | 150 | $2.25K | <0.1% | – | – | – |
| NOKNokia Corp | SPONSORED ADR | 500 | $2.32K | <0.1% | – | – | History |
| RIORio Tinto PLC | ADR | 33 | $2.35K | <0.1% | – | – | History |
| SONYSony Group Corp | SPONSORED ADR | 32 | $2.44K | <0.1% | – | – | History |
| HOODRobinhood Markets, Inc. | Stock | 300 | $2.44K | <0.1% | – | – | History |
| DDDuPont de Nemours, Inc. | COM | 36 | $2.47K | <0.1% | – | – | History |
| BPBP PLC | ADR | 73 | $2.55K | <0.1% | – | – | History |
| SBUXStarbucks Corp | Stock | 26 | $2.58K | <0.1% | – | – | History |
| OTISOtis Worldwide Corp | Stock | 33 | $2.58K | <0.1% | – | – | History |
| Exscientia PLC30223G102 | ADS | 500 | $2.67K | <0.1% | – | – | – |
| ULUnilever PLC | SPON ADR NEW | 53 | $2.67K | <0.1% | – | – | History |
| TEVATeva Pharmaceutical Industries Ltd | SPONSORED ADS | 300 | $2.74K | <0.1% | – | – | History |
| CLColgate Palmolive Co | Stock | 35 | $2.74K | <0.1% | – | – | History |
| XPEVXpeng Inc. | ADS | 300 | $2.98K | <0.1% | – | – | History |
| MTTRMatterport, Inc. | COM CL A | 1,100 | $3.08K | <0.1% | – | – | History |
| WMTWalmart Inc. | Stock | 22 | $3.12K | <0.1% | – | – | History |
| INOInovio Pharmaceuticals, Inc. | COM NEW | 2,000 | $3.12K | <0.1% | – | – | History |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 63 | $3.25K | <0.1% | – | – | – |
| AVGOBroadcom Inc. | Stock | 6 | $3.35K | <0.1% | – | – | History |
| DOCUDocuSign, Inc. | Stock | 61 | $3.38K | <0.1% | – | – | History |
| BKRBaker Hughes Co | CL A | 115 | $3.40K | <0.1% | – | – | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 13 | $3.46K | <0.1% | – | – | – |
| SGOLabrdn Gold ETF Trust | ETF | 200 | $3.49K | <0.1% | – | – | History |
| DOWDow Inc. | Stock | 70 | $3.53K | <0.1% | – | – | History |
| TXTTextron Inc | COM | 50 | $3.54K | <0.1% | – | – | History |
| CTVACorteva, Inc. | Stock | 61 | $3.59K | <0.1% | – | – | History |
| OXYOccidental Petroleum Corp | Stock | 57 | $3.59K | <0.1% | – | – | History |
| AFLAflac Inc | Stock | 52 | $3.72K | <0.1% | – | – | History |
| AXPAmerican Express Co | Stock | 25 | $3.76K | <0.1% | – | – | History |
| SDCSmileDirectClub, Inc. | CL A COM | 11,705 | $4.12K | <0.1% | – | – | History |
| STXSeagate Technology Holdings plc | ORD SHS | 79 | $4.16K | <0.1% | – | – | History |
| MAMastercard Inc | Stock | 12 | $4.17K | <0.1% | – | – | History |
| CRMSalesforce, Inc. | Stock | 32 | $4.24K | <0.1% | – | – | History |
| MRNAModerna, Inc. | Stock | 24 | $4.31K | <0.1% | – | – | History |
| VVisa Inc. | Stock | 21 | $4.36K | <0.1% | – | – | History |
| INTCIntel Corp | Stock | 167 | $4.40K | <0.1% | – | – | History |
| WisdomTree Tr97717W315 | EMER MKT HIGH FD | 130 | $4.63K | <0.1% | – | – | – |
| ZGZillow Group, Inc. | CL A | 151 | $4.71K | <0.1% | – | – | History |
| ASMLASML Holding NV | ADR | 9 | $4.92K | <0.1% | – | – | History |
| BFLYButterfly Network, Inc. | COM CL A | 2,000 | $4.92K | <0.1% | – | – | History |
| BHPBHP Group Ltd | ADR | 81 | $5.03K | <0.1% | – | – | History |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 25 | $5.09K | <0.1% | – | – | – |
| NVONovo Nordisk A S | ADR | 38 | $5.14K | <0.1% | – | – | History |
| RNWReNew Energy Global plc | CL A SHS | 1,000 | $5.50K | <0.1% | – | – | History |
| AMEAmetek Inc | COM | 39 | $5.50K | <0.1% | – | – | History |
| DKNGDraftKings Inc. | Stock | 500 | $5.70K | <0.1% | – | – | History |
| METAMeta Platforms, Inc. | Stock | 48 | $5.78K | <0.1% | – | – | History |
| PKPark Hotels & Resorts Inc. | COM | 507 | $5.98K | <0.1% | – | – | History |
| iShares Tr464287234 | MSCI EMG MKT ETF | 159 | $6.03K | <0.1% | – | – | – |
| MDLZMondelez International, Inc. | Stock | 92 | $6.11K | <0.1% | – | – | History |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 100 | $6.16K | <0.1% | – | – | – |
| UPSUnited Parcel Service Inc | Stock | 37 | $6.46K | <0.1% | – | – | History |
| MROMarathon Oil Corp | COM | 246 | $6.66K | <0.1% | – | – | History |
| WECWec Energy Group, Inc. | Stock | 71 | $6.66K | <0.1% | – | – | History |
| SPDR Series Trust78468R408 | ST TERM HIGH ETF | 275 | $6.67K | <0.1% | – | – | – |
| KMBKimberly Clark Corp | Stock | 50 | $6.79K | <0.1% | – | – | History |
| TAT&T Inc. | Stock | 379 | $6.98K | <0.1% | – | – | History |
| MOAltria Group, Inc. | Stock | 155 | $7.08K | <0.1% | – | – | History |
| SEATVivid Seats Inc. | COM CL A | 1,000 | $7.30K | <0.1% | – | – | History |
| NEONeogenomics Inc | COM NEW | 800 | $7.39K | <0.1% | – | – | History |
| SOHOSotherly Hotels Inc. | COM | 4,282 | $7.75K | <0.1% | – | – | History |
| HESHess Corp | Stock | 57 | $8.08K | <0.1% | – | – | History |
| KOCoca Cola Co | Stock | 127 | $8.09K | <0.1% | – | – | History |
| PEBPebblebrook Hotel Trust | COM | 613 | $8.21K | <0.1% | – | – | History |
| iShares MSCI Eafe ETF464287465 | ETF | 130 | $8.53K | <0.1% | – | – | – |
| VLOValero Energy Corp | Stock | 72 | $9.07K | <0.1% | – | – | History |
| TXNTexas Instruments Inc | Stock | 57 | $9.37K | <0.1% | – | – | History |
| Vanguard Scottsdale FDS92206C714 | VNG RUS1000VAL | 144 | $9.59K | <0.1% | – | – | – |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 100 | $9.87K | <0.1% | – | – | – |
| ADSKAutodesk, Inc. | COM | 53 | $9.90K | <0.1% | – | – | History |
| CIVBCivista Bancshares, Inc. | COM NO PAR | 453 | $9.98K | <0.1% | – | – | History |
| AHRTAH Realty Trust, Inc. | COM | 880 | $10.1K | <0.1% | – | – | History |
| GTGoodyear Tire & Rubber Co | COM | 1,000 | $10.2K | <0.1% | – | – | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 139 | $10.4K | <0.1% | – | – | History |
| AFRMAffirm Holdings, Inc. | COM CL A | 1,100 | $10.6K | <0.1% | – | – | History |
| CLDTChatham Lodging Trust | COM | 871 | $10.7K | <0.1% | – | – | History |
| ProShares Tr74347B680 | S&P MDCP 400 DIV | 150 | $10.7K | <0.1% | – | – | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 96 | $10.9K | <0.1% | – | – | – |
| DHDefinitive Healthcare Corp. | CLASS A COM | 1,000 | $11.0K | <0.1% | – | – | History |
| GEGeneral Electric Co | Stock | 134 | $11.2K | <0.1% | – | – | History |
| SPGIS&P Global Inc. | Stock | 34 | $11.2K | <0.1% | – | – | History |
| LACLithium Americas Corp. | COM NEW | 600 | $11.4K | <0.1% | – | – | History |
| CIOCity Office REIT, Inc. | COM | 1,377 | $11.5K | <0.1% | – | – | History |
| TGTTarget Corp | Stock | 79 | $11.8K | <0.1% | – | – | History |
| Fidelity Covington Trust316092857 | MSCI RL EST ETF | 487 | $12.1K | <0.1% | – | – | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 267 | $13.4K | <0.1% | – | – | – |
| LLYEli Lilly & Co | Stock | 39 | $14.3K | <0.1% | – | – | History |
| MCDMcDonalds Corp | Stock | 54 | $14.4K | <0.1% | – | – | History |