True Wealth Design, LLC
All 13F Filings
- Location
- Akron, OH
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 420,455
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/16/2026 | 2,655 | 420,455 | 13F-HR | True Wealth Design, LLC |
| Q1 2026 | 4/13/2026 | 2,699 | 360,435 | 13F-HR | True Wealth Design, LLC |
| Q4 2025 | 1/8/2026 | 2,556 | 341,139 | 13F-HR | True Wealth Design, LLC |
| Q3 2025 | 10/21/2025 | 2,712 | 327,231 | 13F-HR | True Wealth Design, LLC |
| Q2 2025 | 8/6/2025 | 2,565 | 283,794 | 13F-HR | True Wealth Design, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 143.4 K | 34.1% | 18.09 K | 0 | 18.09 K |
| ETFs | 270.2 K | 64.3% | 42.11 K | 0 | 42.11 K |
| Debt | 6.589 K | 1.6% | 0 | 240 | -240 |
| Other | 164 | 0.0% | 63 | 0 | 63 |
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Fund Snapshot
Q2 2026
Latest filed
7/16/2026
Total value ($000)
420,455
Holdings
2655
QoQ value change ($000)
60,020
(16.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.