True Wealth Design
$420M 13F equity value
2,951 Holdings
Quarter ended June 30, 2026
The latest 13F on file for True Wealth Design covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 1,498,581 | $66M | 15.8% |
| BOXX | EA SERIES TRUST | 486,131 | $57M | 13.5% |
| DFIC | DIMENSIONAL ETF TRUST | 1,136,103 | $42M | 10.1% |
| DUHP | DIMENSIONAL ETF TRUST | 784,807 | $33M | 7.8% |
| DFEV | DIMENSIONAL ETF TRUST | 694,242 | $30M | 7.0% |
| TYA | SIMPLIFY EXCHANGE TRADED FUN | 1,490,531 | $19M | 4.5% |
| DIHP | DIMENSIONAL ETF TRUST | 498,488 | $17M | 4.0% |
| AVUV | AMERICAN CENTY ETF TR | 106,378 | $13M | 3.2% |
| MTBA | SIMPLIFY EXCHANGE TRADED FUN | 220,181 | $11M | 2.6% |
| RFIX | SIMPLIFY EXCHANGE TRADED FUN | 168,484 | $7M | 1.6% |
Track True Wealth Design's 13F portfolio: $420M in reported holdings, 2,951 positions. Top holdings and quarterly changes on SentiSense.
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