True Wealth Design
True Wealth Design reported 2,585 stocks worth $426M in its 13F filing for Q3 2026, filed Oct 13, 2026. Its largest holdings are Dimensional ETF Trust (15.3%), BOXX (13.1%) and DFIC (10.2%). Compared with Q2 2026, the fund opened new positions in DUHP, TUA and DFSV, added to DFIC, DIHP and AVUV, trimmed BOXX, MTBA and AVDE and sold out of TYA, RFIX and XOM.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | $65.3M | 15.3% | 1.5M | −28K (−2%) | 8 of 8 | |
| 2 |  BOXX EA Series Trust | $55.8M | 13.1% | 471K | −15K (−3%) | 8 of 8 | |
| 3 |  DFIC Dimensional Intern Core | $43.3M | 10.2% | 1.2M | +16K (+1%) | 8 of 8 | |
| 4 |  DUHP Dfa Invt Dimensions Group in | $33.5M | 7.9% | 790K | New position | 1 of 8 | |
| 5 |  DFEV Dimensional ETF Trust | $29.4M | 6.9% | 694K | No change | 8 of 8 | |
| 6 |  TUA Simplify Exchange Traded Fun | $25.7M | 6.0% | 1.4M | New position | 1 of 8 | |
| 7 |  DIHP Dimensional Intern High | $16.9M | 4.0% | 501K | +2,539 (+1%) | 8 of 8 | |
| 8 |  AVUV American Centy ETF TR | $12.8M | 3.0% | 109K | +2,630 (+2%) | 8 of 8 | |
| 9 |  MTBA Simplify Mbs ETF | $8.7M | 2.0% | 186K | −34K (−15%) | 6 of 8 | |
| 10 |  PMBS Pimco ETF TR | $7M | 1.6% | 151K | +53K (+54%) | 3 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
DIMENSIONAL ETF TRUST | $32.7M | 785K |
 TYA Simplify Exchange Traded Fun | $19M | 1.5M |
 RFIX Simplify Exchange Traded Fun | $6.6M | 168K |
DIMENSIONAL ETF TRUST | $2.3M | 59K |
JANUS HENDERSON GROUP PLC | $112K | 2,150 |
🔒 Free account: see all 30.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 13, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
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All hedge fund holdings →True Wealth Design 13F FAQ
What does True Wealth Design own?
True Wealth Design reported 2,585 stocks worth $426M in its 13F filing for Q3 2026, filed Oct 13, 2026. Its largest holdings are Dimensional ETF Trust (15.3%), BOXX (13.1%) and DFIC (10.2%). The table above lists every position in the filing (the top 10 without an account).
What did True Wealth Design buy and sell in Q3 2026?
Compared with Q2 2026: 184 new positions, 1,053 added to, 755 trimmed and 254 sold out. New positions include DUHP, TUA and DFSV. It sold all of TYA, RFIX and XOM.
When will True Wealth Design file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is True Wealth Design's portfolio worth?
The Q3 2026 filing reports $426M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.