True Wealth Design, LLC
True Wealth Design, LLC reported 2,655 positions worth $420.5M as of June 30, 2026 (13F filed July 16, 2026). Largest holding: DFAC (15.8%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | DFAC | SH | $66.5M | 15.81% | 1,498,581 | — | — | |
| ▸ 2 | BOXX | SH | $56.9M | 13.54% | 486,131 | — | — | |
| ▸ 3 | DFIC | SH | $42.3M | 10.07% | 1,136,103 | — | — | |
| ▸ 4 | DUHP | SH | $32.7M | 7.79% | 784,807 | — | — | |
| ▸ 5 | DFEV | SH | $29.6M | 7.05% | 694,242 | — | — | |
| ▸ 6 | TYA | SH | $19.0M | 4.53% | 1,490,531 | — | — | |
| ▸ 7 | DIHP | SH | $17.0M | 4.05% | 498,488 | — | — | |
| ▸ 8 | AVUV | SH | $13.3M | 3.16% | 106,378 | — | — | |
| ▸ 9 | MTBA | SH | $10.8M | 2.57% | 220,181 | — | — | |
| ▸ 10 | RFIX | SH | $6.6M | 1.57% | 168,484 | — | — |
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Frequently Asked Questions
What stocks does True Wealth Design, LLC hold as of Q2 2026?
True Wealth Design, LLC reported 2655 positions worth $420.5M in its Q2 2026 13F filing. Largest positions: DFAC (15.8%), BOXX (13.5%), DFIC (10.1%), DUHP (7.8%) and DFEV (7.0%).
What did True Wealth Design, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did True Wealth Design, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.