True Wealth Design, LLC
Annual return '25
+44.3%
SPY '25
+17.7%
Alpha
+26.6ptsvs SPY
Invested
$360.4M
Holdings
2,697
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$BOXX
EA SERIES TRUST
Held since at least Q1 2024
16.0%
02
$DFAC
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
15.1%
03
$DFIC
DIMENSIONAL ETF TRUST
Q1 2026: Increased +1033.6% (12.9k → 146.5k shares)
10.5%
04
$DUHP
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
7.4%
05
$DFEV
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
7.0%
06
$DIHP
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
4.1%
07
$TYA
SIMPLIFY EXCHANGE TRADED FUN
Held since at least Q1 2024
3.3%
08
$MTBA
SIMPLIFY EXCHANGE TRADED FUN
Held since at least Q1 2024
3.2%
09
$AVUV
AMERICAN CENTY ETF TR
Held since at least Q1 2024
2.9%
10
$RFIX
SIMPLIFY EXCHANGE TRADED FUN
Held since at least Q1 2024
1.9%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:24 UTC.