Arkolith/Funds/True Wealth Design, LLC

True Wealth Design, LLC

CIK 1966033Wealth platform
Holdings as of Jun 30, 2026·disclosed Jul 16, 2026·~16-day 13F lag·13F-HR
Active Filer

True Wealth Design, LLC holds a focused book of 2655 stocks worth $420.5M as of Q2 2026 (disclosed Jul 16, 2026, a ~45-day 13F lag). This quarter they opened Pimco Senior Loan Active ETF and trimmed Alpha Architect 1-3 MNTH Box. Their largest long position is Dimensional US Core Equity 2 at 16% of the equity book.

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holdings, largest changes, and filing provenance.
Opened
873
new positions
Added to
1,255
existing
Trimmed
764
reduced
Sold out
295
exited

Concentration

Top-heavy: focused book

Top 5 holdings
54%
Top 10 holdings
70%
Top 20 holdings
78%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

20% mapped to company sectors

ETF / fund or unclassified
80%
Information Technology
6%
Industrials
4%
Financials
3%
Health Care
2%
Consumer Discretionary
2%
Materials
1%
Utilities
1%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

2,655 positions
#SecurityValueShares% PortLast moveHistory
1Dimensional ETF Trust
US COR EQU 2 ETF
$66.5M1.50M
15.8%
+7.0%
Added · +98K sh
2Ea Series Trust
ALPHA ARCH 1-3
$56.9M486.1K
13.5%
−2.2%
Reduced · −11K sh
3Dimensional ETF Trust
INTL CORE EQUITY
$42.3M1.14M
10.1%
+6.9%
Added · +74K sh
4Dimensional ETF Trust
US HIGH PROF ETF
$32.7M784.8K
7.8%
+8.8%
Added · +64K sh
5Dimensional ETF Trust
EMERGING MKTS VA
$29.6M694.2K
7.0%
−1.0%
Reduced · −7K sh
6Simplify Exchange Traded Fun
INTMD TERM TRSRY
$19.0M1.49M
4.5%
+65%
Added · +588K sh
7Dimensional ETF Trust
INTL HIGH PROFIT
$17.0M498.5K
4.0%
+8.6%
Added · +39K sh
8American Centy ETF TR
US SML CP VALU
$13.3M106.4K
3.2%
+11%
Added · +10K sh
9Simplify Exchange Traded Fun
MBS ETF
$10.8M220.2K
2.6%
−4.2%
Reduced · −10K sh
10Simplify Exchange Traded Fun
BOND BULL ETF
$6.6M168.5K
1.6%
−0.2%
Reduced · −308 sh
11American Centy ETF TR
INTL EQT ETF
$5.3M59.7K
1.3%
−1.1%
Reduced · −700 sh
12American Centy ETF TR
US EQT ETF
$5.2M40.7K
1.2%
−5.9%
Reduced · −3K sh
13Pimco ETF TR
MTG BKD SECS ACT
$4.9M98.5K
1.2%
+308%
Added · +74K sh
14Dimensional ETF Trust
US EQUI MARK ETF
$2.9M35.5K
0.7%
−0.8%
Reduced · −294 sh
15Dimensional ETF Trust
US TARGETED VLU
$2.8M40.1K
0.7%
−3.5%
Reduced · −1K sh
16Vanguard Index FDS
TOTAL STK MKT
$2.7M7.3K
0.6%
−1.8%
Reduced · −131 sh
17Apple Inc
COM
$2.7M9.2K
0.6%
−0.7%
Reduced · −62 sh
18Pimco ETF TR
MULTISECTOR BD
$2.3M86.7K
0.5%
+17%
Added · +13K sh
19Dimensional ETF Trust
US SMALL CAP ETF
$2.3M58.6K
0.5%
−4.9%
Reduced · −3K sh
20American Centy ETF TR
AVAN U S QUA ETF
$1.8M26.9K
0.4%
−3.3%
Reduced · −920 sh
21Nvidia Corporation
COM
$1.6M7.9K
0.4%
+3.4%
Added · +260 sh
22T Rowe Price Exchange-Traded
FLOATING RATE
$1.4M27.8K
0.3%
−26%
Reduced · −10K sh
23Alphabet Inc
CAP STK CL A
$1.3M3.7K
0.3%
−7.7%
Reduced · −307 sh
24Micron Technology Inc
COM
$1.1M957
0.3%
+6.8%
Added · +61 sh
25American Centy ETF TR
EMERGING MKT VAL
$1.1M16.1K
0.3%
−0.9%
Reduced · −150 sh
26Caterpillar Inc
COM
$1.0M980
0.2%
−3.6%
Reduced · −37 sh
27Microsoft Corp
COM
$897K2.4K
0.2%
+25%
Added · +480 sh
28Amazon Com Inc
COM
$890K3.7K
0.2%
+17%
Added · +541 sh
29Ishares TR
CORE S&P500 ETF
$837K1.1K
0.2%
Held
30Comfort Sys USA Inc
COM
$789K398
0.2%
−11%
Reduced · −49 sh
31JPMorgan Chase & Co
COM
$656K2.0K
0.2%
−9.0%
Reduced · −198 sh
32McDonalds Corp
COM
$613K2.3K
0.1%
−1.3%
Reduced · −31 sh
33BWX Technologies Inc
COM
$603K3.1K
0.1%
−0.6%
Reduced · −19 sh
34Ge Aerospace
COM NEW
$590K1.6K
0.1%
−2.6%
Reduced · −42 sh
35Dimensional ETF Trust
EMERGING MKTS CO
$587K14.4K
0.1%
−2.4%
Reduced · −357 sh
36Western Digital Corp
COM
$559K875
0.1%
+5.3%
Added · +44 sh
37Pimco ETF TR
SR LN ACTIVE ETF
$546K11.1K
0.1%
New
New position
38Intel Corp
COM
$541K3.9K
0.1%
−31%
Reduced · −2K sh
39Johnson & Johnson
COM
$504K2.0K
0.1%
−14%
Reduced · −320 sh
40Broadcom Inc
COM
$500K1.3K
0.1%
−2.0%
Reduced · −27 sh
41Hunt J B Trans Svcs Inc
COM
$494K1.7K
0.1%
+11%
Added · +169 sh
42Eli Lilly & Co
COM
$476K397
0.1%
−8.3%
Reduced · −36 sh
43Amphenol Corp
CL A
$475K2.7K
0.1%
−20%
Reduced · −656 sh
44Dimensional ETF Trust
US SUSTAINABILTY
$474K10.2K
0.1%
−1.6%
Reduced · −169 sh
45Centene Corp Del
COM
$456K7.1K
0.1%
−15%
Reduced · −1K sh
46Bristol-Myers Squibb Co
COM
$449K7.8K
0.1%
+2.2%
Added · +165 sh
47Citigroup Inc
COM NEW
$426K3.0K
0.1%
+4.5%
Added · +131 sh
48NextEra Energy Inc
COM
$414K4.7K
0.1%
−2.7%
Reduced · −131 sh
49Seagate Technology HLDNGS PL
ORD SHS
$400K414
0.1%
+10%
Added · +38 sh
50Alphabet Inc
CAP STK CL C
$395K1.1K
0.1%
+2.9%
Added · +32 sh
Showing 50 of 2,655 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 16, 20262,656$420.5M13F-HR
Q1 2026Mar 31, 2026Apr 13, 20262,699$360.4M13F-HR
Q4 2025Dec 31, 2025Jan 8, 20262,556$341.1M13F-HR
Q3 2025Sep 30, 2025Oct 21, 20252,712$327.2M13F-HR
Q2 2025Jun 30, 2025Aug 6, 20252,565$283.8M13F-HR
Q1 2025Mar 31, 2025May 13, 20252,650$262.5M13F-HR
Q4 2024Dec 31, 2024Feb 14, 20251,350$257.7M13F-HR
Q3 2024Sep 30, 2024Nov 14, 20241,274$256.1M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.