
TRUE WEALTH DESIGN, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
![]() | ADT | 14K | $125.06K |
![]() | PCG | 10K | $157.36K |
![]() | AAPL | 8K | $2.11M |
![]() | LYFT | 7K | $158.98K |
![]() | INTC | 7K | $239.20K |
![]() | NVDA | 6K | $1.15M |
![]() | T | 6K | $166.48K |
![]() | DVN | 6K | $204.82K |
![]() | WS | 6K | $171.25K |
![]() | LYG | 6K | $25.27K |
![]() | WOR | 5K | $302.53K |
![]() | NWSA | 5K | $152.32K |
![]() | WEN | 5K | $42.95K |
![]() | TXG | 5K | $53.00K |
![]() | SOHO | 4K | $3.47K |
![]() | FTI | 4K | $163.25K |
![]() | MFG | 4K | $27.66K |
![]() | KMI | 4K | $109.93K |
![]() | GM | 4K | $234.52K |
![]() | LPRO | 4K | $7.87K |

ADT Inc.
ADT
Shares Held
14K
Value
$125.06K

Pacific Gas & Electric Co.
PCG
Shares Held
10K
Value
$157.36K

Apple Inc.
AAPL
Shares Held
8K
Value
$2.11M

Lyft, Inc.
LYFT
Shares Held
7K
Value
$158.98K

Intel Corporation
INTC
Shares Held
7K
Value
$239.20K

NVIDIA Corporation
NVDA
Shares Held
6K
Value
$1.15M

AT&T Inc.
T
Shares Held
6K
Value
$166.48K

Devon Energy Corporation
DVN
Shares Held
6K
Value
$204.82K

Worthington Steel, Inc.
WS
Shares Held
6K
Value
$171.25K

Lloyds Banking Group plc
LYG
Shares Held
6K
Value
$25.27K

Worthington Industries, Inc.
WOR
Shares Held
5K
Value
$302.53K

News Corporation
NWSA
Shares Held
5K
Value
$152.32K

The Wendy's Company
WEN
Shares Held
5K
Value
$42.95K

10x Genomics, Inc.
TXG
Shares Held
5K
Value
$53.00K

Sotherly Hotels Inc.
SOHO
Shares Held
4K
Value
$3.47K

TechnipFMC plc
FTI
Shares Held
4K
Value
$163.25K

Mizuho Financial Group, Inc.
MFG
Shares Held
4K
Value
$27.66K

Kinder Morgan, Inc.
KMI
Shares Held
4K
Value
$109.93K

General Motors Company
GM
Shares Held
4K
Value
$234.52K

Open Lending Corporation
LPRO
Shares Held
4K
Value
$7.87K
