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