TRUE WEALTH DESIGN, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | GM | 4K | $312.84K |
 | C | 3K | $321.48K |
 | G | 2K | $114.75K |
 | RHI | 2K | $52.26K |
 | STLA | 1K | $15.62K |
 | TOL | 1K | $165.51K |
 | TFX | 871 | $106.24K |
 | A | 847 | $115.25K |
 | CRH | 777 | $96.97K |
 | JPM | 625 | $201.39K |
 | Q | 594 | $48.50K |
 | UL | 564 | $36.89K |
 | PHM | 336 | $39.40K |
 | ARW | 336 | $37.02K |
 | DHI | 327 | $47.06K |
 | SCHW | 268 | $26.78K |
 | OSK | 246 | $30.91K |
 | UNP | 207 | $47.88K |
 | SLB | 169 | $6.49K |
 | LEA | 84 | $9.63K |
General Motors Company
GM
Shares Held
4K
Value
$312.84K
Citigroup Inc.
C
Shares Held
3K
Value
$321.48K
Genpact Limited
G
Shares Held
2K
Value
$114.75K
Robert Half International Inc.
RHI
Shares Held
2K
Value
$52.26K
Stellantis N.V.
STLA
Shares Held
1K
Value
$15.62K
Toll Brothers, Inc.
TOL
Shares Held
1K
Value
$165.51K
Teleflex Incorporated
TFX
Shares Held
871
Value
$106.24K
Agilent Technologies, Inc.
A
Shares Held
847
Value
$115.25K
CRH plc
CRH
Shares Held
777
Value
$96.97K
JPMorgan Chase & Co.
JPM
Shares Held
625
Value
$201.39K
Qnity Electronics, Inc.
Q
Shares Held
594
Value
$48.50K
Unilever PLC
UL
Shares Held
564
Value
$36.89K
PulteGroup, Inc.
PHM
Shares Held
336
Value
$39.40K
Arrow Electronics, Inc.
ARW
Shares Held
336
Value
$37.02K
D.R. Horton, Inc.
DHI
Shares Held
327
Value
$47.06K
The Charles Schwab Corporation
SCHW
Shares Held
268
Value
$26.78K
Oshkosh Corporation
OSK
Shares Held
246
Value
$30.91K
Union Pacific Corporation
UNP
Shares Held
207
Value
$47.88K
SLB N.V.
SLB
Shares Held
169
Value
$6.49K
Lear Corporation
LEA
Shares Held
84
Value
$9.63K