SEC Form 13F

True Wealth Design, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-17
Reported value$420,455,088
Positions2,655

Largest disclosed positions

IssuerTickerClassReported valueReported amount
DIMENSIONAL ETF TRUSTDFACUS COR EQU 2 ETF$66,477,0371,498,581
EA SERIES TRUSTBOXXALPHA ARCH 1-3$56,921,044486,131
DIMENSIONAL ETF TRUSTDFICINTL CORE EQUITY$42,331,2111,136,103
DIMENSIONAL ETF TRUSTDUHPUS HIGH PROF ETF$32,749,991784,807
DIMENSIONAL ETF TRUSTDFEVEMERGING MKTS VA$29,621,282694,242
SIMPLIFY EXCHANGE TRADED FUNTYAINTMD TERM TRSRY$19,029,7611,490,531
DIMENSIONAL ETF TRUSTDIHPINTL HIGH PROFIT$17,010,912498,488
AMERICAN CENTY ETF TRAVUVUS SML CP VALU$13,271,703106,378
SIMPLIFY EXCHANGE TRADED FUNMTBAMBS ETF$10,804,282220,181
SIMPLIFY EXCHANGE TRADED FUNRFIXBOND BULL ETF$6,589,397168,484

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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