True Wealth Design, LLC
Top Portfolio Positions
2,060 positions ·
$49,698,864 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
|
8,578 | $2,332,015 | 4.69% |
| NVDA |
Nvidia Corp
Technology
|
6,223 | $1,160,589 | 2.34% |
| MSFT |
Microsoft Corp
|
1,338 | $647,083 | 1.30% |
| CAT |
Caterpillar Inc
|
1,017 | $582,608 | 1.17% |
| AMZN |
Amazon Com Inc
|
2,414 | $557,199 | 1.12% |
| BWXT |
BWX Technologies, Inc.
|
3,093 | $534,594 | 1.08% |
| GOOGL |
Alphabet Inc.
|
1,617 | $506,121 | 1.02% |
| GE |
General Electric Co
|
1,369 | $421,693 | 0.85% |
| APH |
Amphenol Corp /De/
|
3,117 | $421,231 | 0.85% |
| WMT |
Walmart Inc.
|
3,585 | $399,404 | 0.80% |
Portfolio Trend
Holdings in TZOO
Export CSVShares Held
Position Value (USD)
2 of 2 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $7 | 1 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $176 | 18 | Shares | Sole | 2025-10-21 | |
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