Holdings
True Wealth Design, LLC
As of Sep 30, 2026, True Wealth Design, LLC reported 2,327 positions worth US$84.1M. Largest: Apple Inc, Nvidia Corporation and Alphabet Inc (google) Class C. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 9,528 | US$3.17M | +351 | Sep 30, 2026 |
| Nvidia Corporation | 9,032 | US$2.06M | +1,128 | Sep 30, 2026 |
| Alphabet Inc (google) Class C | 4,797 | US$1.65M | +27 | Sep 30, 2026 |
| Microsoft Corp. | 2,399 | US$1.23M | −6 | Sep 30, 2026 |
| Amazon.com, Inc. | 4,206 | US$1.05M | +472 | Sep 30, 2026 |
| Micron Technology, Inc. | 853 | US$909K | −104 | Sep 30, 2026 |
| Caterpillar, Inc. | 866 | US$702K | −114 | Sep 30, 2026 |
| Jp Morgan Chase & Co. | 2,117 | US$700K | +113 | Sep 30, 2026 |
| Intel Corporation | 4,549 | US$547K | +678 | Sep 30, 2026 |
| Comfort Systems Usa, Inc. | 326 | US$539K | −72 | Sep 30, 2026 |