True Wealth Design, LLC

Business address
700 Ghent Road, Suite 100, Akron, OH, 44333
Top securities (13F)
DFAC, BOXX, DFIC, DUHP, DFEV, DIHP, MTBA, TYA, AVUV, RFIX, AVDE, AVUS, DFUS, DFAT, VTI, TFLR, AAPL, DFSV, PYLD, and AVUQ
State of incorporation
OH
Fiscal year end
December 31
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True Wealth Design, LLC has filed 13 SEC EDGAR filings since 15 Feb 2023

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 21 Oct 2025 30 Sep 2025 028-23114
N-PX Open Document Open Filing 23 Sep 2025 30 Jun 2025 028-23114
13F-HR Open Document Open Filing 06 Aug 2025 30 Jun 2025 028-23114
13F-HR Open Document Open Filing 13 May 2025 31 Mar 2025 028-23114
13F-HR Open Document Open Filing 14 Feb 2025 31 Dec 2024 028-23114
13F-HR Open Document Open Filing 14 Nov 2024 30 Sep 2024 028-23114
13F-HR Open Document Open Filing 14 Aug 2024 30 Jun 2024 028-23114
13F-HR Open Document Open Filing 14 May 2024 31 Mar 2024 028-23114
13F-HR Open Document Open Filing 14 Feb 2024 31 Dec 2023 028-23114
13F-HR Open Document Open Filing 13 Nov 2023 30 Sep 2023 028-23114
13F-HR Open Document Open Filing 14 Aug 2023 30 Jun 2023 028-23114
13F-HR Open Document Open Filing 12 May 2023 31 Mar 2023 028-23114
13F-HR Open Document Open Filing 15 Feb 2023 31 Dec 2022 028-23114