True Wealth Design, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists the firm's address as 700 Ghent Road Suite 100 in Akron, Ohio, and identifies Robert Brooks as the Senior Trader responsible for the report.
The report outlines a portfolio consisting of 1,739 individual equity positions. The largest holding in the portfolio is Apple Inc., with 9,528 shares. Alphabet Inc. Class A and Amazon.com Inc. follow with 3,544 and 4,206 shares, respectively. Other notable positions include shares in 1st Source Corp (24 shares), 3M Co (594 shares), and Adobe Inc. (317 shares).
The filing also includes a list of exchange-traded funds managed by American Century Investments, which comprise a significant portion of the portfolio. These include the American Century U.S. Small Cap Value ETF (109,008 shares), the American Century International Equity ETF (57,168 shares), and the American Century Emerging Market Value ETF (14,298 shares).
