Trueblood Wealth Management, LLC: 13F holdings
CIK 20053802026Q2
| Positions | 261 |
|---|
| Reported value | $286.5m |
|---|
| Filed | 2026-07-27 |
|---|
Change since last quarter
| Positions | 261 (+5 vs prior quarter) |
|---|
| Reported value | $286.5m (+12.0%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| JPM JPMORGAN CHASE & CO | 40,888 | $13.4m | 4.7% |
| AAPL APPLE INC | 34,596 | $10.0m | 3.5% |
| CAT CATERPILLAR INC | 5,559 | $5.9m | 2.1% |
| MSFT MICROSOFT CORP | 14,875 | $5.5m | 1.9% |
| RSP INVESCO EXCHANGE TRADED FD T | 25,273 | $5.4m | 1.9% |
| RDVI FIRST TR EXCHANGE-TRADED FD | 174,899 | $5.1m | 1.8% |
| NVDA NVIDIA CORPORATION | 25,372 | $5.1m | 1.8% |
| CGGO CAPITAL GROUP GBL GROWTH EQT | 99,349 | $4.2m | 1.5% |
| SDVY FIRST TR EXCHANGE TRADED FD | 97,335 | $4.2m | 1.5% |
| FTA FIRST TR EXCHANGE-TRADED ALP | 41,476 | $4.0m | 1.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2005380")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
Get a free API keySee history bundlesDownload free samples