Trueblood Wealth Management, LLC Portfolio Holdings

Trueblood Wealth Management, LLC

  • $239 Billion
  • Q2 2025

Trueblood Wealth Management, LLC has filed its 13F form on July 22, 2025 for Q2 2025 where it was disclosed a total value porftolio of $239 Billion distributed in 249 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Jpmorgan Chase & CO with a value of $13B, Apple Inc. with a value of $7.29B, Microsoft Corp with a value of $7.28B, Invesco S&P 500 Equal Weight E with a value of $3.78B, and First Tr Exc Tr Fd Iv Cboe Vst with a value of $3.22B.

Examining the 13F form we can see an increase of $23.6B in the current position value, from $216B to 239B.

Trueblood Wealth Management, LLC is based out at Lima, OH

Below you can find more details about Trueblood Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $239 Billion
ETFs: $56.5 Billion
Technology: $45.5 Billion
Financial Services: $39.1 Billion
Industrials: $25 Billion
Healthcare: $14 Billion
Energy: $11.6 Billion
Consumer Cyclical: $11.3 Billion
Consumer Defensive: $9.32 Billion
Other: $14.3 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$906B
$13 Billion 5.43% of portfolio
44,793
Q2 2025 Reduced 3.53%
$3.8T
$7.29 Billion 3.05% of portfolio
35,553
Q2 2025 Added 0.12%
$3.84T
$7.28 Billion 3.04% of portfolio
14,637
Q2 2025 Added 2.64%
-
$3.22 Billion 1.35% of portfolio
-
Q2 2025 Added 5.6%
$60.9B
$3.2 Billion 1.34% of portfolio
9,990
Q2 2025 Added 1.86%
$443B
$3.16 Billion 1.32% of portfolio
20,024
Q2 2025 Added 4.61%
$815B
$3.06 Billion 1.28% of portfolio
14,013
Q2 2025 Added 2.67%
$150B
$2.75 Billion 1.15% of portfolio
9,192
Q2 2025 Reduced 0.94%
$72.1B
$2.66 Billion 1.11% of portfolio
10,785
Q2 2025 Added 2.74%
$24.7B
$2.64 Billion 1.1% of portfolio
17,702
Q2 2025 Added 0.01%
$230B
$2.3 Billion 0.96% of portfolio
5,914
Q2 2025 Reduced 12.85%
$308B
$2.14 Billion 0.9% of portfolio
14,955
Q2 2025 Reduced 0.45%
$25.7B
$2.12 Billion 0.89% of portfolio
19,165
Q2 2025 Added 2.55%
$281B
$2.1 Billion 0.88% of portfolio
21,519
Q2 2025 Added 2.94%
$2.36T
$2.02 Billion 0.85% of portfolio
9,215
Q2 2025 Added 1.72%
$181B
$1.97 Billion 0.82% of portfolio
12,339
Q2 2025 Added 4.74%
$126B
$1.95 Billion 0.81% of portfolio
8,184
Q2 2025 Reduced 16.69%
$12.8B
$1.84 Billion 0.77% of portfolio
4,157
Q2 2025 Added 4.08%
$51.2B
$1.79 Billion 0.75% of portfolio
24,525
Q2 2025 Added 4.47%
$121B
$1.76 Billion 0.74% of portfolio
5,716
Q2 2025 Added 2.31%
$143B
$1.72 Billion 0.72% of portfolio
4,358
Q2 2025 Added 8.35%
$38.6B
$1.71 Billion 0.71% of portfolio
7,029
Q2 2025 Reduced 0.01%
$554B
$1.68 Billion 0.7% of portfolio
4,724
Q2 2025 Added 19.38%
$147B
$1.68 Billion 0.7% of portfolio
6,110
Q2 2025 Added 0.88%
$425B
$1.65 Billion 0.69% of portfolio
1,662
Q2 2025 Added 4.07%
$184B
$1.61 Billion 0.67% of portfolio
2,045
Q2 2025 Added 5.41%
$269B
$1.61 Billion 0.67% of portfolio
2,269
Q2 2025 Added 15.18%
$644B
$1.58 Billion 0.66% of portfolio
3,253
Q2 2025 Added 5.72%
$222B
$1.55 Billion 0.65% of portfolio
5,305
Q2 2025 Added 0.15%
$6.62B
$1.53 Billion 0.64% of portfolio
29,084
Q2 2025 Reduced 0.31%
$468B
$1.52 Billion 0.63% of portfolio
14,074
Q2 2025 Added 0.46%
$1.36T
$1.51 Billion 0.63% of portfolio
6,655
Q2 2025 Added 0.21%
$114B
$1.51 Billion 0.63% of portfolio
5,219
Q2 2025 Added 4.57%
$124B
$1.46 Billion 0.61% of portfolio
10,966
Q2 2025 Added 0.11%
$70.9B
$1.44 Billion 0.6% of portfolio
14,546
Q2 2025 Added 10.28%
$78.3B
$1.38 Billion 0.58% of portfolio
8,977
Q2 2025 Reduced 0.8%
$18.1B
$1.35 Billion 0.56% of portfolio
4,338
Q2 2025 Added 6.19%
$372B
$1.31 Billion 0.55% of portfolio
8,238
Q2 2025 Reduced 0.16%
$245B
$1.28 Billion 0.53% of portfolio
4,011
Q2 2025 Added 3.0%
$385B
$1.22 Billion 0.51% of portfolio
6,568
Q2 2025 Added 4.15%
$20.3B
$1.21 Billion 0.5% of portfolio
5,412
Q2 2025 Added 6.64%
$464B
$1.19 Billion 0.5% of portfolio
7,801
Q2 2025 Reduced 4.48%
$32.4B
$1.19 Billion 0.5% of portfolio
14,566
Q2 2025 Added 6.73%
$45.6B
$1.18 Billion 0.49% of portfolio
13,191
Q2 2025 Added 0.08%
$20.7B
$1.18 Billion 0.49% of portfolio
2,310
Q2 2025 Added 7.14%
$35B
$1.13 Billion 0.47% of portfolio
10,880
Q2 2025 Added 0.08%
$230B
$1.13 Billion 0.47% of portfolio
3,846
Q2 2025 Added 5.6%
$64.2B
$1.08 Billion 0.45% of portfolio
4,217
Q1 2025 Reduced 0.09%
$24.8B
$1.07 Billion 0.45% of portfolio
4,456
Q2 2025 Reduced 0.27%

Summary

  • Portfolio
  • No. of Stocks 249
  • Current Value $239 Billion
  • Prior Value $216 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 22, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 16 stocks
  • Additional Purchases 165 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 41 stocks
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