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.
Stock Holdings Table Market Cap. of Under $50 Millions
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