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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.41 Billion 0.59% of portfolio
51,946
Q2 2025 Added 6.03%
$0
$1.4 Billion 0.59% of portfolio
26,901
Q1 2025 Added 4.39%
$76.9B
$1.38 Billion 0.58% of portfolio
8,977
Q2 2025 Reduced 0.8%
$0
$1.37 Billion 0.57% of portfolio
16,368
Q2 2025 Added 11.84%
$0
$1.35 Billion 0.56% of portfolio
22,763
Q2 2025 Added 10.0%
$17.4B
$1.35 Billion 0.56% of portfolio
4,338
Q2 2025 Added 6.19%
$355B
$1.31 Billion 0.55% of portfolio
8,238
Q2 2025 Reduced 0.16%
$0
$1.29 Billion 0.54% of portfolio
32,690
Q2 2025 Added 10.35%
$0
$1.28 Billion 0.54% of portfolio
51,985
Q2 2025 Reduced 1.64%
$0
$1.26 Billion 0.53% of portfolio
22,209
Q2 2025 Reduced 1.37%
$236B
$1.28 Billion 0.53% of portfolio
4,011
Q2 2025 Added 3.0%
$408B
$1.22 Billion 0.51% of portfolio
6,568
Q2 2025 Added 4.15%
$19.1B
$1.21 Billion 0.5% of portfolio
5,412
Q2 2025 Added 6.64%
$499B
$1.19 Billion 0.5% of portfolio
7,801
Q2 2025 Reduced 4.48%
$0
$1.2 Billion 0.5% of portfolio
16,519
Q2 2025 Reduced 1.45%
$30.9B
$1.19 Billion 0.5% of portfolio
14,566
Q2 2025 Added 6.73%
$20.7B
$1.18 Billion 0.49% of portfolio
2,310
Q2 2025 Added 7.14%
$36.3B
$1.13 Billion 0.47% of portfolio
10,880
Q2 2025 Added 0.08%
$0
$1.12 Billion 0.47% of portfolio
18,624
Q2 2025 Added 5.21%
$249B
$1.13 Billion 0.47% of portfolio
3,846
Q2 2025 Added 5.6%
$0
$1.11 Billion 0.46% of portfolio
16,015
Q2 2025 Added 8.75%
$66.8B
$1.08 Billion 0.45% of portfolio
4,217
Q1 2025 Reduced 0.09%
$23.6B
$1.07 Billion 0.45% of portfolio
4,456
Q2 2025 Reduced 0.27%
$164B
$1.04 Billion 0.44% of portfolio
15,028
Q2 2025 Added 0.02%
$1.41T
$1.04 Billion 0.43% of portfolio
5,896
Q2 2025 Added 0.14%
$0
$1.01 Billion 0.42% of portfolio
15,481
Q4 2024 Added 1.26%
$285B
$1.01 Billion 0.42% of portfolio
4,251
Q2 2025 Added 7.08%
$86.2B
$982 Million 0.41% of portfolio
2,860
Q2 2025 Added 35.55%
$90.2B
$949 Million 0.4% of portfolio
5,713
Q2 2025 Added 1.6%
$0
$957 Million 0.4% of portfolio
15,426
Q2 2025 Added 10.53%
$76.1B
$933 Million 0.39% of portfolio
2,218
Q2 2025 Added 1.51%
-
$927 Million 0.39% of portfolio
-
Q2 2025 Added 2.74%
$0
$932 Million 0.39% of portfolio
4,554
Q2 2025 Added 8.56%
$84.8B
$919 Million 0.38% of portfolio
2,363
Q2 2025 Reduced 0.04%
$0
$911 Million 0.38% of portfolio
10,109
Q2 2025 Added 16.08%
$332B
$914 Million 0.38% of portfolio
2,931
Q2 2025 Reduced 33.58%
$232B
$915 Million 0.38% of portfolio
6,725
Q2 2025 Added 10.77%
$0
$913 Million 0.38% of portfolio
3,261
Q2 2025 Added 21.09%
$3.68B
$904 Million 0.38% of portfolio
11,043
Q2 2025 Added 0.05%
$163B
$904 Million 0.38% of portfolio
7,319
Q2 2025 Added 10.79%
$50.3B
$892 Million 0.37% of portfolio
49,209
Q2 2025 Added 247.03%
$0
$890 Million 0.37% of portfolio
14,190
Q2 2025 Added 1.65%
$242B
$885 Million 0.37% of portfolio
3,246
Q2 2025 Added 0.65%
$26.2B
$881 Million 0.37% of portfolio
20,981
Q2 2025 Added 102.85%
$45.1B
$870 Million 0.36% of portfolio
22,686
Q2 2025 Added 0.43%
$107B
$865 Million 0.36% of portfolio
9,416
Q2 2025 Reduced 2.25%
$1.59T
$852 Million 0.36% of portfolio
1,154
Q2 2025 Added 3.04%
$206B
$837 Million 0.35% of portfolio
2,064
Q2 2025 Reduced 5.88%
$290B
$844 Million 0.35% of portfolio
11,934
Q2 2025 Added 0.99%

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
Track This Portfolio

Track Trueblood Wealth Management, LLC Portfolio

Follow Trueblood Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Trueblood Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Trueblood Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email