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
$51.5B
$813 Million 0.34% of portfolio
2,484
Q2 2025 Added 18.97%
$0
$800 Million 0.33% of portfolio
9,432
Q2 2025 Added 0.01%
$1.18T
$778 Million 0.33% of portfolio
4,387
Q2 2025 Added 0.09%
$0
$771 Million 0.32% of portfolio
3,207
Q2 2025 Added 8.09%
$0
$775 Million 0.32% of portfolio
17,340
Q2 2025 Added 0.41%
$0
$750 Million 0.31% of portfolio
9,208
Q2 2025 Added 5.9%
$122B
$743 Million 0.31% of portfolio
8,285
Q2 2025 Added 0.15%
$53.2B
$745 Million 0.31% of portfolio
716
Q2 2025 Added 7.19%
$173B
$731 Million 0.31% of portfolio
1,386
Q2 2025 Added 0.07%
$69.8B
$748 Million 0.31% of portfolio
6,258
Q2 2025 Reduced 0.82%
$537B
$696 Million 0.29% of portfolio
1,239
Q2 2025 Reduced 0.08%
$153B
$696 Million 0.29% of portfolio
1,951
Q2 2025 Added 2.47%
$173B
$695 Million 0.29% of portfolio
1,279
Q1 2025 Added 12.99%
$56B
$698 Million 0.29% of portfolio
6,730
Q1 2025 Reduced 1.46%
$199B
$675 Million 0.28% of portfolio
5,111
Q2 2025 Reduced 0.56%
$110B
$681 Million 0.28% of portfolio
1,471
Q2 2025 Added 3.81%
$765B
$653 Million 0.27% of portfolio
838
Q2 2025 Added 0.84%
$213B
$645 Million 0.27% of portfolio
8,143
Q2 2025 Reduced 5.73%
$181B
$637 Million 0.27% of portfolio
14,711
Q2 2025 Added 1.39%
$148B
$640 Million 0.27% of portfolio
3,239
Q2 2025 Added 0.12%
$155B
$652 Million 0.27% of portfolio
1,281
Q2 2025 Added 0.16%
$964B
$653 Million 0.27% of portfolio
2,055
Q2 2025 Added 5.12%
$0
$623 Million 0.26% of portfolio
14,696
Q2 2025 Added 0.29%
$0
$616 Million 0.26% of portfolio
5,635
Q2 2025 Added 8.89%
$126B
$629 Million 0.26% of portfolio
4,204
Q2 2025 Added 5.5%
$96.2B
$598 Million 0.25% of portfolio
8,873
Q2 2025 Added 0.77%
$0
$589 Million 0.25% of portfolio
16,580
Q2 2025 Added 9.64%
$201B
$599 Million 0.25% of portfolio
583
Q2 2025 Added 1.04%
$0
$572 Million 0.24% of portfolio
27,307
Q2 2025 Added 0.46%
$0
$543 Million 0.23% of portfolio
8,586
Q2 2025 Reduced 0.31%
$29.4B
$543 Million 0.23% of portfolio
2,490
Q2 2025 Added 0.04%
$18.2B
$553 Million 0.23% of portfolio
7,528
Q2 2025 New
$241B
$526 Million 0.22% of portfolio
3,732
Q2 2025 Added 7.99%
$99.3B
$523 Million 0.22% of portfolio
1,026
Q2 2025 Added 42.7%
$99.6B
$531 Million 0.22% of portfolio
1,927
Q2 2025 Added 0.26%
$60.2B
$524 Million 0.22% of portfolio
2,560
Q1 2025 Added 5.61%
$86.3B
$496 Million 0.21% of portfolio
1,701
Q2 2025 Reduced 0.7%
$92.2B
$497 Million 0.21% of portfolio
4,216
Q2 2025 Added 0.09%
$93.7B
$503 Million 0.21% of portfolio
720
Q2 2025 Added 8.43%
$41.2B
$495 Million 0.21% of portfolio
1,489
Q2 2025 Reduced 1.91%
$79.5B
$505 Million 0.21% of portfolio
2,930
Q2 2025 Added 4.61%
$250B
$482 Million 0.2% of portfolio
2,645
Q2 2025 Added 9.12%
$0
$479 Million 0.2% of portfolio
3,053
Q2 2025 Added 8.19%
$51.6B
$479 Million 0.2% of portfolio
9,295
Q2 2025 Added 1.64%
$128B
$475 Million 0.2% of portfolio
530
Q2 2025 Added 0.19%
$280B
$488 Million 0.2% of portfolio
7,040
Q3 2024 Reduced 15.19%
First Tr Exch Traded Fd Iii
-
$481 Million 0.2% of portfolio
-
Q2 2025 Added 7.51%
$152B
$465 Million 0.19% of portfolio
4,329
Q2 2025 Added 0.19%
$0
$453 Million 0.19% of portfolio
8,658
Q2 2025 Reduced 0.67%

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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