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
$59.7B
$459 Million 0.19% of portfolio
1,214
Q1 2025 Reduced 28.17%
$24.2B
$466 Million 0.19% of portfolio
2,691
Q2 2025 Added 2.01%
$36B
$453 Million 0.19% of portfolio
7,867
Q1 2025 Added 1.12%
$347B
$447 Million 0.19% of portfolio
3,153
Q2 2025 Added 3.21%
$0
$466 Million 0.19% of portfolio
21,216
Q2 2025 Added 1.05%
$0
$421 Million 0.18% of portfolio
9,763
Q2 2025 Added 13.22%
Invesco Exchange Traded Fd T
-
$429 Million 0.18% of portfolio
-
Q2 2025 Added 6.89%
$0
$427 Million 0.18% of portfolio
4,390
Q2 2025 Added 0.05%
$0
$438 Million 0.18% of portfolio
3,292
Q2 2025 Added 0.15%
$199B
$439 Million 0.18% of portfolio
3,539
Q2 2025 Added 7.5%
$182B
$439 Million 0.18% of portfolio
5,161
Q2 2025 Added 0.66%
$10.4B
$433 Million 0.18% of portfolio
8,828
Q4 2024 Reduced 1.88%
$543B
$411 Million 0.17% of portfolio
307
Q4 2024 Added 0.66%
$13.1B
$403 Million 0.17% of portfolio
1,880
Q2 2025 Reduced 0.11%
$139B
$417 Million 0.17% of portfolio
1,811
Q2 2025 Added 0.22%
$0
$407 Million 0.17% of portfolio
737
Q1 2025 Added 16.61%
$0
$416 Million 0.17% of portfolio
1,491
Q2 2025 Added 11.1%
$48.4B
$395 Million 0.17% of portfolio
2,267
Q2 2025 Added 2.35%
$45.2B
$398 Million 0.17% of portfolio
2,739
Q2 2025 Reduced 0.51%
$63.3B
$404 Million 0.17% of portfolio
1,511
Q2 2025 Reduced 1.11%
$135B
$405 Million 0.17% of portfolio
1,739
Q2 2025 Reduced 1.14%
$180B
$382 Million 0.16% of portfolio
3,313
Q4 2024 Reduced 0.6%
$140B
$381 Million 0.16% of portfolio
1,428
Q2 2025 Reduced 0.63%
$60.9B
$378 Million 0.16% of portfolio
12,871
Q2 2025 Added 0.54%
$45.7B
$388 Million 0.16% of portfolio
4,957
Q2 2025 Added 0.16%
$21.3B
$380 Million 0.16% of portfolio
11,960
Q2 2025 Added 5.98%
$76.3B
$379 Million 0.16% of portfolio
6,033
Q2 2025 Added 27.01%
$0
$380 Million 0.16% of portfolio
6,705
Q2 2025 Added 10.32%
$0
$384 Million 0.16% of portfolio
5,623
Q2 2025 Added 12.37%
$0
$384 Million 0.16% of portfolio
4,130
Q2 2025 Added 7.41%
$73B
$348 Million 0.15% of portfolio
4,493
Q2 2025 Reduced 0.07%
$57B
$348 Million 0.15% of portfolio
1,233
Q2 2025 Reduced 4.34%
$21B
$363 Million 0.15% of portfolio
613
Q2 2025 Added 10.65%
$40.4B
$347 Million 0.15% of portfolio
2,691
Q2 2025 Added 0.07%
$184B
$360 Million 0.15% of portfolio
12,455
Q2 2025 Added 2.81%
$0
$348 Million 0.15% of portfolio
4,683
Q2 2025 Added 0.09%
$29.3B
$343 Million 0.14% of portfolio
6,628
Q2 2025 Added 0.24%
$0
$323 Million 0.14% of portfolio
13,166
Q2 2025 Reduced 0.49%
$0
$330 Million 0.14% of portfolio
3,624
Q2 2025 Added 0.14%
$50B
$327 Million 0.14% of portfolio
395
Q1 2025 Added 0.25%
$0
$338 Million 0.14% of portfolio
3,260
Q2 2025 Added 0.06%
$75.2B
$330 Million 0.14% of portfolio
1,335
Q1 2025 Reduced 7.23%
$16.7B
$310 Million 0.13% of portfolio
4,089
Q2 2025 Added 0.57%
$1.1B
$306 Million 0.13% of portfolio
5,450
Q2 2025 Added 0.11%
$319B
$300 Million 0.13% of portfolio
1,167
Q2 2025 Reduced 0.09%
$126B
$314 Million 0.13% of portfolio
1,497
Q2 2025 Added 21.71%
$0
$306 Million 0.13% of portfolio
16,987
Q2 2025 New
$82.2B
$306 Million 0.13% of portfolio
4,304
Q2 2025 Added 6.88%
$74.5B
$312 Million 0.13% of portfolio
2,338
Q2 2025 Added 5.46%

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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