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
$40B
$304 Million 0.13% of portfolio
4,465
Q4 2024 Reduced 0.89%
$0
$306 Million 0.13% of portfolio
1,416
Q2 2025 Added 0.14%
$0
$302 Million 0.13% of portfolio
6,000
Q2 2025 New
$9.57B
$287 Million 0.12% of portfolio
2,000
Q2 2024 New
$104B
$287 Million 0.12% of portfolio
1,314
Q2 2025 Added 0.23%
$29.5B
$298 Million 0.12% of portfolio
1,821
Q2 2025 Reduced 5.94%
$23.1B
$290 Million 0.12% of portfolio
4,565
Q2 2025 Added 0.07%
$182B
$265 Million 0.11% of portfolio
2,840
Q2 2025 New
$7.23B
$266 Million 0.11% of portfolio
252
Q3 2024 New
$94.1B
$256 Million 0.11% of portfolio
499
Q4 2024 New
$0
$256 Million 0.11% of portfolio
5,195
Q2 2025 Added 0.08%
$64.9B
$253 Million 0.11% of portfolio
2,402
Q1 2024 New
$13.2B
$253 Million 0.11% of portfolio
1,406
Q2 2025 Added 6.03%
$320B
$273 Million 0.11% of portfolio
2,407
Q2 2025 New
$14.7B
$265 Million 0.11% of portfolio
3,078
Q2 2025 Reduced 1.91%
$11.9B
$272 Million 0.11% of portfolio
1,822
Q1 2025 New
Perspective Therapeutics Inc
-
$238 Million 0.1% of portfolio
-
Q2 2025 Added 210.58%
$219B
$249 Million 0.1% of portfolio
1,704
Q2 2025 Added 2.9%
$83.6B
$240 Million 0.1% of portfolio
1,579
Q2 2025 Added 7.05%
$11.7B
$232 Million 0.1% of portfolio
2,364
Q4 2024 Reduced 1.38%
$383B
$244 Million 0.1% of portfolio
5,159
Q2 2025 Added 0.37%
$0
$229 Million 0.1% of portfolio
2,442
Q2 2025 Added 0.49%
$36.8B
$238 Million 0.1% of portfolio
1,368
Q2 2025 Added 0.44%
$0
$207 Million 0.09% of portfolio
1,910
Q2 2025 New
$0
$213 Million 0.09% of portfolio
2,362
Q2 2025 New
$15.4B
$213 Million 0.09% of portfolio
3,797
Q2 2025 Added 4.17%
$60.3B
$209 Million 0.09% of portfolio
917
Q1 2025 Added 5.16%
$177B
$203 Million 0.09% of portfolio
980
Q2 2025 New
$18B
$213 Million 0.09% of portfolio
2,564
Q2 2025 Added 0.35%
$17B
$214 Million 0.09% of portfolio
476
Q2 2025 Added 0.42%
Astera Labs Inc
-
$226 Million 0.09% of portfolio
-
Q2 2025 New
$0
$208 Million 0.09% of portfolio
1,882
Q2 2025 New
$60.7B
$218 Million 0.09% of portfolio
1,829
Q2 2025 Added 0.38%
$11.7B
$218 Million 0.09% of portfolio
2,100
Q2 2025 Reduced 4.33%
$0
$210 Million 0.09% of portfolio
2,200
Q2 2025 New
$86.8B
$219 Million 0.09% of portfolio
439
Q3 2024 New
$31.4B
$220 Million 0.09% of portfolio
3,506
Q1 2025 New
$122B
$210 Million 0.09% of portfolio
2,408
Q2 2025 Added 3.61%
$55.9B
$207 Million 0.09% of portfolio
1,537
Q2 2025 Reduced 1.6%
$0
$201 Million 0.08% of portfolio
1,435
Q2 2025 New
$0
$202 Million 0.08% of portfolio
1,758
Q2 2025 New
$40.6B
$202 Million 0.08% of portfolio
2,662
Q2 2025 Reduced 0.19%
$68.6B
$203 Million 0.08% of portfolio
4,489
Q2 2025 New
$293B
$201 Million 0.08% of portfolio
1,475
Q2 2025 New
$2.68B
$170 Million 0.07% of portfolio
18,970
Q2 2025 New
$0
$153 Million 0.06% of portfolio
11,742
Q4 2023 New
$361M
$142 Million 0.06% of portfolio
14,000
Q2 2024 New
$218M
$28.1 Million 0.01% of portfolio
40,000
Q2 2025 Added 100.0%

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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