Three Cord True Wealth Management, LLC Portfolio Holdings

Three Cord True Wealth Management, LLC

  • $148 Billion
  • Q3 2025

Three Cord True Wealth Management, LLC has filed its 13F form on November 04, 2025 for Q3 2025 where it was disclosed a total value porftolio of $148 Billion distributed in 32 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio with a value of $25.6B, Columbia ETF Tr I with a value of $21.6B, American Centy ETF Tr Avantis with a value of $18.3B, Janus Detroit Str Tr Janus Hen with a value of $16.7B, and First Tr Mid Cap Core Alphadex with a value of $15B.

Examining the 13F form we can see an increase of $13.8B in the current position value, from $134B to 148B.

Three Cord True Wealth Management, LLC is based out at Beaver, PA

Below you can find more details about Three Cord True Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $148 Billion
ETFs: $126 Billion
Technology: $1.23 Billion
Industrials: $420 Million
Communication Services: $296 Million
Consumer Cyclical: $219 Million
Consumer Defensive: $216 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$25.6 Billion 17.31% of portfolio
244,750
Q3 2025 Added 1.58%
$0
$21.6 Billion 14.64% of portfolio
536,275
Q3 2025 Added 2.5%
$0
$18.3 Billion 12.38% of portfolio
253,148
Q3 2025 Added 2.3%
$0
$16.7 Billion 11.29% of portfolio
328,638
Q3 2025 Added 3.58%
$0
$15 Billion 10.15% of portfolio
119,613
Q3 2025 Added 2.36%
$0
$13.5 Billion 9.15% of portfolio
250,457
Q3 2025 Added 2.85%
$0
$10.2 Billion 6.93% of portfolio
102,921
Q3 2025 Added 2.49%
$0
$6.59 Billion 4.46% of portfolio
169,635
Q3 2025 Added 3.13%
$1.44B
$4.72 Billion 3.19% of portfolio
126,926
Q3 2025 Added 7.87%
$0
$3.27 Billion 2.22% of portfolio
31,768
Q3 2025 Reduced 1.27%
$0
$1.94 Billion 1.32% of portfolio
21,189
Q3 2025 Added 13.06%
$0
$1.24 Billion 0.84% of portfolio
5,015
Q3 2025 Added 109.13%
-
$955 Million 0.65% of portfolio
-
Q3 2025 Reduced 3.08%
$0
$939 Million 0.64% of portfolio
20,062
Q3 2025 Reduced 1.05%
$0
$918 Million 0.62% of portfolio
7,652
Q3 2025 Reduced 4.79%
$4.3T
$665 Million 0.45% of portfolio
2,611
Q3 2025 Reduced 2.65%
$3.78T
$565 Million 0.38% of portfolio
1,092
Q3 2025 Reduced 3.62%
$0
$507 Million 0.34% of portfolio
845
Q3 2025 Reduced 58.78%
$0
$485 Million 0.33% of portfolio
8,775
Q3 2025 Reduced 7.43%
Pgim ETF Tr
-
$464 Million 0.31% of portfolio
-
Q3 2025 New
$0
$360 Million 0.24% of portfolio
1,567
Q4 2024 New
$0
$346 Million 0.23% of portfolio
2,867
Q3 2025 Reduced 1.21%
$10.1B
$296 Million 0.2% of portfolio
858
Q3 2025 New
$0
$300 Million 0.2% of portfolio
3,103
Q1 2025 Reduced 3.12%
$0
$284 Million 0.19% of portfolio
425
Q3 2025 Reduced 20.26%
$2.39T
$219 Million 0.15% of portfolio
998
Q3 2025 Reduced 26.56%
$37.6B
$216 Million 0.15% of portfolio
3,202
Q2 2025 New
$0
$222 Million 0.15% of portfolio
1,060
Q3 2025 New
$0
$218 Million 0.15% of portfolio
1,115
Q3 2025 New
$17.5B
$210 Million 0.14% of portfolio
607
Q3 2025 New
$114B
$210 Million 0.14% of portfolio
972
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 32
  • Current Value $148 Billion
  • Prior Value $134 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 04, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 5 stocks
  • Additional Purchases 11 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 11 stocks
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