Tru Independence Asset Management 2, LLC Portfolio Holdings

Tru Independence Asset Management 2, LLC

  • $130 Million
  • Q2 2025

Tru Independence Asset Management 2, LLC has filed its 13F form on July 16, 2025 for Q2 2025 where it was disclosed a total value porftolio of $130 Million distributed in 90 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $15.6M, Dimensional ETF Tr Short Durat with a value of $6.46M, Ishares Barclays 3 7 Yr Treas with a value of $5.76M, Dimensional ETF Tr Core Fxd In with a value of $5.47M, and Ishares Barclays with a value of $5.43M.

Examining the 13F form we can see an increase of $13.7M in the current position value, from $116M to 130M.

Below you can find more details about Tru Independence Asset Management 2, LLC portfolio as well as his latest detailed transactions.

Portfolio value $130 Million
ETFs: $101 Million
Communication Services: $6.98 Million
Technology: $6.83 Million
Financial Services: $6.53 Million
Consumer Cyclical: $5.31 Million
Energy: $880,000
Industrials: $839,000
Consumer Defensive: $800,000
Other: $216,000

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$622B
$4.87 Million 3.75% of portfolio
10,021
Q2 2025 Added 0.3%
$1.14T
$3.46 Million 2.67% of portfolio
19,606
Q2 2025 Added 246.89%
$2.32T
$3.39 Million 2.61% of portfolio
15,456
Q2 2025 Added 1.08%
$1.58T
$2.07 Million 1.6% of portfolio
2,805
Q2 2025 Reduced 5.08%
$3.77T
$1.87 Million 1.44% of portfolio
3,767
Q2 2025 Reduced 9.29%
$3.45T
$1.73 Million 1.34% of portfolio
8,442
Q2 2025 Added 0.38%
$416B
$1.54 Million 1.19% of portfolio
9,763
Q2 2025 Added 4.79%
$120B
$1.21 Million 0.93% of portfolio
463
Q2 2025 New
$221B
$986,000 0.76% of portfolio
7,958
Q2 2025 Reduced 8.41%
$68.2B
$880,000 0.68% of portfolio
28,402
Q2 2025 Reduced 9.55%
$108B
$839,000 0.65% of portfolio
1,812
Q2 2025 Added 0.61%
$57.3B
$809,000 0.62% of portfolio
2,309
Q2 2025 Reduced 7.38%
$0
$790,000 0.61% of portfolio
31,202
Q2 2025 Added 178.54%
$260B
$440,000 0.34% of portfolio
4,500
Q2 2025 Reduced 26.05%
$65.2B
$428,000 0.33% of portfolio
5,050
Q2 2025 Added 21.1%
$153B
$360,000 0.28% of portfolio
5,886
Q4 2024 Reduced 3.25%
$177B
$313,000 0.24% of portfolio
1,966
Q2 2025 Reduced 14.0%
$998M
$294,000 0.23% of portfolio
20,241
Q1 2025 Added 22.15%
$1.45B
$272,000 0.21% of portfolio
4,850
Q3 2024 New
$131B
$230,000 0.18% of portfolio
300
Q2 2025 New
$10.8B
$234,000 0.18% of portfolio
2,670
Q2 2025 New
$95B
$221,000 0.17% of portfolio
3,118
Q2 2025 New
$65.5B
$216,000 0.17% of portfolio
5,000
Q2 2025 New
$622M
$219,000 0.17% of portfolio
50,000
Q3 2024 New
$1.05T
$212,000 0.16% of portfolio
670
Q2 2025 New
$2.34B
$212,000 0.16% of portfolio
18,845
Q1 2025 Added 50.76%
$0
$180,000 0.14% of portfolio
15,967
Q4 2021 New
$1.55B
$175,000 0.13% of portfolio
36,760
Q1 2025 Reduced 35.24%

Summary

  • Portfolio
  • No. of Stocks 90
  • Current Value $130 Million
  • Prior Value $116 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 16, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 12 stocks
  • Additional Purchases 37 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 24 stocks
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