Tru Independence Asset Management 2, LLC Portfolio Holdings

Tru Independence Asset Management 2, LLC

  • $133 Million
  • Q3 2025

Tru Independence Asset Management 2, LLC has filed its 13F form on October 22, 2025 for Q3 2025 where it was disclosed a total value porftolio of $133 Million distributed in 86 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 $16.6M, Dimensional ETF Tr Short Durat with a value of $6.72M, Dimensional ETF Tr Core Fxd In with a value of $5.78M, Ishares Barclays 3 7 Yr Treas with a value of $5.73M, and Ishares Barclays with a value of $5.43M.

Examining the 13F form we can see an increase of $3.58M in the current position value, from $130M to 133M.

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

Portfolio value $133 Million
ETFs: $103 Million
Financial Services: $8.09 Million
Communication Services: $7.43 Million
Technology: $7.04 Million
Consumer Cyclical: $4.41 Million
Industrials: $904,000
Energy: $888,000
Consumer Defensive: $811,000
Other: $240,000

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.16B
$927,000 0.7% of portfolio
20,241
Q1 2025 Added 22.15%
$4.55B
$462,000 0.35% of portfolio
36,760
Q1 2025 Reduced 35.24%
$3.68B
$237,000 0.18% of portfolio
12,500
Q3 2025 Reduced 33.67%

Summary

  • Portfolio
  • No. of Stocks 86
  • Current Value $133 Million
  • Prior Value $130 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 22, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 6 stocks
  • Additional Purchases 26 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 31 stocks
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