Tru Independence LLC Portfolio Holdings

Tru Independence LLC

  • $330 Million
  • Q2 2025

Tru Independence LLC has filed its 13F form on July 15, 2025 for Q2 2025 where it was disclosed a total value porftolio of $330 Million distributed in 126 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 $16.5M, Fidelity Merrimack Str Tr Tota with a value of $14.5M, First Trust Capital Strength E with a value of $14M, First Trust Rising Dividend Ac with a value of $13.9M, and Dimensional ETF Tr with a value of $12.5M.

Examining the 13F form we can see an increase of $20.5M in the current position value, from $309M to 330M.

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

Portfolio value $330 Million
ETFs: $123 Million
Financial Services: $42 Million
Industrials: $28.6 Million
Technology: $27.5 Million
Consumer Cyclical: $24.7 Million
Healthcare: $16.4 Million
Communication Services: $14.7 Million
Energy: $13.9 Million
Other: $34 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$381B
$8.48 Million 2.57% of portfolio
179,262
Q2 2025 Reduced 1.91%
$859B
$8.24 Million 2.5% of portfolio
28,417
Q2 2025 Reduced 1.98%
$3.69T
$7.8 Million 2.36% of portfolio
38,021
Q2 2025 Added 8.69%
$76.9B
$7.73 Million 2.34% of portfolio
157,055
Q2 2025 Reduced 1.62%
$55.6B
$7.41 Million 2.25% of portfolio
140,912
Q2 2025 Reduced 1.7%
$203B
$6.84 Million 2.07% of portfolio
236,319
Q2 2025 Reduced 7.62%
$139B
$6.64 Million 2.01% of portfolio
31,697
Q2 2025 Reduced 1.72%
$55.9B
$6.16 Million 1.87% of portfolio
30,600
Q2 2025 Reduced 2.89%
$3.95T
$5.78 Million 1.75% of portfolio
11,618
Q2 2025 Added 11.3%
$155B
$5.73 Million 1.74% of portfolio
93,607
Q2 2025 Reduced 0.54%
$258B
$5.51 Million 1.67% of portfolio
78,301
Q2 2025 Added 0.09%
$13.1B
$5.34 Million 1.62% of portfolio
253,987
Q2 2025 Reduced 0.8%
$293B
$5.32 Million 1.61% of portfolio
76,615
Q2 2025 Reduced 3.82%
$61.9B
$5.31 Million 1.61% of portfolio
19,832
Q2 2025 Reduced 1.59%
$185B
$5.3 Million 1.61% of portfolio
62,295
Q2 2025 New
$2.06B
$5.19 Million 1.57% of portfolio
352,198
Q2 2025 Reduced 0.46%
$182B
$5.15 Million 1.56% of portfolio
118,911
Q2 2025 Reduced 3.74%
$6.97B
$4.91 Million 1.49% of portfolio
232,979
Q2 2025 Added 39.13%
$44.4B
$4.9 Million 1.49% of portfolio
451,674
Q2 2025 Reduced 1.8%
$86B
$4.87 Million 1.48% of portfolio
70,632
Q2 2025 Reduced 0.16%
$7.1B
$4.88 Million 1.48% of portfolio
98,535
Q2 2025 Reduced 1.12%
$60B
$4.79 Million 1.45% of portfolio
21,082
Q2 2025 Reduced 0.62%
$32.2B
$4.71 Million 1.43% of portfolio
59,100
Q2 2025 Added 2.37%
$4.43B
$4.7 Million 1.42% of portfolio
112,585
Q2 2025 Added 2.93%
$302B
$4.66 Million 1.41% of portfolio
32,543
Q2 2025 Added 1.93%
$16.4B
$4.56 Million 1.38% of portfolio
78,821
Q2 2025 Added 3.47%
$16.3B
$4.23 Million 1.28% of portfolio
75,665
Q2 2025 Added 3.54%
$55.4B
$4.23 Million 1.28% of portfolio
26,305
Q2 2025 Added 0.02%
$203B
$4.01 Million 1.22% of portfolio
50,671
Q2 2025 Reduced 0.6%
$452B
$3.66 Million 1.11% of portfolio
23,936
Q2 2025 Reduced 1.12%
$351B
$3.59 Million 1.09% of portfolio
19,314
Q2 2025 Added 1.08%
$104B
$3.37 Million 1.02% of portfolio
112,490
Q2 2025 Added 2.79%
$1.68B
$3.06 Million 0.93% of portfolio
295,690
Q2 2025 Added 0.39%
$1.96B
$3.04 Million 0.92% of portfolio
150,700
Q2 2025 Reduced 4.46%
$6.81B
$2.88 Million 0.87% of portfolio
126,560
Q2 2025 Added 0.73%
$15.3B
$2.14 Million 0.65% of portfolio
80,900
Q2 2025 Reduced 0.85%
$1.78T
$1.82 Million 0.55% of portfolio
2,463
Q2 2025 Reduced 5.38%
$621B
$1.73 Million 0.52% of portfolio
3,558
Q2 2025 Added 0.4%
$2.26T
$752,000 0.23% of portfolio
3,428
Q2 2025 Reduced 0.55%
$222B
$705,000 0.21% of portfolio
2,414
Q2 2025 Added 0.25%
$83.2B
$681,000 0.21% of portfolio
3,202
Q2 2025 Added 1.75%
$456B
$662,000 0.2% of portfolio
4,196
Q2 2025 Added 6.55%
$1.24T
$539,000 0.16% of portfolio
3,043
Q2 2025 Added 11.18%
$113B
$402,000 0.12% of portfolio
870
Q2 2025 Added 1.16%
$31.6B
$371,000 0.11% of portfolio
4,468
Q2 2025 Reduced 0.13%
$102B
$379,000 0.11% of portfolio
868
Q2 2025 Added 0.12%
$58.4B
$320,000 0.1% of portfolio
7,459
Q2 2025 Added 1.37%
$302B
$321,000 0.1% of portfolio
4,009
Q2 2025 Reduced 5.87%
$442B
$333,000 0.1% of portfolio
3,094
Q2 2025 Added 49.32%

Summary

  • Portfolio
  • No. of Stocks 126
  • Current Value $330 Million
  • Prior Value $309 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 15, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 11 stocks
  • Additional Purchases 61 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 45 stocks
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