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