Trueblood Wealth Management, LLC Portfolio Holdings

Trueblood Wealth Management, LLC

  • $239 Billion
  • Q2 2025

Trueblood Wealth Management, LLC has filed its 13F form on July 22, 2025 for Q2 2025 where it was disclosed a total value porftolio of $239 Billion distributed in 249 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Jpmorgan Chase & CO with a value of $13B, Apple Inc. with a value of $7.29B, Microsoft Corp with a value of $7.28B, Invesco S&P 500 Equal Weight E with a value of $3.78B, and First Tr Exc Tr Fd Iv Cboe Vst with a value of $3.22B.

Examining the 13F form we can see an increase of $23.6B in the current position value, from $216B to 239B.

Trueblood Wealth Management, LLC is based out at Lima, OH

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

Portfolio value $239 Billion
ETFs: $56.5 Billion
Technology: $45.5 Billion
Financial Services: $39.1 Billion
Industrials: $25 Billion
Healthcare: $14 Billion
Energy: $11.6 Billion
Consumer Cyclical: $11.3 Billion
Consumer Defensive: $9.32 Billion
Other: $14.3 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$140B
$1.04 Billion 0.44% of portfolio
15,028
Q2 2025 Added 0.02%
$1.5T
$1.04 Billion 0.43% of portfolio
5,896
Q2 2025 Added 0.14%
$298B
$1.01 Billion 0.42% of portfolio
4,251
Q2 2025 Added 7.08%
$92.5B
$982 Million 0.41% of portfolio
2,860
Q2 2025 Added 35.55%
$89.7B
$949 Million 0.4% of portfolio
5,713
Q2 2025 Added 1.6%
$80.5B
$933 Million 0.39% of portfolio
2,218
Q2 2025 Added 1.51%
-
$927 Million 0.39% of portfolio
-
Q2 2025 Added 2.74%
$74.4B
$919 Million 0.38% of portfolio
2,363
Q2 2025 Reduced 0.04%
$325B
$914 Million 0.38% of portfolio
2,931
Q2 2025 Reduced 33.58%
$230B
$915 Million 0.38% of portfolio
6,725
Q2 2025 Added 10.77%
$3.56B
$904 Million 0.38% of portfolio
11,043
Q2 2025 Added 0.05%
$164B
$904 Million 0.38% of portfolio
7,319
Q2 2025 Added 10.79%
$54.1B
$892 Million 0.37% of portfolio
49,209
Q2 2025 Added 247.03%
$243B
$885 Million 0.37% of portfolio
3,246
Q2 2025 Added 0.65%
$27.4B
$881 Million 0.37% of portfolio
20,981
Q2 2025 Added 102.85%
$46.3B
$870 Million 0.36% of portfolio
22,686
Q2 2025 Added 0.43%
$1.75T
$852 Million 0.36% of portfolio
1,154
Q2 2025 Added 3.04%
$186B
$837 Million 0.35% of portfolio
2,064
Q2 2025 Reduced 5.88%
$286B
$844 Million 0.35% of portfolio
11,934
Q2 2025 Added 0.99%
$58.4B
$813 Million 0.34% of portfolio
2,484
Q2 2025 Added 18.97%
$1.53T
$778 Million 0.33% of portfolio
4,387
Q2 2025 Added 0.09%
$118B
$743 Million 0.31% of portfolio
8,285
Q2 2025 Added 0.15%
$51.2B
$745 Million 0.31% of portfolio
716
Q2 2025 Added 7.19%
$177B
$731 Million 0.31% of portfolio
1,386
Q2 2025 Added 0.07%
$68.9B
$748 Million 0.31% of portfolio
6,258
Q2 2025 Reduced 0.82%
$556B
$696 Million 0.29% of portfolio
1,239
Q2 2025 Reduced 0.08%
$150B
$696 Million 0.29% of portfolio
1,951
Q2 2025 Added 2.47%
$153B
$695 Million 0.29% of portfolio
1,279
Q1 2025 Added 12.99%
$56.1B
$698 Million 0.29% of portfolio
6,730
Q1 2025 Reduced 1.46%
$194B
$675 Million 0.28% of portfolio
5,111
Q2 2025 Reduced 0.56%
$124B
$681 Million 0.28% of portfolio
1,471
Q2 2025 Added 3.81%
$68.5B
$647 Million 0.27% of portfolio
4,147
Q2 2025 Added 0.14%
$711B
$653 Million 0.27% of portfolio
838
Q2 2025 Added 0.84%
$205B
$645 Million 0.27% of portfolio
8,143
Q2 2025 Reduced 5.73%
$184B
$637 Million 0.27% of portfolio
14,711
Q2 2025 Added 1.39%
$137B
$640 Million 0.27% of portfolio
3,239
Q2 2025 Added 0.12%
$142B
$652 Million 0.27% of portfolio
1,281
Q2 2025 Added 0.16%
$1.29T
$653 Million 0.27% of portfolio
2,055
Q2 2025 Added 5.12%
$130B
$629 Million 0.26% of portfolio
4,204
Q2 2025 Added 5.5%
$84.4B
$598 Million 0.25% of portfolio
8,873
Q2 2025 Added 0.77%
$191B
$599 Million 0.25% of portfolio
583
Q2 2025 Added 1.04%
$29.1B
$543 Million 0.23% of portfolio
2,490
Q2 2025 Added 0.04%
$19.3B
$553 Million 0.23% of portfolio
7,528
Q2 2025 New
$265B
$526 Million 0.22% of portfolio
3,732
Q2 2025 Added 7.99%
$95.6B
$523 Million 0.22% of portfolio
1,026
Q2 2025 Added 42.7%
$93B
$531 Million 0.22% of portfolio
1,927
Q2 2025 Added 0.26%
$60.2B
$524 Million 0.22% of portfolio
2,560
Q1 2025 Added 5.61%
$89.8B
$496 Million 0.21% of portfolio
1,701
Q2 2025 Reduced 0.7%
$94.2B
$497 Million 0.21% of portfolio
4,216
Q2 2025 Added 0.09%

Summary

  • Portfolio
  • No. of Stocks 249
  • Current Value $239 Billion
  • Prior Value $216 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 22, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 16 stocks
  • Additional Purchases 165 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 41 stocks
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