Trueblood Wealth Management, LLC Portfolio Holdings

Trueblood Wealth Management, LLC

  • $256 Billion
  • Q3 2025

Trueblood Wealth Management, LLC has filed its 13F form on October 23, 2025 for Q3 2025 where it was disclosed a total value porftolio of $256 Billion distributed in 254 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Jpmorgan Chase & CO with a value of $14B, Apple Inc. with a value of $9.04B, Microsoft Corp with a value of $7.59B, Invesco S&P 500 Equal Weight E with a value of $4B, and Oracle Corp with a value of $3.87B.

Examining the 13F form we can see an increase of $17.3B in the current position value, from $239B to 256B.

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 $256 Billion
ETFs: $61.8 Billion
Technology: $48.4 Billion
Financial Services: $43.3 Billion
Industrials: $25.8 Billion
Healthcare: $14.4 Billion
Consumer Cyclical: $12.5 Billion
Energy: $11.7 Billion
Consumer Defensive: $9.27 Billion
Other: $15.7 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$4 Billion 1.56% of portfolio
21,060
Q3 2025 Added 1.27%
$0
$3.54 Billion 1.38% of portfolio
93,044
Q3 2025 Added 2.72%
$0
$3.3 Billion 1.29% of portfolio
39,627
Q3 2025 Added 1.37%
$0
$2.64 Billion 1.03% of portfolio
77,366
Q3 2025 Added 3.62%
$0
$2.49 Billion 0.97% of portfolio
86,464
Q3 2025 Added 5.0%
$0
$2.26 Billion 0.88% of portfolio
3,688
Q3 2025 Added 1.35%
$0
$2.12 Billion 0.83% of portfolio
86,625
Q3 2025 Added 5.29%
$0
$2.08 Billion 0.81% of portfolio
52,573
Q3 2025 Added 4.25%
$0
$2.06 Billion 0.8% of portfolio
26,901
Q1 2025 Added 4.39%
$0
$1.95 Billion 0.76% of portfolio
20,787
Q3 2025 Reduced 9.83%
$0
$1.69 Billion 0.66% of portfolio
19,059
Q3 2025 Added 2.12%
$0
$1.59 Billion 0.62% of portfolio
53,563
Q3 2025 Added 3.11%
$0
$1.55 Billion 0.6% of portfolio
35,202
Q3 2025 Added 1.54%
$0
$1.5 Billion 0.59% of portfolio
17,224
Q3 2025 Added 5.23%
$0
$1.45 Billion 0.57% of portfolio
34,542
Q3 2025 Added 5.67%
$0
$1.45 Billion 0.57% of portfolio
23,489
Q3 2025 Added 3.19%
$0
$1.3 Billion 0.51% of portfolio
19,756
Q3 2025 Added 6.08%
$0
$1.25 Billion 0.49% of portfolio
21,967
Q3 2025 Reduced 1.09%
$0
$1.21 Billion 0.47% of portfolio
16,497
Q3 2025 Reduced 0.13%
$0
$1.19 Billion 0.46% of portfolio
16,183
Q3 2025 Added 1.05%
$0
$1.03 Billion 0.4% of portfolio
15,833
Q3 2025 Added 2.64%
$0
$1.04 Billion 0.4% of portfolio
15,581
Q3 2025 Added 0.65%
$0
$1 Billion 0.39% of portfolio
4,646
Q3 2025 Added 2.02%
$0
$975 Million 0.38% of portfolio
3,318
Q3 2025 Added 1.75%
$0
$952 Million 0.37% of portfolio
14,154
Q3 2025 Reduced 0.25%
$0
$943 Million 0.37% of portfolio
10,532
Q3 2025 Added 4.18%
$0
$890 Million 0.35% of portfolio
9,209
Q3 2025 Added 0.01%
$0
$869 Million 0.34% of portfolio
9,432
Q2 2025 Added 0.01%
$0
$829 Million 0.32% of portfolio
3,231
Q3 2025 Added 0.75%
$0
$806 Million 0.31% of portfolio
17,422
Q3 2025 Added 0.47%
$0
$722 Million 0.28% of portfolio
6,073
Q3 2025 Added 7.77%
$0
$697 Million 0.27% of portfolio
28,572
Q3 2025 Added 4.63%
$0
$672 Million 0.26% of portfolio
14,782
Q3 2025 Added 0.59%
$0
$593 Million 0.23% of portfolio
16,445
Q3 2025 Reduced 0.81%
$0
$542 Million 0.21% of portfolio
3,138
Q3 2025 Added 2.78%
$0
$542 Million 0.21% of portfolio
8,654
Q3 2025 Added 0.79%
$0
$487 Million 0.19% of portfolio
1,491
Q2 2025 Added 11.1%
$0
$481 Million 0.19% of portfolio
8,686
Q3 2025 Added 0.32%
$0
$485 Million 0.19% of portfolio
10,338
Q3 2025 Added 5.89%
$0
$479 Million 0.19% of portfolio
4,398
Q3 2025 Added 0.18%
$0
$467 Million 0.18% of portfolio
3,299
Q3 2025 Added 0.21%
$0
$438 Million 0.17% of portfolio
4,136
Q3 2025 Added 0.15%
$0
$430 Million 0.17% of portfolio
5,156
Q3 2025 Added 0.47%
$0
$404 Million 0.16% of portfolio
6,977
Q3 2025 Added 4.06%
$0
$386 Million 0.15% of portfolio
3,517
Q3 2025 Added 7.88%
$0
$378 Million 0.15% of portfolio
630
Q3 2025 Reduced 14.52%
$0
$348 Million 0.14% of portfolio
3,629
Q3 2025 Added 0.14%
$0
$366 Million 0.14% of portfolio
4,691
Q3 2025 Added 0.17%
$0
$370 Million 0.14% of portfolio
13,662
Q3 2025 Added 3.77%

Summary

  • Portfolio
  • No. of Stocks 254
  • Current Value $256 Billion
  • Prior Value $239 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 23, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 12 stocks
  • Additional Purchases 149 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 68 stocks
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