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.
Stock Holdings Table
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