Three Cord True Wealth Management, LLC
Three Cord True Wealth Management, LLC reported 43 positions worth $210.2M as of June 30, 2026 (13F filed July 23, 2026). Largest holding: SPYG (15.1%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SPYG | SH | $31.7M | 15.06% | 266,058 | — | — | |
| ▸ 2 | RECS | SH | $30.6M | 14.57% | 707,539 | — | — | |
| ▸ 3 | AVLV | SH | $28.5M | 13.56% | 312,452 | — | — | |
| ▸ 4 | FNX | SH | $21.2M | 10.09% | 144,922 | — | — | |
| ▸ 5 | JAAA | SH | $19.9M | 9.49% | 394,992 | — | — | |
| ▸ 6 | IDMO | SH | $18.9M | 9.01% | 313,992 | — | — | |
| ▸ 7 | AVUV | SH | $16.0M | 7.61% | 128,141 | — | — | |
| ▸ 8 | EDIV | SH | $8.6M | 4.11% | 210,909 | — | — | |
| ▸ 9 | BUFR | SH | $7.6M | 3.61% | 207,562 | — | — | |
| ▸ 10 | OUNZ | SH | $6.7M | 3.20% | 174,355 | — | — |
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Frequently Asked Questions
What stocks does Three Cord True Wealth Management, LLC hold as of Q2 2026?
Three Cord True Wealth Management, LLC reported 43 positions worth $210.2M in its Q2 2026 13F filing. Largest positions: SPYG (15.1%), RECS (14.6%), AVLV (13.6%), FNX (10.1%) and JAAA (9.5%).
What did Three Cord True Wealth Management, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Three Cord True Wealth Management, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.