TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC

CIK 0001849497 · PORTLAND, OR · Quarter end: 2026-06-30 · Filed on: 2026-08-11 · Open the SEC source

TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC reported 97 positions worth $184.7M as of June 30, 2026 (13F filed August 11, 2026). Largest holding: DFAC (10.9%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$184.7M
2026 Q2
Positions
97
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
45.2%
Est. Net Flow (Q)
2026 Q2
10 / 97 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1DFACDIMENSIONAL ETF TRUSTSH$20.2M10.94%455,590
2QQQINVESCO QQQ TRSH$8.3M4.50%11,272
3IVVISHARES TRSH$7.8M4.21%10,374
4AMZNAMAZON COM INCSH$7.7M4.15%32,176
5DFGPDIMENSIONAL ETF TRUSTSH$7.6M4.09%138,782
6GOOGLALPHABET INCSH$7.2M3.89%20,121
7DFSDDIMENSIONAL ETF TRUSTSH$7.0M3.77%145,907
8VTIPVANGUARD MALVERN FDSSH$6.7M3.62%132,902
9DFCFDIMENSIONAL ETF TRUSTSH$5.6M3.02%132,027
10IEIISHARES TRSH$5.5M2.99%46,974

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC hold as of Q2 2026?

TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC reported 97 positions worth $184.7M in its Q2 2026 13F filing. Largest positions: DFAC (10.9%), QQQ (4.5%), IVV (4.2%), AMZN (4.2%) and DFGP (4.1%).

What did TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did TRU INDEPENDENCE ASSET MANAGEMENT 2, 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.