Trueblood Wealth Management, LLC
Trueblood Wealth Management, LLC reported 261 positions worth $286.5M as of June 30, 2026 (13F filed July 27, 2026). Largest holding: JPM (4.7%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | JPM | SH | $13.4M | 4.67% | 40,888 | — | — | |
| ▸ 2 | AAPL | SH | $10.0M | 3.49% | 34,596 | — | — | |
| ▸ 3 | CAT | SH | $5.9M | 2.07% | 5,559 | — | — | |
| ▸ 4 | MSFT | SH | $5.5M | 1.94% | 14,875 | — | — | |
| ▸ 5 | RSP | SH | $5.4M | 1.88% | 25,273 | — | — | |
| ▸ 6 | RDVI | SH | $5.1M | 1.79% | 174,899 | — | — | |
| ▸ 7 | NVDA | SH | $5.1M | 1.77% | 25,372 | — | — | |
| ▸ 8 | CGGO | SH | $4.2M | 1.47% | 99,349 | — | — | |
| ▸ 9 | SDVY | SH | $4.2M | 1.47% | 97,335 | — | — | |
| ▸ 10 | FTA | SH | $4.0M | 1.40% | 41,476 | — | — |
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Frequently Asked Questions
What stocks does Trueblood Wealth Management, LLC hold as of Q2 2026?
Trueblood Wealth Management, LLC reported 261 positions worth $286.5M in its Q2 2026 13F filing. Largest positions: JPM (4.7%), AAPL (3.5%), CAT (2.1%), MSFT (1.9%) and RSP (1.9%).
What did Trueblood Wealth Management, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Trueblood 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.