TruNorth Capital Management, LLC

CIK 0001639695 · KALAMAZOO, MI · Quarter end: 2026-06-30 · Filed on: 2026-07-23 · Open the SEC source

TruNorth Capital Management, LLC reported 123 positions worth $622.6M as of June 30, 2026 (13F filed July 23, 2026). Largest holding: SCHB (25.3%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$622.6M
2026 Q2
Positions
123
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
74.0%
Est. Net Flow (Q)
2026 Q2
10 / 123 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1SCHBSCHWAB STRATEGIC TRSH$157.8M25.35%5,449,167
2SCHFSCHWAB STRATEGIC TRSH$66.0M10.61%2,384,300
3SCHOSCHWAB STRATEGIC TRSH$51.0M8.19%2,111,731
4SCHASCHWAB STRATEGIC TRSH$34.2M5.50%947,282
5DFCFDIMENSIONAL ETF TRUSTSH$31.0M4.97%733,429
6SCHZSCHWAB STRATEGIC TRSH$30.9M4.97%1,337,186
7FNDXSCHWAB STRATEGIC TRSH$29.5M4.74%949,267
8ITOTISHARES TRSH$26.0M4.18%158,382
9SCHESCHWAB STRATEGIC TRSH$18.0M2.89%496,715
10DFGPDIMENSIONAL ETF TRUSTSH$16.2M2.61%298,155

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

Frequently Asked Questions

What stocks does TruNorth Capital Management, LLC hold as of Q2 2026?

TruNorth Capital Management, LLC reported 123 positions worth $622.6M in its Q2 2026 13F filing. Largest positions: SCHB (25.3%), SCHF (10.6%), SCHO (8.2%), SCHA (5.5%) and DFCF (5.0%).

What did TruNorth Capital Management, LLC buy in Q2 2026?

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

What did TruNorth Capital 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.