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Home > Institutional Investor > Trueblood Wealth Management, Llc > Profile

Instuitional Investor - Trueblood Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Trueblood Wealth Management, Llc
Portfolio Value $239,145,003
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Jpmorgan Chase & Co
 JPM 44,793 $12,986,014 5.43%
2.
Apple Inc.
 AAPL 35,553 $7,294,335 3.05%
3.
Microsoft Corp
 MSFT 14,637 $7,280,765 3.04%
4.
Invesco Exchange Traded Fd T - S&P500 EQL WGT
 20,795 $3,779,229 1.58%
5.
First Tr Exchange-Traded Fd
 130,488 $3,224,354 1.35%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%
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Returns since its inception in May 2014 (through August 15th, 2025)