Trueblood Wealth Management, LLC Portfolio Holdings

Trueblood Wealth Management, LLC

  • $256 Billion
  • Q4 2025

Trueblood Wealth Management, LLC has filed its 13F form on January 20, 2026 for Q4 2025 where it was disclosed a total value porftolio of $256 Billion distributed in 252 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Jpmorgan Chase & CO with a value of $13.5B, Apple Inc. with a value of $9.4B, Microsoft Corp with a value of $6.96B, Invesco S&P 500 Equal Weight E with a value of $4.33B, and Nvidia Corp with a value of $4.29B.

Examining the 13F form we can see an decrease of $199M in the current position value, from $256B to 256B.

Trueblood Wealth Management, LLC is based out at Lima, OH

Below you can find more details about Trueblood Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $256 Billion
ETFs: $66.8 Billion
Technology: $48 Billion
Financial Services: $40.7 Billion
Industrials: $24.1 Billion
Healthcare: $16 Billion
Consumer Cyclical: $11.6 Billion
Energy: $10.2 Billion
Consumer Defensive: $8.87 Billion
Other: $14.4 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$255B
$1.55 Billion 0.6% of portfolio
4,180
Q4 2025 Added 2.55%
$89.8B
$1.54 Billion 0.6% of portfolio
8,298
Q4 2025 Reduced 7.63%
$34.9B
$1.5 Billion 0.59% of portfolio
6,732
Q4 2025 Reduced 2.9%
$187B
$1.52 Billion 0.59% of portfolio
8,890
Q4 2025 Reduced 6.67%
$404B
$1.5 Billion 0.58% of portfolio
1,737
Q4 2025 Added 0.7%
$0
$1.43 Billion 0.56% of portfolio
21,340
Q4 2025 Added 8.02%
$182B
$1.42 Billion 0.56% of portfolio
2,150
Q4 2025 Reduced 0.6%
$103B
$1.4 Billion 0.55% of portfolio
11,000
Q4 2025 Added 0.22%
$6.15B
$1.42 Billion 0.55% of portfolio
28,346
Q4 2025 Reduced 1.85%
$20.1B
$1.41 Billion 0.55% of portfolio
2,553
Q4 2025 Added 6.78%
$65.2B
$1.39 Billion 0.54% of portfolio
2,730
Q4 2025 Added 6.39%
$1.74T
$1.38 Billion 0.54% of portfolio
4,382
Q4 2025 Reduced 0.2%
$266B
$1.32 Billion 0.52% of portfolio
4,457
Q4 2025 Added 3.29%
$42.8B
$1.26 Billion 0.49% of portfolio
12,953
Q4 2025 Reduced 2.2%
$0
$1.27 Billion 0.49% of portfolio
22,128
Q4 2025 Added 0.73%
$0
$1.26 Billion 0.49% of portfolio
16,673
Q4 2025 Added 3.03%
$65.7B
$1.21 Billion 0.47% of portfolio
4,192
Q3 2025 Reduced 0.59%
$0
$1.18 Billion 0.46% of portfolio
16,507
Q4 2025 Added 0.06%
$23.2B
$1.16 Billion 0.45% of portfolio
28,827
Q4 2025 Reduced 1.96%
$346B
$1.16 Billion 0.45% of portfolio
8,122
Q4 2025 Reduced 1.9%
$19B
$1.16 Billion 0.45% of portfolio
6,151
Q4 2025 Added 7.29%
$0
$1.16 Billion 0.45% of portfolio
17,506
Q4 2025 Added 10.57%
$25.8B
$1.1 Billion 0.43% of portfolio
4,332
Q4 2025 Reduced 2.32%
$0
$1.08 Billion 0.42% of portfolio
4,921
Q4 2025 Added 5.92%
$0
$1.04 Billion 0.41% of portfolio
11,355
Q4 2025 Added 7.81%
$48.8B
$1.04 Billion 0.41% of portfolio
22,880
Q4 2025 Added 0.47%
$0
$1.04 Billion 0.41% of portfolio
15,706
Q4 2025 Added 0.8%
$0
$1.02 Billion 0.4% of portfolio
3,522
Q4 2025 Added 6.15%
First Tr Exch Traded Fd Iii
-
$1.02 Billion 0.4% of portfolio
-
Q4 2025 Added 53.06%
$35B
$1.02 Billion 0.4% of portfolio
9,625
Q4 2025 Reduced 10.53%
-
$1.01 Billion 0.39% of portfolio
-
Q4 2025 Added 1.9%
$99.7B
$963 Million 0.38% of portfolio
5,919
Q4 2025 Added 1.58%
$0
$983 Million 0.38% of portfolio
14,144
Q4 2025 Reduced 0.07%
$0
$936 Million 0.37% of portfolio
19,034
Q4 2025 New
$1.29T
$935 Million 0.36% of portfolio
2,078
Q4 2025 Added 1.81%
$0
$913 Million 0.36% of portfolio
9,432
Q2 2025 Added 0.01%
$31.5B
$911 Million 0.36% of portfolio
12,393
Q4 2025 Reduced 11.5%
$971B
$899 Million 0.35% of portfolio
837
Q4 2025 Added 0.12%
$0
$906 Million 0.35% of portfolio
9,211
Q4 2025 Added 0.02%
$0
$888 Million 0.35% of portfolio
42,652
Q4 2025 Added 194.27%
$222B
$882 Million 0.34% of portfolio
1,522
Q4 2025 Added 0.13%
$168B
$876 Million 0.34% of portfolio
10,910
Q4 2025 Reduced 26.79%
$0
$865 Million 0.34% of portfolio
3,456
Q4 2025 Added 6.96%
$300B
$841 Million 0.33% of portfolio
2,549
Q4 2025 Reduced 11.15%
$63.4B
$843 Million 0.33% of portfolio
2,199
Q4 2025 Reduced 1.74%
$228B
$831 Million 0.32% of portfolio
6,633
Q4 2025 Reduced 1.62%
$78.2B
$830 Million 0.32% of portfolio
2,368
Q4 2025 Added 0.51%
$0
$813 Million 0.32% of portfolio
17,633
Q4 2025 Added 1.21%
$270B
$810 Million 0.32% of portfolio
4,565
Q4 2025 Added 21.54%

Summary

  • Portfolio
  • No. of Stocks 252
  • Current Value $256 Billion
  • Prior Value $256 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 20, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 12 stocks
  • Additional Purchases 139 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 81 stocks
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