Trueblood Wealth Management, LLC Portfolio Holdings

Trueblood Wealth Management, LLC

  • $256 Billion
  • Q3 2025

Trueblood Wealth Management, LLC has filed its 13F form on October 23, 2025 for Q3 2025 where it was disclosed a total value porftolio of $256 Billion distributed in 254 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Jpmorgan Chase & CO with a value of $14B, Apple Inc. with a value of $9.04B, Microsoft Corp with a value of $7.59B, Invesco S&P 500 Equal Weight E with a value of $4B, and Oracle Corp with a value of $3.87B.

Examining the 13F form we can see an increase of $17.3B in the current position value, from $239B 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: $61.8 Billion
Technology: $48.4 Billion
Financial Services: $43.3 Billion
Industrials: $25.8 Billion
Healthcare: $14.4 Billion
Consumer Cyclical: $12.5 Billion
Energy: $11.7 Billion
Consumer Defensive: $9.27 Billion
Other: $15.7 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$829 Million 0.32% of portfolio
3,231
Q3 2025 Added 0.75%
$0
$806 Million 0.31% of portfolio
17,422
Q3 2025 Added 0.47%
$306B
$792 Million 0.31% of portfolio
11,945
Q3 2025 Added 0.09%
$113B
$784 Million 0.31% of portfolio
8,285
Q2 2025 Added 0.15%
$62.3B
$770 Million 0.3% of portfolio
6,846
Q3 2025 Added 1.72%
$78.2B
$761 Million 0.3% of portfolio
2,356
Q3 2025 Reduced 0.3%
$20.5B
$738 Million 0.29% of portfolio
9,633
Q3 2025 Added 27.96%
$98.1B
$744 Million 0.29% of portfolio
4,355
Q3 2025 Added 3.59%
$140B
$736 Million 0.29% of portfolio
1,966
Q3 2025 Added 0.77%
$222B
$737 Million 0.29% of portfolio
1,520
Q3 2025 Reduced 26.36%
$0
$722 Million 0.28% of portfolio
6,073
Q3 2025 Added 7.77%
$512B
$705 Million 0.27% of portfolio
1,240
Q3 2025 Added 0.08%
$64.7B
$700 Million 0.27% of portfolio
6,239
Q3 2025 Reduced 0.3%
$0
$697 Million 0.27% of portfolio
28,572
Q3 2025 Added 4.63%
$169B
$663 Million 0.26% of portfolio
720
Q3 2025 Added 23.5%
$0
$672 Million 0.26% of portfolio
14,782
Q3 2025 Added 0.59%
First Tr Exch Traded Fd Iii
-
$674 Million 0.26% of portfolio
-
Q3 2025 Added 33.04%
$123B
$666 Million 0.26% of portfolio
1,334
Q3 2025 Reduced 9.31%
$204B
$670 Million 0.26% of portfolio
4,769
Q3 2025 Reduced 6.69%
$159B
$675 Million 0.26% of portfolio
1,388
Q3 2025 Added 0.14%
$160B
$643 Million 0.25% of portfolio
3,243
Q3 2025 Added 0.12%
$971B
$638 Million 0.25% of portfolio
836
Q3 2025 Reduced 0.24%
$172B
$631 Million 0.25% of portfolio
14,347
Q3 2025 Reduced 2.47%
$55.6B
$604 Million 0.24% of portfolio
4,131
Q3 2025 Reduced 0.39%
$52.5B
$626 Million 0.24% of portfolio
36,472
Q3 2025 Reduced 25.88%
$144B
$587 Million 0.23% of portfolio
1,284
Q3 2025 Added 0.23%
$0
$593 Million 0.23% of portfolio
16,445
Q3 2025 Reduced 0.81%
$270B
$597 Million 0.23% of portfolio
3,756
Q3 2025 Added 0.64%
$161B
$573 Million 0.22% of portfolio
531
Q3 2025 Added 0.19%
$94.5B
$567 Million 0.22% of portfolio
1,664
Q3 2025 Reduced 2.18%
$3.64B
$566 Million 0.22% of portfolio
11,043
Q2 2025 Added 0.05%
$46.8B
$562 Million 0.22% of portfolio
590
Q3 2025 Reduced 17.6%
$26.6B
$573 Million 0.22% of portfolio
4,259
Q3 2025 New
$193B
$572 Million 0.22% of portfolio
1,279
Q1 2025 Added 12.99%
$27.2B
$541 Million 0.21% of portfolio
2,491
Q3 2025 Added 0.04%
$100B
$551 Million 0.21% of portfolio
2,038
Q3 2025 Added 5.76%
$190B
$527 Million 0.21% of portfolio
5,191
Q3 2025 Added 0.58%
$107B
$547 Million 0.21% of portfolio
722
Q3 2025 Added 0.28%
$0
$542 Million 0.21% of portfolio
3,138
Q3 2025 Added 2.78%
$114B
$540 Million 0.21% of portfolio
2,501
Q3 2025 Added 67.07%
$0
$542 Million 0.21% of portfolio
8,654
Q3 2025 Added 0.79%
$237B
$548 Million 0.21% of portfolio
2,310
Q3 2025 Reduced 28.84%
$76.2B
$516 Million 0.2% of portfolio
8,266
Q3 2025 Reduced 6.84%
$61.4B
$521 Million 0.2% of portfolio
2,560
Q1 2025 Added 5.61%
$43.5B
$508 Million 0.2% of portfolio
1,454
Q3 2025 Reduced 2.35%
$61.4B
$503 Million 0.2% of portfolio
1,214
Q1 2025 Reduced 28.17%
$96.4B
$522 Million 0.2% of portfolio
4,220
Q3 2025 Added 0.09%
$115B
$491 Million 0.19% of portfolio
1,001
Q3 2025 Reduced 2.44%
$0
$487 Million 0.19% of portfolio
1,491
Q2 2025 Added 11.1%

Summary

  • Portfolio
  • No. of Stocks 254
  • Current Value $256 Billion
  • Prior Value $239 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 23, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 12 stocks
  • Additional Purchases 149 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 68 stocks
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