Ronald Blue Trust, Inc. has filed its 13F form on October 16, 2025 for Q3 2025 where it was disclosed a total value porftolio of $8.7 Billion distributed in 3927 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P Total U.S. St with a value of $577M, Ishares Barclays with a value of $574M, Ishares Msci Usa Quality Facto with a value of $533M, ETF Ser Solutions with a value of $531M, and Ishares Tr Ishares Core Msci P with a value of $501M.

Examining the 13F form we can see an increase of $395M in the current position value, from $8.31B to 8.7B.

Ronald Blue Trust, Inc. is based out at Brentwood, TN

Below you can find more details about Ronald Blue Trust, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $8.7 Billion
ETFs: $7.55 Billion
Technology: $257 Million
Financial Services: $173 Million
Healthcare: $158 Million
Industrials: $141 Million
Consumer Defensive: $134 Million
Consumer Cyclical: $80.8 Million
Energy: $68.7 Million
Other: $130 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 3,927
  • Current Value $8.7 Billion
  • Prior Value $8.31 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 16, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 282 stocks
  • Additional Purchases 1,003 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 695 stocks
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