Tru Independence LLC Portfolio Holdings

Tru Independence LLC

  • $364 Million
  • Q3 2025

Tru Independence LLC has filed its 13F form on October 23, 2025 for Q3 2025 where it was disclosed a total value porftolio of $364 Million distributed in 125 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $18.5M, First Trust Rising Dividend Ac with a value of $15.7M, Fidelity Merrimack Str Tr Tota with a value of $15.7M, First Trust Capital Strength E with a value of $15.3M, and Dimensional ETF Tr with a value of $13.7M.

Examining the 13F form we can see an increase of $34M in the current position value, from $330M to 364M.

Below you can find more details about Tru Independence LLC portfolio as well as his latest detailed transactions.

Portfolio value $364 Million
ETFs: $136 Million
Financial Services: $44.7 Million
Technology: $32.3 Million
Industrials: $30.3 Million
Consumer Cyclical: $26 Million
Healthcare: $19.1 Million
Energy: $14.9 Million
Consumer Defensive: $14.9 Million
Other: $39.9 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$9.76 Million 2.68% of portfolio
38,322
Q3 2025 Added 0.79%
$100B
$9.38 Million 2.58% of portfolio
153,803
Q3 2025 Reduced 2.07%
$413B
$9.14 Million 2.51% of portfolio
177,096
Q3 2025 Reduced 1.21%
$881B
$8.91 Million 2.45% of portfolio
28,253
Q3 2025 Reduced 0.58%
$69.4B
$8.81 Million 2.42% of portfolio
107,352
Q3 2025 Reduced 23.82%
$3.78T
$6.98 Million 1.92% of portfolio
13,470
Q3 2025 Added 15.94%
$114B
$6.83 Million 1.88% of portfolio
31,659
Q3 2025 Reduced 0.12%
$57.9B
$6.57 Million 1.8% of portfolio
30,605
Q3 2025 Added 0.02%
$181B
$6.52 Million 1.79% of portfolio
230,821
Q3 2025 Reduced 2.33%
$190B
$6.28 Million 1.73% of portfolio
61,890
Q3 2025 Reduced 0.65%
$31.1B
$5.7 Million 1.57% of portfolio
59,095
Q3 2025 Reduced 0.01%
$12.6B
$5.62 Million 1.55% of portfolio
257,399
Q3 2025 Added 1.34%
$150B
$5.58 Million 1.53% of portfolio
94,188
Q3 2025 Added 0.62%
$270B
$5.58 Million 1.53% of portfolio
78,045
Q3 2025 Reduced 0.33%
$67.3B
$5.54 Million 1.52% of portfolio
19,837
Q3 2025 Added 0.03%
$52.1B
$5.4 Million 1.48% of portfolio
451,316
Q3 2025 Reduced 0.08%
$172B
$5.24 Million 1.44% of portfolio
119,254
Q3 2025 Added 0.29%
$319B
$5.17 Million 1.42% of portfolio
75,545
Q3 2025 Reduced 1.4%
$1.75B
$5.14 Million 1.41% of portfolio
152,855
Q3 2025 Added 35.77%
$303B
$5.07 Million 1.39% of portfolio
32,646
Q3 2025 Added 0.32%
$68.9B
$5.01 Million 1.38% of portfolio
21,267
Q3 2025 Added 0.88%
$59.8B
$4.96 Million 1.36% of portfolio
26,440
Q3 2025 Added 0.51%
$5.29B
$4.86 Million 1.34% of portfolio
97,711
Q3 2025 Reduced 0.84%
$10.3B
$4.74 Million 1.3% of portfolio
69,145
Q3 2025 Reduced 20.58%
$522B
$4.68 Million 1.29% of portfolio
25,256
Q3 2025 Added 5.51%
$4.93B
$4.65 Million 1.28% of portfolio
237,525
Q3 2025 Added 1.95%
$28.1B
$4.59 Million 1.26% of portfolio
91,125
Q3 2025 New
$2.05B
$4.58 Million 1.26% of portfolio
353,443
Q3 2025 Added 0.35%
$14.8B
$4.52 Million 1.24% of portfolio
92,213
Q3 2025 Added 16.99%
$414B
$4.51 Million 1.24% of portfolio
19,469
Q3 2025 Added 0.8%
$235B
$4.35 Million 1.2% of portfolio
51,886
Q3 2025 Added 2.4%
$15.6B
$4.26 Million 1.17% of portfolio
78,370
Q3 2025 Added 3.57%
$112B
$3.92 Million 1.08% of portfolio
113,750
Q3 2025 Added 1.12%
$1.7B
$3.41 Million 0.94% of portfolio
136,931
Q3 2025 Reduced 9.14%
$1.26B
$3.03 Million 0.83% of portfolio
304,190
Q3 2025 Added 2.87%
$6.81B
$2.92 Million 0.8% of portfolio
128,392
Q3 2025 Added 1.45%
$662B
$1.88 Million 0.52% of portfolio
3,740
Q3 2025 Added 5.12%
$1.37T
$1.83 Million 0.5% of portfolio
2,498
Q3 2025 Added 1.42%
$16.1B
$1.62 Million 0.44% of portfolio
70,482
Q3 2025 Reduced 12.88%
$465B
$861,000 0.24% of portfolio
4,617
Q3 2025 Added 10.03%
$2.39T
$886,000 0.24% of portfolio
4,039
Q3 2025 Added 17.82%
$1.74T
$765,000 0.21% of portfolio
3,142
Q3 2025 Added 3.25%
$224B
$741,000 0.2% of portfolio
2,440
Q3 2025 Added 1.08%
$77.2B
$684,000 0.19% of portfolio
3,220
Q3 2025 Added 0.56%
$1.65T
$475,000 0.13% of portfolio
1,956
Q3 2025 Added 10.51%
$123B
$435,000 0.12% of portfolio
872
Q3 2025 Added 0.23%
$1.29T
$386,000 0.11% of portfolio
869
Q3 2025 Added 4.57%
$96.9B
$367,000 0.1% of portfolio
870
Q3 2025 Added 0.23%
$59.5B
$354,000 0.1% of portfolio
7,757
Q3 2025 Added 4.0%

Summary

  • Portfolio
  • No. of Stocks 125
  • Current Value $364 Million
  • Prior Value $330 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 23, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 7 stocks
  • Additional Purchases 79 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 36 stocks
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