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