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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$881B
$13.5 Billion 5.29% of portfolio
42,035
Q4 2025 Reduced 5.2%
$4.3T
$9.4 Billion 3.67% of portfolio
34,590
Q4 2025 Reduced 2.61%
$3.78T
$6.96 Billion 2.72% of portfolio
14,389
Q4 2025 Reduced 1.8%
$465B
$4.29 Billion 1.67% of portfolio
23,003
Q4 2025 Added 16.22%
-
$4.27 Billion 1.67% of portfolio
-
Q4 2025 Added 14.26%
$291B
$3.19 Billion 1.24% of portfolio
5,567
Q4 2025 Reduced 3.28%
$26.1B
$2.89 Billion 1.13% of portfolio
17,708
Q4 2025 Added 0.02%
$593B
$2.69 Billion 1.05% of portfolio
13,778
Q4 2025 Added 0.06%
$279B
$2.52 Billion 0.98% of portfolio
22,633
Q4 2025 Added 1.84%
$66.3B
$2.32 Billion 0.9% of portfolio
10,934
Q4 2025 Reduced 1.64%
$414B
$2.2 Billion 0.86% of portfolio
9,642
Q4 2025 Added 40.78%
$2.39T
$2.2 Billion 0.86% of portfolio
9,546
Q4 2025 Added 2.09%
$303B
$2.18 Billion 0.85% of portfolio
14,307
Q4 2025 Reduced 3.62%
$118B
$2.15 Billion 0.84% of portfolio
7,929
Q4 2025 Reduced 0.86%
$265B
$2.05 Billion 0.8% of portfolio
2,335
Q4 2025 Added 0.95%
$152B
$2.03 Billion 0.79% of portfolio
7,565
Q4 2025 Reduced 12.71%
$54.4B
$2.01 Billion 0.79% of portfolio
7,782
Q4 2025 Reduced 23.11%
$139B
$1.99 Billion 0.78% of portfolio
5,757
Q4 2025 Reduced 5.82%
$79.6B
$1.97 Billion 0.77% of portfolio
14,610
Q4 2025 Added 4.61%
$533B
$1.91 Billion 0.75% of portfolio
5,446
Q4 2025 Added 7.35%
$1.65T
$1.86 Billion 0.73% of portfolio
5,948
Q4 2025 Added 1.1%
$662B
$1.74 Billion 0.68% of portfolio
3,456
Q4 2025 Added 6.14%
$367B
$1.71 Billion 0.67% of portfolio
4,979
Q4 2025 Reduced 3.77%
$123B
$1.7 Billion 0.66% of portfolio
5,452
Q4 2025 Added 0.89%
$17.5B
$1.64 Billion 0.64% of portfolio
4,751
Q4 2025 Added 5.44%
$136B
$1.61 Billion 0.63% of portfolio
4,592
Q3 2025 Added 5.37%
$490B
$1.61 Billion 0.63% of portfolio
13,379
Q4 2025 Reduced 4.11%
$522B
$1.56 Billion 0.61% of portfolio
7,530
Q4 2025 Reduced 3.51%
$224B
$1.57 Billion 0.61% of portfolio
5,150
Q4 2025 Reduced 2.28%
$22.8B
$1.57 Billion 0.61% of portfolio
19,675
Q4 2025 Added 0.62%
$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%
$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%
$170B
$1.24 Billion 0.48% of portfolio
8,052
Q4 2025 Added 4.25%
$65.7B
$1.21 Billion 0.47% of portfolio
4,192
Q3 2025 Reduced 0.59%
$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%
$25.8B
$1.1 Billion 0.43% of portfolio
4,332
Q4 2025 Reduced 2.32%

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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