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
$1.55 Billion 0.6% of portfolio
35,202
Q3 2025 Added 1.54%
$123B
$1.53 Billion 0.59% of portfolio
5,404
Q3 2025 Added 3.54%
$0
$1.5 Billion 0.59% of portfolio
17,224
Q3 2025 Added 5.23%
$45.2B
$1.5 Billion 0.59% of portfolio
25,174
Q3 2025 Added 2.65%
$182B
$1.48 Billion 0.58% of portfolio
2,163
Q3 2025 Added 5.77%
$0
$1.45 Billion 0.57% of portfolio
34,542
Q3 2025 Added 5.67%
$0
$1.45 Billion 0.57% of portfolio
23,489
Q3 2025 Added 3.19%
$103B
$1.43 Billion 0.56% of portfolio
10,976
Q3 2025 Added 0.09%
$23.2B
$1.44 Billion 0.56% of portfolio
29,403
Q3 2025 Added 40.14%
$522B
$1.45 Billion 0.56% of portfolio
7,804
Q3 2025 Added 0.04%
$1.65T
$1.43 Billion 0.56% of portfolio
5,883
Q3 2025 Reduced 0.22%
$20.1B
$1.35 Billion 0.53% of portfolio
2,391
Q3 2025 Added 3.51%
$255B
$1.35 Billion 0.53% of portfolio
4,076
Q3 2025 Added 1.62%
$0
$1.35 Billion 0.52% of portfolio
51,972
Q3 2025 Reduced 0.03%
$0
$1.3 Billion 0.51% of portfolio
19,756
Q3 2025 Added 6.08%
$11.4B
$1.3 Billion 0.51% of portfolio
3,204
Q3 2025 Reduced 22.93%
$65.7B
$1.26 Billion 0.49% of portfolio
4,192
Q3 2025 Reduced 0.59%
$0
$1.25 Billion 0.49% of portfolio
21,967
Q3 2025 Reduced 1.09%
$35B
$1.23 Billion 0.48% of portfolio
10,758
Q3 2025 Reduced 1.12%
$266B
$1.22 Billion 0.47% of portfolio
4,315
Q3 2025 Added 12.19%
$0
$1.21 Billion 0.47% of portfolio
16,497
Q3 2025 Reduced 0.13%
$42.8B
$1.17 Billion 0.46% of portfolio
13,245
Q3 2025 Added 0.41%
$19B
$1.18 Billion 0.46% of portfolio
5,733
Q3 2025 Added 5.93%
$0
$1.19 Billion 0.46% of portfolio
16,183
Q3 2025 Added 1.05%
$269B
$1.12 Billion 0.44% of portfolio
4,670
Q3 2025 Added 9.86%
$168B
$1.13 Billion 0.44% of portfolio
14,903
Q3 2025 Reduced 0.83%
$170B
$1.12 Billion 0.44% of portfolio
7,724
Q3 2025 Added 5.53%
$99.7B
$1.12 Billion 0.44% of portfolio
5,827
Q3 2025 Added 2.0%
$48.8B
$1.11 Billion 0.43% of portfolio
22,772
Q3 2025 Added 0.38%
$25.8B
$1.1 Billion 0.43% of portfolio
4,435
Q3 2025 Reduced 0.47%
$65.2B
$1.08 Billion 0.42% of portfolio
2,566
Q3 2025 Added 3.3%
$1.74T
$1.07 Billion 0.42% of portfolio
4,391
Q3 2025 Added 0.09%
$0
$1.03 Billion 0.4% of portfolio
15,833
Q3 2025 Added 2.64%
$0
$1.04 Billion 0.4% of portfolio
15,581
Q3 2025 Added 0.65%
$63.4B
$1.02 Billion 0.4% of portfolio
2,238
Q3 2025 Added 0.9%
$31.5B
$1.02 Billion 0.4% of portfolio
14,004
Q3 2025 Reduced 3.86%
$86.1B
$1 Billion 0.39% of portfolio
2,895
Q3 2025 Added 1.22%
$0
$1 Billion 0.39% of portfolio
4,646
Q3 2025 Added 2.02%
$300B
$991 Million 0.39% of portfolio
2,869
Q3 2025 Reduced 2.12%
-
$963 Million 0.38% of portfolio
-
Q3 2025 Added 0.12%
$0
$975 Million 0.38% of portfolio
3,318
Q3 2025 Added 1.75%
$0
$952 Million 0.37% of portfolio
14,154
Q3 2025 Reduced 0.25%
$0
$943 Million 0.37% of portfolio
10,532
Q3 2025 Added 4.18%
$228B
$903 Million 0.35% of portfolio
6,742
Q3 2025 Added 0.25%
$0
$890 Million 0.35% of portfolio
9,209
Q3 2025 Added 0.01%
$98.6B
$893 Million 0.35% of portfolio
9,422
Q3 2025 Added 0.06%
$1.29T
$908 Million 0.35% of portfolio
2,041
Q3 2025 Reduced 0.68%
$0
$869 Million 0.34% of portfolio
9,432
Q2 2025 Added 0.01%
$1.37T
$841 Million 0.33% of portfolio
1,145
Q3 2025 Reduced 0.78%

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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