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
$25.4B
$318 Million 0.12% of portfolio
4,466
Q3 2025 Reduced 2.17%
$181B
$313 Million 0.12% of portfolio
3,191
Q3 2025 Added 12.36%
$0
$299 Million 0.12% of portfolio
14,494
Q3 2025 New
$32B
$319 Million 0.12% of portfolio
1,821
Q2 2025 Reduced 5.94%
$37.6B
$279 Million 0.11% of portfolio
4,145
Q3 2025 Added 18.23%
$39.4B
$283 Million 0.11% of portfolio
395
Q1 2025 Added 0.25%
$258B
$281 Million 0.11% of portfolio
1,682
Q3 2025 Reduced 1.29%
$72.3B
$270 Million 0.11% of portfolio
2,419
Q3 2025 Added 0.71%
$413B
$275 Million 0.11% of portfolio
5,326
Q3 2025 Added 3.24%
$19.3B
$290 Million 0.11% of portfolio
3,110
Q3 2025 Added 21.29%
$342B
$282 Million 0.11% of portfolio
1,548
Q3 2025 Added 4.95%
$23.5B
$282 Million 0.11% of portfolio
8,035
Q3 2025 Reduced 32.82%
$0
$279 Million 0.11% of portfolio
16,987
Q2 2025 New
$16.4B
$271 Million 0.11% of portfolio
4,054
Q3 2025 Reduced 0.86%
$86.7B
$268 Million 0.1% of portfolio
439
Q3 2024 New
$70.1B
$268 Million 0.1% of portfolio
1,575
Q3 2025 Added 2.47%
$91.4B
$247 Million 0.1% of portfolio
1,592
Q3 2025 Added 0.82%
$68.5B
$250 Million 0.1% of portfolio
1,835
Q3 2025 Added 0.33%
$11.6B
$255 Million 0.1% of portfolio
2,346
Q3 2025 Reduced 0.76%
$13.5B
$262 Million 0.1% of portfolio
3,082
Q3 2025 Added 0.13%
$22.2B
$264 Million 0.1% of portfolio
10,000
Q3 2025 New
$11.4B
$249 Million 0.1% of portfolio
2,000
Q2 2024 New
$89.7B
$265 Million 0.1% of portfolio
1,317
Q3 2025 Added 0.23%
$0
$259 Million 0.1% of portfolio
5,206
Q3 2025 Added 0.21%
$39.2B
$230 Million 0.09% of portfolio
1,375
Q3 2025 Added 0.51%
$67.6B
$236 Million 0.09% of portfolio
4,889
Q3 2025 Added 8.91%
$0
$224 Million 0.09% of portfolio
2,023
Q3 2025 Added 7.49%
$12.1B
$230 Million 0.09% of portfolio
1,661
Q3 2025 New
$0
$233 Million 0.09% of portfolio
2,451
Q3 2025 Added 0.37%
$875M
$224 Million 0.09% of portfolio
5,703
Q3 2025 Added 4.64%
$0
$226 Million 0.09% of portfolio
1,912
Q3 2025 Added 0.1%
$24.1B
$233 Million 0.09% of portfolio
5,509
Q3 2025 New
$128B
$231 Million 0.09% of portfolio
2,424
Q3 2025 Added 0.66%
$41.2B
$225 Million 0.09% of portfolio
754
Q3 2025 New
$16.1B
$237 Million 0.09% of portfolio
3,910
Q3 2025 Added 2.98%
$0
$233 Million 0.09% of portfolio
2,365
Q3 2025 Added 0.13%
$0
$230 Million 0.09% of portfolio
2,202
Q3 2025 Added 0.09%
Perspective Therapeutics Inc
-
$237 Million 0.09% of portfolio
-
Q2 2025 Added 210.58%
$12.8B
$227 Million 0.09% of portfolio
2,000
Q3 2025 Reduced 4.76%
$37.9B
$219 Million 0.09% of portfolio
2,662
Q2 2025 Reduced 0.19%
$7.89B
$236 Million 0.09% of portfolio
252
Q3 2024 New
$0
$221 Million 0.09% of portfolio
1,761
Q3 2025 Added 0.17%
$0
$214 Million 0.08% of portfolio
1,441
Q3 2025 Added 0.42%
$14.5B
$206 Million 0.08% of portfolio
477
Q3 2025 Added 0.21%
$41B
$213 Million 0.08% of portfolio
1,123
Q3 2025 New
$0
$203 Million 0.08% of portfolio
2,022
Q3 2025 New
$130B
$216 Million 0.08% of portfolio
607
Q3 2025 New
$68.9B
$207 Million 0.08% of portfolio
879
Q3 2025 Reduced 4.14%
$0
$158 Million 0.06% of portfolio
11,742
Q4 2023 New

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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