13F Insight
DOSSIER · 13F-HR · Q1 2026

Three Cord True Wealth Management, LLC

Three Cord True Wealth's holding co. based in Greenwich, CT — $180M in tracked AUM across 39 positions as of Q1 2026.

TC
Three Cord True Wealth·Greenwich, CT·Holding Co.
CIK 0002056001 · last filed Mar 31, 2026
Total AUM
$180M
▼ 7.1%
vs prior
Holdings
39
—
positions
Whale Score
69
69
tracked
Activity
—
no data
changes this Q
Top sector
Health Care
10% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Portfolio Overview

Three Cord True Wealth Management, LLC manages a concentrated portfolio with a total market value of approximately $95.31 million as of the reporting period ended September 30, 2025. The firm's strategy is characterized by high conviction, evidenced by a low turnover rate and a compact number of holdings (14). The portfolio experienced solid growth during the quarter, increasing in value by 10.5% from $86.24 million. This growth is attributable to a combination of market ...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
RECS
COLUMBIA ETF TR I
$26M666K14.4%
02
SPYG
SPDR SERIES TRUST
$24M249K13.6%
03
AVLV
AMERICAN CENTY ETF TR
$24M296K13.3%
04
JAAA
JANUS DETROIT STR TR
$19M385K10.8%
05
FNX
FIRST TR EXCHANGE-TRADED ALP
$18M137K9.7%
06
IDMO
INVESCO EXCH TRADED FD TR II
$16M290K8.8%
07
AVUV
AMERICAN CENTY ETF TR
$13M121K7.4%
08
EDIV
SPDR INDEX SHS FDS
$8M197K4.3%
09
OUNZ
VANECK MERK GOLD ETF
$7M163K4.1%
10
BUFR
FIRST TR EXCHNG TRADED FD VI
$7M193K3.6%

Filing history

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