DOSSIER · 13F-HR · Q1 2026

TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC

$163M in tracked AUM across 82 positions as of Q1 2026.

TI
CIK 0001849497 · last filed Mar 31, 2026
Total AUM
$163M
as of Q1 2026
Holdings
82
positions
Whale Score
51
51
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

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
DFAC
DIMENSIONAL ETF TRUST
$18M454K10.9%
02
DFSD
DIMENSIONAL ETF TRUST
$7M152K4.5%
03
DFGP
DIMENSIONAL ETF TRUST
$7M125K4.1%
04
IVV
ISHARES TR
$7M10K4.0%
05
QQQ
INVESCO QQQ TR
$6M11K4.0%
06
VTIP
VANGUARD MALVERN FDS
$6M126K3.9%
07
DFCF
DIMENSIONAL ETF TRUST
$6M141K3.7%
08
AMZN
AMAZON COM INC
$6M27K3.5%
09
GOOGL
ALPHABET INC
$6M19K3.4%
10
IEI
ISHARES TR
$5M46K3.4%

Filing history

2026Q1Mar 31
$163M 1.7%
82 positionsView →
2025Q4Dec 31
$160M 83.1%
86 positionsView →
2025Q3Sep 30
$87M 40.3%
48 positionsView →
2025Q2Jun 30
$146M 9.3%
90 positionsLocked
2025Q1Mar 31
$134M 11.3%
90 positionsLocked
2024Q4Dec 31
$120M 1.2%
80 positionsLocked
2024Q3Sep 30
$119M 19.3%
82 positionsLocked
2023Q1Mar 31
$99M 5.7%
77 positionsLocked
2022Q3Sep 30
$94M 22.5%
68 positionsLocked
2022Q2Jun 30
$122M 30.2%
67 positionsLocked
2022Q1Mar 31
$174M 7.7%
97 positionsLocked
2021Q4Dec 31
$189M 33.8%
132 positionsLocked
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