DOSSIER · 13F-HR · Q1 2026

tru Independence LLC

tru Independence's holding co. based in Stamford, CT — $202M in tracked AUM across 102 positions as of Q1 2026.

TI

tru Independence·Stamford, CT·Holding Co.

CIK 0001785445 · last filed Mar 31, 2026

Total AUM

$202M

▼ 12.9%

vs prior

Holdings

102

—

positions

Whale Score

58

58

tracked

Activity

—

no data

changes this Q

Top sector

Tech

9% weight

concentration

AI Analysis · Q1 2026 · Q1 2026

Comprehensive Analysis of SEC 13F Filing: tru Independence LLC

1. Portfolio Overview

tru Independence LLC has reported a significant expansion in its investment portfolio for the quarter ending December 31, 2025. The total portfolio value surged by 105.1%, growing from approximately $193.36 million to $396.57 million. This doubling of assets under management suggests substantial capital inflows, strong market performance on existing holdings, or a combination of both durin...

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

DIMENSIONAL ETF TRUST

$21M528K10.1%

02

FIDELITY MERRIMACK STR TR

$18M394K8.9%

03

FIRST TR EXCHANGE TRADED FD

$18M257K8.7%

04

FIRST TR EXCHANGE-TRADED FD

$17M185K8.5%

05

DIMENSIONAL ETF TRUST

$15M385K7.4%

06

WISDOMTREE TR

$11M199K5.3%

07

APPLE INC

$9M35K4.4%

08

CAPITAL GROUP GROWTH ETF

$9M215K4.3%

09

HARBOR ETF TRUST

$7M232K3.6%

10

WISDOMTREE TR

$6M205K3.2%

Filing history

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