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Filers›Family Office›TRUE BLUE FINANCIAL, LLC
DOSSIER · 13F-HR · Q1 2026

TRUE BLUE FINANCIAL, LLC

TRUE BLUE FINANCIAL's family office based in Greenwich, CT — $127M in tracked AUM across 52 positions as of Q1 2026.

TB
TRUE BLUE FINANCIAL·Greenwich, CT·Family Office
CIK 0002010212 · last filed Mar 31, 2026
Total AUM
$127M
▲ 4.9%
vs prior
Holdings
52
—
positions
Whale Score
52
52
tracked
Activity
—
no data
changes this Q
Top sector
Financials
4% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

TRUE BLUE FINANCIAL, 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
FMB
FIRST TR EXCH TRADED FD III
$14M269K10.8%
02
SPIB
SPDR SERIES TRUST
$13M389K10.3%
03
DFAX
DIMENSIONAL ETF TRUST
$8M242K6.5%
04
SPTM
SPDR SERIES TRUST
$7M83K5.2%
05
DFAC
DIMENSIONAL ETF TRUST
$6M158K4.8%
06
NUSC
NUSHARES ETF TR
$6M128K4.5%
07
NULG
NUSHARES ETF TR
$4M48K3.5%
08
FSMB
FIRST TR EXCH TRADED FD III
$4M211K3.3%
09
CGGR
CAPITAL GROUP GROWTH ETF
$4M101K3.2%
10
CGDV
CAPITAL GROUP DIVIDEND VALUE
$4M94K3.2%

Filing history

Filing history loading…
AI Agent · grounded in TRUE
haiku-4-5 · 52 positions indexed
Sector mix
  • Financials4%
  • Health Care9%
  • Cons. Disc.46%
  • Communications13%
  • Industrials29%
  • Energy11%
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