13F Insight
DOSSIER · 13F-HR · Q2 2026

Trueblood Wealth Management, LLC

$286M in tracked AUM across 261 positions as of Q2 2026.

TW
CIK 0002005380 · last filed Jun 30, 2026
Total AUM
$286M
as of Q2 2026
Holdings
261
—
positions
Whale Score
42
42
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Trueblood Wealth Management, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
JPM
JPMORGAN CHASE & CO
$13M41K4.7%02
AAPL
APPLE INC
$10M35K3.5%03
CAT
CATERPILLAR INC
$6M6K2.1%04
MSFT
MICROSOFT CORP
$6M15K1.9%05
RSP
INVESCO EXCHANGE TRADED FD T
$5M25K1.9%06
RDVI
FIRST TR EXCHANGE-TRADED FD
$5M175K1.8%07
NVDA
NVIDIA CORPORATION
$5M25K1.8%08
CGGO
CAPITAL GROUP GBL GROWTH EQT
$4M99K1.5%09
SDVY
FIRST TR EXCHANGE TRADED FD
$4M97K1.5%10
FTA
FIRST TR EXCHANGE-TRADED ALP
$4M41K1.4%

Filing history

2026Q2Jun 30
$286M▲ 12.0%
261 positionsView →2026Q1Mar 31
$256M▼ 0.2%
256 positionsView →2025Q4Dec 31
$256M▼ 0.1%
252 positionsView →2025Q3Sep 30
$256M▲ 7.2%
254 positionsView →2025Q2Jun 30
$239M▲ 10.9%
249 positionsLocked2025Q1Mar 31
$216M▲ 6.2%
235 positionsLocked2024Q4Dec 31
$203M▲ 1.9%
225 positionsLocked2024Q3Sep 30
$199M▲ 12.4%
231 positionsLocked2024Q2Jun 30
$177M▲ 1.5%
218 positionsLocked2024Q1Mar 31
$175M▲ 9.6%
224 positionsLocked2023Q4Dec 31
$159M—
208 positionsLocked