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Home > Institutional Investor > Trueblood Wealth Management, Llc > Profile

Instuitional Investor - Trueblood Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Trueblood Wealth Management, Llc
Portfolio Value $202,905,540
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Jpmorgan Chase & Co
 JPM 49,579 $11,884,601 5.85%
2.
Apple Inc.
 AAPL 35,314 $8,843,377 4.35%
3.
Microsoft Corp
 MSFT 13,831 $5,829,863 2.87%
4.
Accenture Plc
 ACN 10,057 $3,537,952 1.74%
5.
First Tr Exchange-Traded Fd - SMID RISNG ETF
 81,514 $2,922,277 1.44%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)