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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 $215,577,980
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Jpmorgan Chase & Co
 JPM 46,431 $11,389,435 5.28%
2.
Apple Inc.
 AAPL 35,509 $7,887,659 3.66%
3.
Microsoft Corp
 MSFT 14,260 $5,353,167 2.48%
4.
Arthur J. Gallagher & Co.
 AJG 9,808 $3,386,114 1.57%
5.
Invesco Exchange Traded Fd T - S&P500 EQL WGT
 17,961 $3,111,384 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)