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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 $256,207,428
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Jpmorgan Chase & Co
 JPM 42,035 $13,544,637 5.29%
2.
Apple Inc.
 AAPL 34,590 $9,403,580 3.67%
3.
Microsoft Corp
 MSFT 14,389 $6,958,739 2.72%
4.
Invesco Exchange Traded Fd T - S&P500 EQL WGT
 22,616 $4,332,292 1.69%
5.
Nvidia Corp
 NVDA 23,003 $4,290,137 1.67%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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