StockDriftsStockDriftsTop 50 Tru Independence Asset Management 2 LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 10.94% | 455.6K | $20.2M | +0.36%(+1.65K) | $33.91(+35.62%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 4.5% | 11.3K | $8.3M | +0.60%(+67) | $514.23(+40.18%) | 2026-06-30 | |
| IVV | ISHARES TR | 4.21% | 10.4K | $7.8M | +3.59%(+360) | $601.64(+29.21%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 4.15% | 32.2K | $7.7M | +18.54%(+5.03K) | $206.86(+32.92%) | 2026-06-30 | |
| DFGP | DIMENSIONAL ETF TRUST | 4.09% | 138.8K | $7.6M | +11.12%(+13.88K) | $53.97(-0.91%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 3.89% | 20.1K | $7.2M | +3.62%(+702) | $174.09(+101.88%) | 2026-06-30 | |
| DFSD | DIMENSIONAL ETF TRUST | 3.77% | 145.9K | $7.0M | -4.00%(-6.08K) | $47.44(-0.05%) | 2026-06-30 | |
| VTIP | VANGUARD MALVERN FDS | 3.62% | 132.9K | $6.7M | +5.07%(+6.41K) | $50.10(-0.83%) | 2026-06-30 | |
| DFCF | DIMENSIONAL ETF TRUST | 3.02% | 132.0K | $5.6M | -6.67%(-9.43K) | $42.37(-1.65%) | 2026-06-30 | |
| IEI | ISHARES TR | 2.99% | 47.0K | $5.5M | +1.68%(+777) | $117.23(-0.64%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (16 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +0.39% | +1.18% | — | — | +11.98% |
| Top 20 Holdings Unweighted | +0.60% | +1.80% | — | — | +13.61% |
Tru Independence Asset Management 2 LLC reports $184.66M in US-listed equity holdings across 97 positions in its most recent 13F filing. Its largest disclosed positions are DFAC (10.9%), QQQ (4.5%) and IVV (4.2%). The top 20 holdings account for 67.74% of reported assets. Its disclosed equity book has returned +1.18% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Tru Independence Asset Management 2 LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1849497). View Tru Independence Asset Management 2 LLC’s 13F filings on SEC