StockDriftsStockDriftsTop 50 tru Independence LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 10.37% | 534.8K | $23.7M | +1.27%(+6.73K) | $31.77(+44.93%) | 2026-06-30 | |
| RDVY | FIRST TR EXCHANGE TRADED FD | 9.24% | 260.6K | $21.1M | +1.21%(+3.13K) | $54.69(+52.84%) | 2026-06-30 | |
| FBND | FIDELITY MERRIMACK STR TR | 8.67% | 435.7K | $19.8M | +10.53%(+41.52K) | $45.66(-1.73%) | 2026-06-30 | |
| FTCS | FIRST TR EXCHANGE-TRADED FD | 8.18% | 199.2K | $18.7M | +7.47%(+13.85K) | $82.31(+22.72%) | 2026-06-30 | |
| DFAI | DIMENSIONAL ETF TRUST | 7% | 387.8K | $16.0M | +0.63%(+2.44K) | $28.53(+51.94%) | 2026-06-30 | |
| QGRW | WISDOMTREE TR | 5.66% | 196.0K | $12.9M | -1.52%(-3.02K) | $42.41(+61.32%) | 2026-06-30 | |
| CGGR | CAPITAL GROUP GROWTH ETF | 4.62% | 223.7K | $10.6M | +4.21%(+9.03K) | $38.22(+23.06%) | 2026-06-30 | |
| AAPL | APPLE INC | 4.48% | 35.4K | $10.3M | +0.20%(+72) | $113.72(+168.54%) | 2026-06-30 | |
| HGER | HARBOR ETF TRUST | 3.16% | 246.5K | $7.2M | +6.47%(+14.99K) | $24.10(+38.48%) | 2026-06-30 | |
| XC | WISDOMTREE TR | 3.03% | 218.6K | $6.9M | +6.51%(+13.36K) | $31.05(+3.76%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +13.81% | +47.42% | +4.47% | +24.45% |
| Top 20 Holdings Unweighted | +14.14% | +48.71% | +4.81% | +26.45% |
tru Independence LLC reports $228.66M in US-listed equity holdings across 108 positions in its most recent 13F filing. Its largest disclosed positions are DFAC (10.4%), RDVY (9.2%) and FBND (8.7%). The top 20 holdings account for 80.69% of reported assets. Its disclosed equity book has returned +47.42% 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 LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1785445). View tru Independence LLC’s 13F filings on SEC