StockDriftsStockDriftsTop 50 Tru Independence LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 10.29% | 541.7K | $24.1M | +1.29%(+6.91K) | $31.93(+40.52%) | 2026-09-30 | |
| RDVY | FIRST TR EXCHANGE TRADED FD | 8.65% | 258.5K | $20.2M | -0.81%(-2.10K) | $54.69(+45.06%) | 2026-09-30 | |
| FBND | FIDELITY MERRIMACK STR TR | 8.43% | 455.3K | $19.7M | +4.49%(+19.58K) | $45.61(-4.22%) | 2026-09-30 | |
| FTCS | FIRST TR EXCHANGE-TRADED FD | 8.2% | 204.3K | $19.2M | +2.57%(+5.12K) | $82.59(+19.87%) | 2026-09-30 | |
| DFAI | DIMENSIONAL ETF TRUST | 7.03% | 397.0K | $16.4M | +2.37%(+9.21K) | $28.83(+43.30%) | 2026-09-30 | |
| QGRW | WISDOMTREE TR | 5.81% | 198.0K | $13.6M | +1.03%(+2.02K) | $42.67(+59.09%) | 2026-09-30 | |
| AAPL | APPLE INC | 5.07% | 35.6K | $11.9M | +0.50%(+176) | $114.70(+199.00%) | 2026-09-30 | |
| CGGR | CAPITAL GROUP GROWTH ETF | 4.69% | 231.2K | $11.0M | +3.39%(+7.58K) | $38.52(+21.74%) | 2026-09-30 | |
| HGER | HARBOR ETF TRUST | 3.61% | 239.6K | $8.4M | -2.79%(-6.88K) | $24.10(+51.26%) | 2026-09-30 | |
| XC | WISDOMTREE TR | 3.03% | 232.4K | $7.1M | +6.31%(+13.79K) | $31.05(-0.06%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.31% | +57.34% | +5.62% | +31.45% |
| Top 20 Holdings Unweighted | +17.18% | +60.90% | +6.23% | +35.26% |
Tru Independence LLC reports $233.90M in US-listed equity holdings across 109 positions in its most recent 13F filing. Its largest disclosed positions are DFAC (10.3%), RDVY (8.7%) and FBND (8.4%). The top 20 holdings account for 80.83% of reported assets. Its disclosed equity book has returned +57.34% on a three-year cumulative basis. Figures reflect the Q3 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