StockDriftsStockDriftsTop 50 True Vision Mn Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IUSB | ISHARES TR | 8.82% | 370.2K | $17.1M | +17.26%(+54.48K) | $45.42(+1.33%) | 2026-03-31 | |
| IVV | ISHARES TR | 8.1% | 24.1K | $15.7M | +32.92%(+5.96K) | $514.57(+41.28%) | 2026-03-31 | |
| IVE | ISHARES TR | 5.36% | 49.2K | $10.4M | -2.87%(-1.46K) | $192.46(+16.29%) | 2026-03-31 | |
| IVW | ISHARES TR | 4.95% | 84.8K | $9.6M | +13.32%(+9.97K) | $85.90(+53.03%) | 2026-03-31 | |
| DYNF | BLACKROCK ETF TRUST | 4.95% | 164.9K | $9.6M | -7.56%(-13.48K) | $44.69(+44.38%) | 2026-03-31 | |
| IEMG | ISHARES INC | 4.46% | 124.1K | $8.7M | -11.76%(-16.53K) | $53.68(+49.32%) | 2026-03-31 | |
| EFV | ISHARES TR | 4.02% | 104.9K | $7.8M | +5.00%(+5.00K) | $56.57(+36.18%) | 2026-03-31 | |
| GOVT | ISHARES TR | 3.27% | 277.0K | $6.3M | +524.20%(+232.59K) | $22.93(-0.85%) | 2026-03-31 | |
| MUB | ISHARES TR | 3.02% | 55.1K | $5.9M | +17.17%(+8.07K) | $106.29(+0.45%) | 2026-03-31 | |
| MBB | ISHARES TR | 2.96% | 60.4K | $5.7M | +16.91%(+8.73K) | $92.68(+1.76%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (9 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +22.94% |
| Top 20 Holdings Unweighted | — | — | — | — | +21.95% |
True Vision Mn Llc reports $193.90M in US-listed equity holdings across 98 positions in its most recent 13F filing. Its largest disclosed positions are IUSB (8.8%), IVV (8.1%) and IVE (5.4%). The top 20 holdings account for 70.76% of reported assets. Its disclosed equity book has returned +22.94% cumulatively over 9 quarters. Figures reflect the Q1 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 True Vision Mn Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2013460). View True Vision Mn Llc’s 13F filings on SEC