StockDriftsStockDriftsTop 50 Trueblood Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| JPM | JPMORGAN CHASE & CO | 4.67% | 40.9K | $13.4M | -0.59%(-244) | $157.56(+129.43%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.49% | 34.6K | $10.0M | +0.93%(+318) | $183.09(+67.50%) | 2026-06-30 | |
| CAT | CATERPILLAR INC | 2.07% | 5.6K | $5.9M | -0.64%(-36) | $289.16(+195.95%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 1.94% | 14.9K | $5.5M | +2.61%(+378) | $352.48(+42.64%) | 2026-06-30 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 1.88% | 25.3K | $5.4M | +5.11%(+1.23K) | $175.24(+26.00%) | 2026-06-30 | |
| RDVI | FIRST TR EXCHANGE-TRADED FD | 1.79% | 174.9K | $5.1M | +4.12%(+6.93K) | $24.07(+24.12%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 1.77% | 25.4K | $5.1M | +8.35%(+1.96K) | $85.49(+157.88%) | 2026-06-30 | |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | 1.47% | 99.3K | $4.2M | +4.32%(+4.12K) | $29.15(+39.41%) | 2026-06-30 | |
| SDVY | FIRST TR EXCHANGE TRADED FD | 1.47% | 97.3K | $4.2M | +2.05%(+1.95K) | $32.62(+36.73%) | 2026-06-30 | |
| FTA | FIRST TR EXCHANGE-TRADED ALP | 1.4% | 41.5K | $4.0M | +1.26%(+518) | $72.26(+41.46%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (10 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +39.75% |
| Top 20 Holdings Unweighted | — | — | — | — | +35.66% |
Trueblood Wealth Management, LLC reports $286.47M in US-listed equity holdings across 261 positions in its most recent 13F filing. Its largest disclosed positions are JPM (4.7%), AAPL (3.5%) and CAT (2.1%). The top 20 holdings account for 32.19% of reported assets. Its disclosed equity book has returned +39.75% cumulatively over 10 quarters. 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 Trueblood Wealth Management, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2005380). View Trueblood Wealth Management, LLC’s 13F filings on SEC