StockDriftsStockDriftsTop 50 Trueblood Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| JPM | JPMORGAN CHASE & CO | 4.75% | 40.8K | $13.5M | -0.16%(-64) | $157.56(+110.80%) | 2026-09-30 | |
| AAPL | APPLE INC | 4.02% | 34.3K | $11.4M | -0.83%(-286) | $183.09(+89.42%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 2.58% | 14.3K | $7.3M | -4.06%(-604) | $352.48(+48.62%) | 2026-09-30 | |
| NVDA | NVIDIA CORPORATION | 1.98% | 24.6K | $5.6M | -2.87%(-729) | $85.49(+147.87%) | 2026-09-30 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 1.95% | 26.7K | $5.5M | +5.53%(+1.40K) | $176.01(+23.18%) | 2026-09-30 | |
| RDVI | FIRST TR EXCHANGE-TRADED FD | 1.7% | 173.2K | $4.8M | -0.97%(-1.69K) | $24.18(+15.13%) | 2026-09-30 | |
| CAT | CATERPILLAR INC | 1.57% | 5.5K | $4.5M | -1.12%(-62) | $289.16(+137.75%) | 2026-09-30 | |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | 1.44% | 102.6K | $4.1M | +3.24%(+3.22K) | $29.52(+26.51%) | 2026-09-30 | |
| SDVY | FIRST TR EXCHANGE TRADED FD | 1.38% | 96.7K | $3.9M | -0.66%(-646) | $32.62(+29.04%) | 2026-09-30 | |
| FTA | FIRST TR EXCHANGE-TRADED ALP | 1.38% | 41.1K | $3.9M | -0.99%(-410) | $72.26(+41.79%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (11 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +41.24% |
| Top 20 Holdings Unweighted | — | — | — | — | +34.41% |
Trueblood Wealth Management LLC reports $284.10M in US-listed equity holdings across 262 positions in its most recent 13F filing. Its largest disclosed positions are JPM (4.8%), AAPL (4.0%) and MSFT (2.6%). The top 20 holdings account for 33.24% of reported assets. Its disclosed equity book has returned +41.24% cumulatively over 11 quarters. 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 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