account_balance

Investment manager · 13F filer · SEC CIK 1639695

TruNorth Capital Management, LLC

Reported value$641Mas of Sep 30, 2026
Positions123 9 new, 9 sold out
Top 10 weight75.5%SCHB alone is 26%
FiledOct 1414 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
SCHB Schwab Strategic Tr 25.6% Added +3%
SCHF Schwab Strategic Tr 10.8% Added +6%
DFCF Dimensional ETF Trust 9.8% Added +113%
SCHO Schwab Strategic Tr 8.3% Added +6%
SCHA Schwab Strategic Tr 4.9% Added +2%
FNDX Schwab Strategic Tr 4.7% Held
ITOT iShares Tr 4.1% Held
SCHE Schwab Strategic Tr 2.9% Added +4%
DFGP Dimensional ETF Trust 2.5% Added +5%
SPY SPDR S&P 500 ETF Trust 1.7% Held
QQQ Invesco QQQ Tr 1.4% Held
VTEB Vanguard Mun Bd FDS 1.4% New

What changed

Biggest moves since Jun 30, 2026

Filed Oct 14, 2026, compared with the Jul 23, 2026 filing
add_circleNew
  • VTEB $9.02M
  • VTES $8.93M
  • ZBRA $243K
  • UNH $227K
arrow_upwardAdded
arrow_downwardTrimmed
  • SHM −67%
  • MUB −66%
  • TFI −60%
  • SYK −19%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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