account_balance

Investment manager · 13F filer · SEC CIK 1766067

Truefg, LLC

Reported value$428Mas of Sep 30, 2026
Positions75 0 new, 0 sold out
Top 10 weight87.1%SPDW alone is 16%
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
SPDW SPDR Index SHS FDS 16.3% Held
IJH iShares Tr 15.2% Held
VTV Vanguard Index FDS 12.8% Held
SPYG SPDR Series Trust 12.7% Held
SPAB SPDR Series Trust 7.8% Held
IJR iShares Tr 7.5% Held
FREL Fidelity Covington Trust 4.8% Held
SPIB SPDR Series Trust 4.4% Held
SPEM SPDR Index SHS FDS 3.4% Held
SPSB SPDR Series Trust 2.2% Held
SPYM SPDR Series Trust 1.5% Held
IVV iShares Tr 1.5% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 14, 2026, compared with the Jul 16, 2026 filing
add_circleNew

None

arrow_upwardAdded

None

arrow_downwardTrimmed

None

remove_circleSold out

None

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.

This is data, not investment advice. About StockToast · Your watchlist