account_balance

Investment manager · 13F filer · SEC CIK 1856022

Blue Trust, Inc.

Reported value$9.5Bas of Sep 30, 2026
Positions2,523 390 new, 311 sold out
Top 10 weight54.4%IEF alone is 7%
FiledOct 1515 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
IEF iShares Tr 7.3% Added +7%
ITOT iShares Tr 7.2% Held
QUAL iShares Tr 6.8% Added +7%
VUSE ETF Ser Solutions 5.8% Trimmed −3%
IPAC iShares Tr 5.8% Added +8%
VBND ETF Ser Solutions 4.9% Added +3%
IUSV iShares Tr 4.9% Held
JMOM J P Morgan Exchange Traded F 4.0% Trimmed −6%
VGIT Vanguard Scottsdale FDS 3.9% Held
VIDI ETF Ser Solutions 3.9% Held
MTUM iShares Tr 3.7% Trimmed −21%
IUSG iShares Tr 3.7% Trimmed −4%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 15, 2026, compared with the Jul 21, 2026 filing
add_circleNew
  • ESUM $3.42M
  • SKHY $3.28M
  • IWL $2.86M
  • IGSB $2.1M
arrow_upwardAdded
  • SGOV +473%
  • SPY +185%
  • PAAA +45%
  • XSVN +30%
arrow_downwardTrimmed
  • MTUM −21%
  • VXF −8%
  • MBB −6%
  • NVDA −6%
remove_circleSold out
  • FLKR $8.67M
  • Berkshire Hathaway Inc $3.74M
  • SMIN $907K
  • GBIL $802K

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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