account_balance
Investment manager · 13F filer · SEC CIK 2005380
Trueblood Wealth Management, LLC
Reported value$284Mas of Sep 30, 2026
Positions262 11 new, 10 sold out
Top 10 weight22.7%JPM alone is 5%
FiledOct 2323 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
JPMJPMorgan Chase & Co
4.8%
AAPLApple Inc.
4.0%
MSFTMicrosoft Corp
2.6%Trimmed −4%
NVDANVIDIA Corp
2.0%Trimmed −3%
RSPInvesco Exchange Traded Fd T
2.0%Added +6%
RDVIFirst Tr Exchange-Traded Fd
1.7%
CATCaterpillar Inc
1.6%
CGGOCapital Group GBL Growth Eqt
1.4%Added +3%
SDVYFirst Tr Exchange Traded Fd
1.4%
FTAFirst Tr Exchange-Traded Alp
1.4%
FGDFirst Tr Exchange-Traded Fd
1.3%Added +8%
VOOVanguard Index FDS
1.2%Added +7%
JPMJPMorgan Chase & Co
4.8%
AAPLApple Inc.
4.0%
MSFTMicrosoft Corp
2.6%−4%
NVDANVIDIA Corp
2.0%−3%
RSPInvesco Exchange Traded Fd T
2.0%+6%
RDVIFirst Tr Exchange-Traded Fd
1.7%
CATCaterpillar Inc
1.6%
CGGOCapital Group GBL Growth Eqt
1.4%
SDVYFirst Tr Exchange Traded Fd
1.4%
FTA1.4%
FGD1.3%
VOO1.2%
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
JPM JPMorgan Chase & Co 4.8% HeldAAPL Apple Inc. 4.0% HeldMSFT Microsoft Corp 2.6% Trimmed −4%NVDA NVIDIA Corp 2.0% Trimmed −3%
RSP Invesco Exchange Traded Fd T 2.0% Added +6%
RDVI First Tr Exchange-Traded Fd 1.7% Held
CAT Caterpillar Inc 1.6% HeldCGGO Capital Group GBL Growth Eqt 1.4% Added +3%
SDVY First Tr Exchange Traded Fd 1.4% Held
FTA First Tr Exchange-Traded Alp 1.4% Held
FGD First Tr Exchange-Traded Fd 1.3% Added +8%
VOO Vanguard Index FDS 1.2% Added +7%
What changed
Biggest moves since Jun 30, 2026
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