account_balance
Investment manager · 13F filer · SEC CIK 2012933
TrueNorth Wealth & Impact, LLC
Reported value$263Mas of Sep 30, 2026
Positions184
Top 10 weight42.3%BIV alone is 9%
FiledNov 1344 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
BIVVanguard Bd Index FDS
9.0%
CGGRCapital Group Growth ETF
4.6%
VIGVanguard Specialized Funds
4.5%
CGVVCapital Group Equity ETF Tr
4.5%
IEFAiShares Tr
3.8%
VOEVanguard Index FDS
3.6%
MSFTMicrosoft Corp
3.2%
WMTWalmart Inc.
3.2%
AAPLApple Inc.
3.0%
RWJInvesco Exch Traded Fd Tr II
3.0%
VWOBVanguard Whitehall FDS
2.2%
VNQVanguard Index FDS
2.2%
BIVVanguard Bd Index FDS
9.0%
CGGRCapital Group Growth ETF
4.6%
VIGVanguard Specialized Funds
4.5%
CGVVCapital Group Equity ETF Tr
4.5%
IEFAiShares Tr
3.8%
VOEVanguard Index FDS
3.6%
MSFTMicrosoft Corp
3.2%
WMTWalmart Inc.
3.2%
AAPLApple Inc.
3.0%
RWJInvesco Exch Traded Fd Tr II
3.0%
VWOB
VNQ2.2%
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
BIV Vanguard Bd Index FDS 9.0%
CGGR Capital Group Growth ETF 4.6%
VIG Vanguard Specialized Funds 4.5%
CGVV Capital Group Equity ETF Tr 4.5%
IEFA iShares Tr 3.8%
VOE Vanguard Index FDS 3.6%
MSFT Microsoft Corp 3.2% WMT Walmart Inc. 3.2% AAPL Apple Inc. 3.0% RWJ Invesco Exch Traded Fd Tr II 3.0%
VWOB Vanguard Whitehall FDS 2.2%
VNQ Vanguard Index FDS 2.2%
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