account_balance

Investment manager · 13F filer · SEC CIK 2056001

Three Cord True Wealth Management, LLC

Reported value$214Mas of Sep 30, 2026
Positions42 3 new, 4 sold out
Top 10 weight89.3%SPYG alone is 15%
FiledNov 1041 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
SPYG SPDR Series Trust 15.3% Held
RECS Columbia ETF Tr I 15.2% Held
AVLV American Centy ETF Tr 14.3% Added +8%
PAAA Pgim ETF Tr 10.1% Added +3216%
IDMO Invesco Exch Traded Fd Tr II 9.4% Added +5%
FNX First Tr Exchange-Traded Alp 9.1% Held
AVUV American Centy ETF Tr 6.6% Trimmed −6%
EDIV SPDR Index SHS FDS 3.6% Trimmed −10%
OUNZ VanEck Merk Gold ETF 3.2% Held
BUFR First Tr Exchng Traded Fd Vi 2.5% Trimmed −32%
BIL SPDR Series Trust 2.0% Added +53%
NOBL Proshares Tr 1.4% Held

What changed

Biggest moves since Jun 30, 2026

Filed Nov 10, 2026, compared with the Jul 23, 2026 filing
add_circleNew
arrow_upwardAdded
  • PAAA +3216%
  • BIL +53%
  • AAPL +13%
  • IOO +12%
arrow_downwardTrimmed
  • JAAA −96%
  • QQQM −43%
  • BUFR −32%
  • EDIV −10%
remove_circleSold out
  • BSCR $213K
  • BA $210K
  • PAVE $210K
  • COST $210K

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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