account_balance

Investment manager · 13F filer · SEC CIK 2108201

truNorth Financial Services, Inc.

Reported value$116Mas of Sep 30, 2026
Positions60 4 new, 3 sold out
Top 10 weight76.0%DGRO alone is 15%
FiledNov 637 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
DGRO iShares Tr 15.4% Held
SCHD Schwab Strategic Tr 13.6% Held
DLN Wisdomtree Tr 12.6% Held
VYM Vanguard Whitehall FDS 12.0% Held
VGSH Vanguard Scottsdale FDS 8.4% Added +64%
GLD SPDR Gold Trust 4.8% Held
VCSH Vanguard Scottsdale FDS 3.2% Trimmed −13%
NVDA NVIDIA Corp 2.1% Trimmed −6%
SDY SPDR Series Trust 2.0% Held
SLV iShares Silver Trust 2.0% HeldSPY SPDR S&P 500 ETF Trust 1.9% Held
VIG Vanguard Specialized Funds 1.8% Held

What changed

Biggest moves since Jun 30, 2026

Filed Nov 6, 2026, compared with the Jul 30, 2026 filing
add_circleNew
arrow_upwardAdded
  • VGSH +64%
  • PSC +13%
  • IBM +10%
  • GE +4%
arrow_downwardTrimmed
  • VBR −13%
  • VCSH −13%
  • MRVL −9%
  • LRCX −8%
remove_circleSold out
  • LPX $297K
  • SPYG $219K
  • IWF $209K

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