Three Cord True Wealth Management, LLC - Portfolio Stock Holdings
Three Cord True Wealth Management, LLC disclosed 46 stock positions in a recent SEC 13F filing. $213,089,287 of stock holdings were filed, with the largest holdings including SPYG, RECS, and AVLV. This filing represented positions held on Sept. 30, 2026, and was filed today.We estimate the fund has a total AUM of $317,888,046 and has 9 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
46Est. Stock Holding Value:
$213,089,287Top Stock Holdings By Sector
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Portfolio Stock Holdings - Three Cord True Wealth Management, LLC
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