Trueblood Wealth Management, LLC - Portfolio Stock Holdings
Trueblood Wealth Management, LLC disclosed 271 stock positions in a recent SEC 13F filing. $284,752,543 of stock holdings were filed, with the largest holdings including JPM, AAPL, and MSFT. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $474,149,389 and has 3 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:
271Est. Stock Holding Value:
$284,752,543Top Stock Holdings By Sector
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Portfolio Stock Holdings - Trueblood Wealth Management, LLC
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