Fund Holdings — Trueblood Wealth Management, LLC

Total Portfolio Value
$256.41M
Total Bought
$19.05M
Total Sold
$13.13M
Net Transaction
+$5.92M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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APPLE INC(AAPL)35,55335,516-377,2949,0433.53%+1,749
GUARANTY BANCSHARES INC TEX034,100+34,10001,6620.65%+1,662
JPMORGAN CHASE & CO.(JPM)44,79344,339-45412,98613,9865.45%+1,000
ORACLE CORP(ORCL)14,01313,770-2433,0643,8731.51%+809
VANECK ETF TRUST
GOLD MINERS ETF
26,90126,90101,4002,0550.80%+655
NORTHERN TR CORP(NTRS)04,259+4,25905730.22%+573
FASTENAL CO(FAST)20,98129,403+8,4228811,4420.56%+561
NVIDIA CORPORATION(NVDA)20,02419,792-2323,1643,6931.44%+529
FIRST TR EXCHANGE-TRADED FD
FT VEST RIS
130,488142,575+12,0873,2243,6861.44%+461
CATERPILLAR INC(CAT)5,9145,756-1582,2962,7471.07%+450
ALPHABET INC(GOOG)5,8965,883-131,0391,4300.56%+391
ABBVIE INC(ABBV)6,5686,849+2811,2191,5860.62%+367
TAIWAN SEMICONDUCTOR MFG LTD(TSM)6,6556,678+231,5071,8650.73%+358
FIRST TR EXCHANGE-TRADED FD
SMID RISNG ETF
90,57793,044+2,4673,1963,5371.38%+342
BROADCOM INC(AVGO)6,1106,113+31,6842,0170.79%+332
MICROSOFT CORP(MSFT)14,63714,653+167,2817,5892.96%+309
FIRST TR EXCHANGE TRADED FD
NASDAQ BUYWRITE
014,494+14,49402990.12%+299
AMPHENOL CORP NEW14,54613,966-5801,4361,7280.67%+292
ALPHABET INC(GOOG)4,3874,391+47781,0690.42%+291
CUMMINS INC(CMI)2,4842,566+828131,0840.42%+270
SOFI TECHNOLOGIES INC(SOFI)010,000+10,00002640.10%+264
CAPITAL GROUP GBL GROWTH EQT
SHS CREAT UNIT
74,66477,366+2,7022,3872,6441.03%+257
JOHNSON & JOHNSON(JNJ)7,8017,804+31,1921,4470.56%+255
TESLA INC(TSLA)2,0552,041-146539080.35%+255
BAKER HUGHES COMPANY(BKR)22,68622,772+868701,1090.43%+240
GOLDMAN SACHS GROUP INC(GS)2,2692,313+441,6061,8420.72%+236
FIRST TR EXCHANGE TRADED FD
DORSEY WRIGHT
82,27286,625+4,3531,8862,1210.83%+235
ISHARES SILVER TR(SLV)05,509+5,50902330.09%+233
ADVANCED DRAIN SYS INC DEL(WMS)01,661+1,66102300.09%+230
FIRST TR EXCHANGE-TRADED ALP
COM SHS
39,09039,627+5373,0743,3021.29%+228
BOEING CO(BA)1,4972,501+1,0043145400.21%+226
VEEVA SYS INC(VEEV)0754+75402250.09%+225
WELLTOWER INC(WELL)8,9778,983+61,3801,6000.62%+220
FIRST TR EXCHANGE TRADED FD
DJ GLBL DIVID
82,34686,464+4,1182,2682,4860.97%+218
CAPITAL GROUP CORE EQUITY ET
SHS CREAT UNIT
50,43052,573+2,1431,8622,0790.81%+216
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
20,79521,060+2653,7793,9951.56%+216
SPDR GOLD TR(GLD)0607+60702160.08%+216
IQVIA HLDGS INC(IQV)01,123+1,12302130.08%+213
TJX COS INC NEW(TJX)7,3197,724+4059041,1160.44%+213
SNAP ON INC(SNA)4,3384,506+1681,3501,5610.61%+212
ISHARES TR02,022+2,02202030.08%+203
SPDR SERIES TRUST
ST STR SP600SM C
18,66419,059+3951,4891,6900.66%+201
ALIBABA GROUP HLDG LTD(BABA)2,4072,651+2442734740.18%+201
FIRST TR EXCH TRADED FD III
FT VEST SMID
23,44531,191+7,7464816740.26%+194
VANGUARD INDEX FDS3,6393,688+492,0672,2590.88%+192
WALMART INC(WMT)21,51922,224+7052,1042,2900.89%+186
BERKLEY W R CORP7,5289,633+2,1055537380.29%+185
ISHARES INC
CORE MSCI EMKT
18,62419,756+1,1321,1181,3020.51%+184
NORFOLK SOUTHN CORP(NSC)4,2174,192-251,0791,2590.49%+180
CAPITAL GROUP INTL FOCUS EQT
SHS CREAT UNIT
51,94653,563+1,6171,4091,5870.62%+177
MARATHON PETE CORP(MPC)5,7135,827+1149491,1230.44%+174
CASEYS GEN STORES INC(CASY)2,3102,391+811,1791,3520.53%+173
CHEVRON CORP NEW(CVX)14,95514,845-1102,1412,3050.90%+164
CINCINNATI FINL CORP(CINF)17,70217,705+32,6362,7991.09%+163
CAPITAL GROUP DIVIDEND VALUE
SHS CREAT UNIT
32,69034,542+1,8521,2911,4520.57%+161
HOME DEPOT INC(HD)5,2925,174-1181,9402,0960.82%+156
FIRST TR EXCHANGE TRADED FD
RBA INDL ETF
9,2089,209+17508900.35%+141
ISHARES TR
CORE MSCI EAFE
16,36817,224+8561,3661,5040.59%+137
CAPITAL GROUP GROWTH ETF
SHS CREAT UNIT
34,66835,202+5341,4091,5460.60%+137
GRAB HOLDINGS LIMITED
CLASS A ORD
020,000+20,00001200.05%+120
BLACKSTONE INC(BX)4,2044,355+1516297440.29%+115
CAPITAL GROUP DIVIDEND GROWE
SHS ETF
47,44449,361+1,9171,5961,7100.67%+115
CAPITAL GROUP INTERNATIONAL
SHS
44,95847,224+2,2661,4801,5920.62%+112
MR COOPER GROUP INC1,8221,82202723840.15%+112
SHOPIFY INC(SHOP)3,3133,31303824920.19%+110
NIO INC(NIO)014,357+14,35701090.04%+109
TRACTOR SUPPLY CO(TSCO)29,08428,879-2051,5351,6420.64%+108
ISHARES TR5,6356,073+4386167220.28%+106
FIRST TR EXCHANGE TRADED FD
DORSEY WRT 5 ETF
22,76323,489+7261,3491,4540.57%+106
T-MOBILE US INC(TMUS)4,2514,670+4191,0131,1180.44%+105
WEC ENERGY GROUP INC(WEC)10,88010,758-1221,1341,2330.48%+99
KLA CORP(KLAC)530531+14755730.22%+98
MOTOROLA SOLUTIONS INC(MSI)2,2182,238+209331,0230.40%+91
CITIGROUP INC(C)5,1615,191+304395270.21%+88
INTERNATIONAL BUSINESS MACHS(IBM)3,8464,315+4691,1341,2170.47%+84
VANGUARD STAR FDS16,01516,183+1681,1061,1890.46%+82
NEXTERA ENERGY INC(NEE)15,02814,903-1251,0431,1250.44%+82
PALANTIR TECHNOLOGIES INC(PLTR)1,4751,548+732012820.11%+81
ENTERGY CORP NEW(ETR)2,5643,110+5462132900.11%+77
ISHARES TR15,42615,833+4079571,0330.40%+77
UNITEDHEALTH GROUP INC(UNH)2,9312,869-629149910.39%+76
AMERICAN EXPRESS CO(AXP)4,0114,076+651,2791,3540.53%+74
AMERICAN ELEC PWR CO INC6,7306,846+1166987700.30%+72
LINDE PLC(LIN)4,3024,400+982,0182,0900.82%+72
MORGAN STANLEY(MS)3,7323,756+245265970.23%+71
GENERAL DYNAMICS CORP(GD)1,7011,664-374965670.22%+71
VANECK ETF TRUST
SEMICONDUCTR ETF
1,4911,49104164870.19%+71
VANGUARD SPECIALIZED FUNDS4,5544,646+929321,0030.39%+71
FIRST TR EXCHANGE TRAD FD VI
FST TR GLB FD
51,98551,972-131,2821,3460.52%+64
INVESCO EXCHANGE TRADED FD T
DORSEY WRGT ENRG
9,76310,338+5754214850.19%+63
SERVICENOW INC(NOW)583720+1375996630.26%+63
INVESCO EXCHANGE TRADED FD T
DORSEY WRGT INDS
3,0533,138+854795420.21%+63
VANGUARD INDEX FDS3,2613,318+579139750.38%+62
FIRST TR EXCHANGE TRADED FD
RISNG DIVD ACHIV
14,19014,154-368909520.37%+62
VALERO ENERGY CORP(VLO)1,5371,575+382072680.10%+62
MONSTER BEVERAGE CORP NEW(MNST)3,5064,145+6392202790.11%+59
ISHARES TR
MSCI USA MMENTM
3,2073,231+247718290.32%+58
BERKSHIRE HATHAWAY INC DEL3,2533,256+31,5801,6370.64%+57
EXXON MOBIL CORP14,07413,953-1211,5171,5730.61%+56
VISA INC(V)4,7245,073+3491,6771,7320.68%+55
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Trueblood Wealth Management, LLC — 13F Holdings — Q3 2025 | TickerTrail