Fund HoldingsTrueblood Wealth Management, LLC

Total Portfolio Value
$256.21M
Total Bought
$22.60M
Total Sold
$21.83M
Net Transaction
+$772.9K
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
SPDR SERIES TRUST
ST STR SP600SM C
019,169+19,16901,7440.68%+1,744
FIRST TR EXCHANGE-TRADED FD
FT VEST S&P 500
019,034+19,03409360.37%+936
ABBVIE INC(ABBV)6,8499,642+2,7931,5862,2030.86%+617
NVIDIA CORPORATION(NVDA)19,79223,003+3,2113,6934,2901.67%+597
FIRST TR EXCHANGE TRADED FD
NASDAQ BUYWRITE
14,49442,652+28,1582998880.35%+589
FIRST TR EXCHANGE-TRADED FD
FT VEST RIS
142,575162,908+20,3333,6864,2751.67%+589
GILEAD SCIENCES INC(GILD)04,456+4,45605470.21%+547
SPDR SERIES TRUST
ST STR P500VAL
08,724+8,72404960.19%+496
EMERSON ELEC CO(EMR)05,918+5,91807850.31%+785
CATERPILLAR INC(CAT)5,7565,567-1892,7473,1891.24%+442
SPDR SERIES TRUST
ST STR SP400VAL
05,179+5,17904380.17%+438
ALPHABET INC(GOOG)5,8835,948+651,4301,8620.73%+432
CAPITAL GROUP GBL GROWTH EQT
SHS CREAT UNIT
77,36688,207+10,8412,6443,0561.19%+413
ROCKET COS INC(RKT)020,042+20,04203880.15%+388
CAPITAL GROUP GROWTH ETF
SHS CREAT UNIT
35,20242,883+7,6811,5461,9070.74%+361
APPLE INC(AAPL)35,51634,590-9269,0439,4043.67%+360
FIRST TR EXCHANGE TRADED FD
DJ GLBL DIVID
86,46493,973+7,5092,4862,8451.11%+359
FIRST TR EXCH TRADED FD III
FT VEST SMID
31,19147,740+16,5496741,0250.40%+350
CAPITAL GROUP CORE EQUITY ET
SHS CREAT UNIT
52,57360,130+7,5572,0792,4190.94%+340
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
21,06022,616+1,5563,9954,3321.69%+337
CUMMINS INC(CMI)2,5662,730+1641,0841,3940.54%+310
CAPITAL GROUP DIVIDEND GROWE
SHS ETF
49,36156,658+7,2971,7102,0190.79%+309
ALPHABET INC(GOOG)4,3914,382-91,0691,3750.54%+306
VANGUARD INDEX FDS3,6884,044+3562,2592,5360.99%+277
MICRON TECHNOLOGY INC(MU)0934+93402660.10%+266
ELI LILLY & CO(LLY)0837+83708990.35%+899
SELECT SECTOR SPDR TR
ST STR CARE ETF
01,595+1,59502470.10%+247
AMPHENOL CORP NEW13,96614,610+6441,7281,9740.77%+246
ISHARES TR02,173+2,17302390.09%+239
SPDR SERIES TRUST
ST STR P500GRW
02,204+2,20402350.09%+235
WALMART INC(WMT)22,22422,633+4092,2902,5220.98%+231
HENRY JACK & ASSOC INC(JKHY)01,233+1,23302250.09%+225
FREEPORT-MCMORAN INC(FCX)04,370+4,37002220.09%+222
FIRST TR EXCHANGE-TRADED ALP
COM SHS
39,62740,902+1,2753,3023,5241.38%+222
HUNTINGTON BANCSHARES INC(HBAN)012,315+12,31502140.08%+214
MORGAN STANLEY(MS)3,7564,565+8095978100.32%+213
CAPITAL GROUP DIVIDEND VALUE
SHS CREAT UNIT
34,54238,128+3,5861,4521,6640.65%+212
ISHARES TR
CORE MSCI EAFE
17,22419,174+1,9501,5041,7150.67%+212
GOLDMAN SACHS GROUP INC(GS)2,3132,335+221,8422,0530.80%+211
ASTERA LABS INC(ALAB)01,250+1,25002080.08%+208
GE VERNOVA INC(GEV)0310+31002030.08%+203
JOHNSON CTLS INTL PLC
SHS
01,689+1,68902020.08%+202
INTUITIVE SURGICAL INC01,354+1,35407670.30%+767
AMERICAN EXPRESS CO(AXP)4,0764,180+1041,3541,5460.60%+193
CAPITAL GROUP INTERNATIONAL
SHS
47,22451,095+3,8711,5921,7790.69%+187
ANALOG DEVICES INC(ADI)07,929+7,92902,1500.84%+2,150
VISA INC(V)05,446+5,44601,9100.75%+1,910
CHUBB LIMITED
COM
05,452+5,45201,7020.66%+1,702
LANTHEUS HLDGS INC(LNTH)011,043+11,04307350.29%+735
TAIWAN SEMICONDUCTOR MFG LTD(TSM)6,6786,637-411,8652,0170.79%+152
AMAZON COM INC(AMZN)09,546+9,54602,2030.86%+2,203
SOUNDHOUND AI INC(SOUN)015,000+15,00001500.06%+150
FIRST TR EXCHANGE TRADED FD
DORSEY WRIGHT
86,62591,392+4,7672,1212,2690.89%+149
THERMO FISHER SCIENTIFIC INC(TMO)01,522+1,52208820.34%+882
CAPITAL GROUP INTL FOCUS EQT
SHS CREAT UNIT
53,56358,350+4,7871,5871,7240.67%+138
ISHARES INC
CORE MSCI EMKT
19,75621,340+1,5841,3021,4340.56%+132
DANAHER CORPORATION(DHR)03,369+3,36907710.30%+771
MERCK & CO INC(MRK)07,543+7,54307940.31%+794
ISHARES TR15,83317,506+1,6731,0331,1550.45%+122
ISHARES SILVER TR(SLV)5,5095,50902333550.14%+121
TJX COS INC NEW(TJX)7,7248,052+3281,1161,2370.48%+121
FIRST TR EXCHANGE TRADED FD
DORSEY WRT 5 ETF
23,48924,895+1,4061,4541,5660.61%+112
JOHNSON & JOHNSON(JNJ)7,8047,530-2741,4471,5580.61%+111
INTERNATIONAL BUSINESS MACHS(IBM)4,3154,457+1421,2171,3200.52%+103
BERKSHIRE HATHAWAY INC DEL3,2563,456+2001,6371,7370.68%+100
VANGUARD WHITEHALL FDS011,355+11,35501,0380.41%+1,038
MACOM TECH SOLUTIONS HLDGS I(MTSI)02,000+2,00003430.13%+343
CINCINNATI FINL CORP(CINF)17,70517,708+32,7992,8921.13%+93
PERSPECTIVE THERAPEUTICS INC0119,061+119,06103270.13%+327
PARKER-HANNIFIN CORP(PH)0723+72306360.25%+636
NASDAQ INC(NDAQ)012,953+12,95301,2580.49%+1,258
CITIGROUP INC(C)5,1915,220+295276090.24%+82
GRAB HOLDINGS LIMITED
CLASS A ORD
20,00040,430+20,4301202020.08%+81
VANGUARD SPECIALIZED FUNDS4,6464,921+2751,0031,0820.42%+79
SNAP ON INC(SNA)4,5064,751+2451,5611,6370.64%+76
KLA CORP(KLAC)531532+15736470.25%+74
FIRST TR EXCHANGE-TRADED FD
SMID RISNG ETF
93,04494,229+1,1853,5373,6111.41%+73
WW GRAINGER INC(GWW)0628+62806340.25%+634
SHOPIFY INC(SHOP)3,3133,492+1794925620.22%+70
VANGUARD STAR FDS16,18316,673+4901,1891,2580.49%+69
ELEVANCE HEALTH INC FORMERLY(ELV)02,368+2,36808300.32%+830
ISHARES TR6,0736,576+5037227900.31%+69
CROWDSTRIKE HLDGS INC(CRWD)01,190+1,19005580.22%+558
NORTHERN TR CORP(NTRS)4,2594,685+4265736400.25%+67
BOEING CO(BA)2,5012,792+2915406060.24%+66
CISCO SYS INC(CSCO)07,127+7,12705490.21%+549
CME GROUP INC(CME)02,255+2,25506160.24%+616
SALESFORCE INC(CRM)02,300+2,30006090.24%+609
CASEYS GEN STORES INC(CASY)2,3912,553+1621,3521,4110.55%+59
ROCKWELL AUTOMATION INC(ROK)01,455+1,45505660.22%+566
ADVANCED MICRO DEVICES INC(AMD)02,461+2,46105270.21%+527
KEYSIGHT TECHNOLOGIES INC(KEYS)01,826+1,82603710.14%+371
VANECK ETF TRUST
SEMICONDUCTR ETF
1,4911,496+54875390.21%+52
GE AEROSPACE(GE)01,307+1,30704030.16%+403
VANECK ETF TRUST
GOLD MINERS ETF
26,90124,553-2,3482,0552,1060.82%+51
FEDEX CORP(FDX)0883+88302550.10%+255
VANGUARD INDEX FDS3,3183,522+2049751,0220.40%+48
INVESCO EXCH TRADED FD TR II020,587+20,58701,0080.39%+1,008
INVESCO EXCH TRADED FD TR II9,4329,43208699130.36%+43
MPLX LP(MPLX)09,736+9,73605200.20%+520
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