Fund HoldingsTrue Vision MN LLC

Total Portfolio Value
$180.82M
Total Bought
$27.66M
Total Sold
$19.94M
Net Transaction
+$7.72M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
BLACKROCK ETF TRUST
ISHA US THEM ETF
12,913105,671+92,7584093,7602.08%+3,351
ISHARES TR0136,921+136,92108,6924.81%+8,692
ISHARES INC
CORE MSCI EMKT
63,364105,113+41,7493,4206,3103.49%+2,890
ISHARES TR
CORE INTL AGGR
056,352+56,35202,8791.59%+2,879
ISHARES TR8,55812,644+4,0862,3183,8482.13%+1,530
ISHARES TR35,97050,054+14,0843,7325,0852.81%+1,354
ISHARES TR
0-5 YR TIPS ETF
012,459+12,45901,2820.71%+1,282
BLACKROCK ETF TRUST
ISHA I IN TE ETF
043,452+43,45201,2540.69%+1,254
BLACKROCK ETF TRUST
ISHARES US EQUIT
153,777156,285+2,5087,4988,5114.71%+1,013
ETF SER SOLUTIONS
APTU DEFD IN ETF
033,219+33,21908520.47%+852
ISHARES TR
MSCI USA QLT FCT
48,35049,435+1,0858,2639,0385.00%+775
ISHARES TR32,51635,538+3,0226,1976,9453.84%+748
ISHARES TR078,363+78,36308,6284.77%+8,628
LAUDER ESTEE COS INC(EL)06,830+6,83005520.31%+552
SHOPIFY INC(SHOP)03,983+3,98304590.25%+459
SPDR SERIES TRUST
ST STR AGGRE ETF
017,411+17,41104460.25%+446
ISHARES TR035,668+35,66803,9952.21%+3,995
ISHARES TR19,47518,284-1,1912,7353,1681.75%+433
ETF SER SOLUTIONS
APTUS LRG CAP UP
016,722+16,72204130.23%+413
T ROWE PRICE ETF INC
US EQUI RESH ETF
09,304+9,30403620.20%+362
ROBINHOOD MKTS INC(HOOD)6,7426,858+1162816420.36%+362
ISHARES TR45,39849,050+3,6524,7875,1252.83%+338
CROWDSTRIKE HLDGS INC(CRWD)1,9671,986+196941,0110.56%+318
ISHARES TR
MSCI USA MMENTM
9,6389,392-2461,9482,2571.25%+309
SELECT SECTOR SPDR TR
ST STR TECHN ETF
8,0017,664-3371,6521,9411.07%+289
PALANTIR TECHNOLOGIES INC(PLTR)6,9816,344-6375898650.48%+276
SCHWAB STRATEGIC TR88,28785,081-3,2062,2112,4851.37%+275
ETF SER SOLUTIONS
APTUS COLLRD INV
58,21760,676+2,4592,2522,5121.39%+260
DELL TECHNOLOGIES INC(DELL)5,8176,064+2475307430.41%+213
SPDR SERIES TRUST
ST NUVE TERM ETF
04,423+4,42302120.12%+212
SPDR S&P 500 ETF TR(SPY)489784+2952744860.27%+211
HIMS & HERS HEALTH INC(HIMS)9,0489,376+3282674670.26%+200
NVIDIA CORPORATION(NVDA)3,6043,636+323915740.32%+184
ARISTA NETWORKS INC(ANET)5,9996,128+1294656270.35%+162
HOWMET AEROSPACE INC(HWM)2,6532,691+383445010.28%+157
SPOTIFY TECHNOLOGY S A(SPOT)685691+63775300.29%+153
AMERICAN CENTY ETF TR19,13818,684-4541,3351,4810.82%+147
VANGUARD INDEX FDS5,5435,450-931,5231,6610.92%+138
UBER TECHNOLOGIES INC(UBER)5,3665,539+1733915170.29%+126
VANGUARD STAR FDS18,72218,487-2351,1631,2770.71%+115
ROKU INC(ROKU)5,3655,544+1793784870.27%+109
ALPHABET INC(GOOG)3,8293,942+1135926950.38%+103
TOAST INC(TOST)7,9018,186+2852623630.20%+100
ETF SER SOLUTIONS
APTUS DRAWDOWN
21,97322,191+2189761,0700.59%+94
VANGUARD TAX-MANAGED FDS15,52415,463-617898820.49%+92
ARES MANAGEMENT CORPORATION(ARES)2,3882,513+1253504350.24%+85
AMAZON COM INC(AMZN)2,1952,263+684184960.27%+79
ETF SER SOLUTIONS
APTUS INT ENH YL
66,86066,169-6911,3951,4730.81%+78
HCA HEALTHCARE INC(HCA)1,5361,562+265315980.33%+68
GENERAC HLDGS INC(GNRC)3,1123,222+1103944610.26%+67
GRACO INC(GGG)26,96226,96202,2522,3181.28%+66
SSGA ACTIVE TR
ST STR SECTO ETF
26,81729,144+2,3276947530.42%+59
INTUITIVE SURGICAL INC744766+223684160.23%+48
WELLS FARGO CO NEW(WFC)4,3874,525+1383153630.20%+48
VANGUARD INTL EQUITY INDEX F13,21813,021-1975986440.36%+46
SELECT SECTOR SPDR TR
ST STR INDL ETF
3,7713,640-1314945370.30%+43
BLACKROCK ETF TRUST II64,54564,682+1373,3813,4181.89%+37
ISHARES TR
MSCI INTL QUALTY
10,16210,16204034390.24%+36
SELECT SECTOR SPDR TR
ST STR SVC ETF
3,7553,644-1113623950.22%+33
SSGA ACTIVE TR
STATE STREET US
7,5637,559-43844150.23%+31
ISHARES TR14,01514,041+261,2701,3000.72%+31
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
3,0613,087+265305610.31%+31
SPDR SERIES TRUST
ST STR SP400GRW
3,8423,845+33053340.18%+29
ISHARES TR1,7281,727-13453730.21%+28
SCHWAB STRATEGIC TR8,0008,00002152390.13%+23
BLACKROCK ETF TRUST II9,0359,669+6344484700.26%+23
ZILLOW GROUP INC(Z)7,5997,760+1615215440.30%+23
TIDAL TRUST I91,38591,38501,6471,6650.92%+18
LEGG MASON ETF INVT
FRANKLIN INTL LW
21,06321,504+4416827000.39%+18
ISHARES INC4,4634,386-772602750.15%+15
SELECT SECTOR SPDR TR
ST STR FINL ETF
30,01928,825-1,1941,4951,5100.83%+14
SCHWAB STRATEGIC TR13,69013,660-303643780.21%+14
ETF SER SOLUTIONS
APTUS DEFINED
68,67665,601-3,0751,8731,8851.04%+13
SPDR GOLD TR(GLD)731732+12112230.12%+13
TRAVELERS COMPANIES INC(TRV)2,5322,53206706770.37%+8
SCHWAB STRATEGIC TR8,1077,973-1342182130.12%-5
SELECT SECTOR SPDR TR
ST STR MATER ETF
5,8295,644-1855014960.27%-6
WEC ENERGY GROUP INC(WEC)3,0503,075+253323200.18%-12
SELECT SECTOR SPDR TR
ST STR REAL ETF
7,0476,829-2182952830.16%-12
ISHARES TR047,796+47,79604,4882.48%+4,488
INVESCO EXCH TRD SLF IDX FD
INVSCO BLSH 28
33,59332,350-1,2436846630.37%-21
ISHARES TR
US TREAS BD ETF
41,03940,093-9469439210.51%-22
INVESCO EXCH TRD SLF IDX FD
BULSHS 2027 CB
34,55933,142-1,4176776510.36%-26
UNION PAC CORP(UNP)5,2575,258+11,2421,2100.67%-32
SPDR SERIES TRUST
ST LON TREAS ETF
25,40524,050-1,3556936390.35%-53
INVESCO EXCH TRD SLF IDX FD
BULSHS 2026 CB
69,12866,244-2,8841,3471,2930.72%-54
ETF SER SOLUTIONS
OPUS SML CP VL
24,04021,554-2,4868387780.43%-59
SPDR SERIES TRUST
ST STR P500ETF
15,34213,017-2,3251,0099460.52%-63
OCCIDENTAL PETE CORP(OXY)10,65810,862+2045294590.25%-70
INVESCO EXCH TRD SLF IDX FD
BULETSHS 2029
109,741104,823-4,9182,0341,9601.08%-73
SELECT SECTOR SPDR TR
ST STR ENERG ETF
6,8396,609-2306395610.31%-79
INVESCO EXCH TRD SLF IDX FD97,17993,312-3,8672,0101,9301.07%-80
SELECT SECTOR SPDR TR
ST STR CARE ETF
5,5265,357-1698077220.40%-85
ETF SER SOLUTIONS
APTUS LARGE CAP
43,28236,712-6,5701,3371,2410.69%-96
J P MORGAN EXCHANGE TRADED F
ACTIVE GROWTH
7,8015,466-2,3355764700.26%-105
SPDR INDEX SHS FDS
ST PORT MARK ETF
9,6255,402-4,2233792310.13%-148
SPDR SER TR
ST NUVE TERM ETF
4,2540-4,2542020-202
ISHARES TR
CONV BD ETF
5,6192,755-2,8644702480.14%-222
ISHARES TR2,4460-2,4462560-256
BNY MELLON ETF TRUST
CORE BOND ETF
6,5840-6,5842770-277
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