Fund Holdings

True Vision MN LLC

Filing Period:
Securities
SharesValue ($K)
Q2 2025
Q3 2025
Change
Q2 2025
Q3 2025
Weight (%)
Change
ISHARES TR12,64422,287+9,6433,848,2017,418,0053.87%+3,569,804
BLACKROCK ETF TRUST43,452115,310+71,8581,253,5903,938,9902.05%+2,685,400
BLACKROCK ETF TRUST156,285179,052+22,7678,511,28110,599,8785.52%+2,088,597
ISHARES TR08,356+8,35601,748,5770.91%+1,748,577
ISHARES INC105,113119,873+14,7606,309,9337,902,0284.12%+1,592,095
ISHARES TR17,13918,085+94610,641,60512,104,2916.31%+1,462,686
ISHARES GOLD TR(IAU)25,45439,479+14,0251,587,3112,872,8871.50%+1,285,576
ISHARES TR50,05460,517+10,4635,085,4866,232,6463.25%+1,147,160
ISHARES TR35,53836,699+1,1616,944,8367,578,7103.95%+633,874
SELECT SECTOR SPDR TR06,847+6,8470597,1270.31%+597,127
SELECT SECTOR SPDR TR7,6648,505+8411,940,7552,397,2191.25%+456,464
ADOBE INC(ADBE)01,269+1,2690447,6400.23%+447,640
VERTIV HOLDINGS CO(VRT)02,918+2,9180440,2090.23%+440,209
ISHARES TR78,36374,755-3,6088,627,7669,024,4244.70%+396,658
BLACKROCK ETF TRUST II9,66916,395+6,726470,203806,4700.42%+336,267
SPDR S&P 500 ETF TR(SPY)7841,220+436485,775814,9610.42%+329,186
BROWN FORMAN CORP(BF-A)011,697+11,6970314,7660.16%+314,766
ISHARES TR47,79650,427+2,6314,487,5664,798,1292.50%+310,563
SOFI TECHNOLOGIES INC(SOFI)011,407+11,4070301,3730.16%+301,373
CANADA GOOSE HLDGS INC(GOOS)020,990+20,9900289,4520.15%+289,452
ROKU INC(ROKU)5,5447,745+2,201487,262775,5070.40%+288,245
ALPHABET INC(GOOG)3,9423,964+22694,699963,6480.50%+268,949
SPDR SERIES TRUST05,752+5,7520266,4330.14%+266,433
SPDR SERIES TRUST02,714+2,7140265,9450.14%+265,945
ARISTA NETWORKS INC(ANET)6,1286,114-14626,956890,8710.46%+263,915
BLACKROCK ETF TRUST105,671106,224+5533,759,7744,021,6412.10%+261,867
BLACKROCK ETF TRUST II64,68268,955+4,2733,417,7973,671,1641.91%+253,367
SPDR SERIES TRUST02,683+2,6830246,1650.13%+246,165
INVESCO QQQ TR0373+3730224,2630.12%+224,263
SCHWAB STRATEGIC TR85,08184,789-2922,485,2302,705,6271.41%+220,397
SELECT SECTOR SPDR TR3,6445,183+1,539395,483613,5120.32%+218,029
MEDTRONIC PLC(MDT)02,174+2,1740208,5950.11%+208,595
SCHWAB STRATEGIC TR07,759+7,7590204,3720.11%+204,372
SPDR SERIES TRUST07,034+7,0340201,5240.11%+201,524
SELECT SECTOR SPDR TR3,6404,753+1,113536,973733,0550.38%+196,082
VANGUARD INDEX FDS5,4505,594+1441,661,3951,840,8580.96%+179,463
APPLE INC(AAPL)3,1413,156+15644,439803,6120.42%+159,173
VANGUARD STAR FDS18,48719,112+6251,277,2671,403,9680.73%+126,701
ISHARES TR9,3929,262-1302,257,0852,375,2401.24%+118,155
DELL TECHNOLOGIES INC(DELL)6,0646,077+13743,446861,5360.45%+118,090
AMERICAN CENTY ETF TR18,68417,946-7381,481,2681,597,7320.83%+116,464
T ROWE PRICE ETF INC9,30411,179+1,875361,833468,5120.24%+106,679
NVIDIA CORPORATION(NVDA)3,6363,628-8574,488676,9480.35%+102,460
ISHARES TR2,7553,370+615248,226337,1680.18%+88,942
GENERAC HLDGS INC(GNRC)3,2223,238+16461,423542,0410.28%+80,618
ETF SER SOLUTIONS36,71236,131-5811,240,8661,320,5700.69%+79,704
ISHARES TR56,35257,681+1,3292,879,0242,954,9981.54%+75,974
HCA HEALTHCARE INC(HCA)1,5621,560-2598,402664,8720.35%+66,470
ISHARES TR14,04114,360+3191,300,4771,366,9280.71%+66,451
HIMS & HERS HEALTH INC(HIMS)9,3769,391+15467,394532,6580.28%+65,264
OCCIDENTAL PETE CORP(OXY)10,86210,923+61458,920518,7220.27%+59,802
ZILLOW GROUP INC(Z)7,7607,788+28543,588600,0650.31%+56,477
VANGUARD INTL EQUITY INDEX F13,02112,908-113644,019699,3550.36%+55,336
LAUDER ESTEE COS INC(EL)6,8306,863+33551,864604,7680.32%+52,904
SPDR SERIES TRUST13,01712,731-286946,206997,3470.52%+51,141
SPDR INDEX SHS FDS5,4025,988+586230,881280,2980.15%+49,417
INVESCO EXCH TRD SLF IDX FD104,823106,645+1,8221,960,1902,005,9921.05%+45,802
ISHARES TR1,7271,728+1372,669418,1070.22%+45,438
ETF SER SOLUTIONS21,55421,441-113778,315819,6890.43%+41,374
SPDR GOLD TR(GLD)732744+12223,136264,4700.14%+41,334
INVESCO EXCH TRD SLF IDX FD93,31295,033+1,7211,929,6921,966,2331.02%+36,541
WEC ENERGY GROUP INC(WEC)3,0753,101+26320,434355,3490.19%+34,915
UNION PAC CORP(UNP)5,2585,25801,209,7611,242,8330.65%+33,072
ISHARES TR40,09341,265+1,172921,337954,0470.50%+32,710
ETF SER SOLUTIONS66,16963,910-2,2591,472,9221,505,0810.78%+32,159
UBER TECHNOLOGIES INC(UBER)5,5395,599+60516,789548,5340.29%+31,745
ETF SER SOLUTIONS16,72216,670-52413,410444,5070.23%+31,097
SSGA ACTIVE TR7,5597,483-76415,140446,0620.23%+30,922
J P MORGAN EXCHANGE TRADED F5,4665,345-121470,459501,0940.26%+30,635
TRAVELERS COMPANIES INC(TRV)2,5322,5320677,411706,9850.37%+29,574
ETF SER SOLUTIONS60,67658,511-2,1652,511,9862,541,1331.32%+29,147
INVESCO EXCH TRD SLF IDX FD66,24467,489+1,2451,293,0831,320,0850.69%+27,002
SELECT SECTOR SPDR TR6,6096,557-52560,509585,8020.31%+25,293
TIDAL TRUST I91,38591,38501,665,0351,688,7950.88%+23,760
INVESCO EXCH TRD SLF IDX FD33,14234,222+1,080651,240674,5160.35%+23,276
INVESCO EXCHANGE TRADED FD T3,0873,080-7561,031584,2760.30%+23,245
SCHWAB STRATEGIC TR13,66013,741+81377,972399,9980.21%+22,026
ISHARES TR12,45912,607+1481,282,1561,303,0600.68%+20,904
INVESCO EXCH TRD SLF IDX FD32,35033,234+884662,852683,6230.36%+20,771
WELLS FARGO CO NEW(WFC)4,5254,561+36362,543382,3030.20%+19,760
SCHWAB STRATEGIC TR8,0008,0000238,560256,9600.13%+18,400
SPDR SERIES TRUST3,8453,848+3334,055352,3430.18%+18,288
ETF SER SOLUTIONS33,21933,101-118851,908869,2360.45%+17,328
ETF SER SOLUTIONS22,19121,110-1,0811,069,6061,077,9590.56%+8,353
SELECT SECTOR SPDR TR6,8296,823-6282,857287,4530.15%+4,596
VANGUARD TAX-MANAGED FDS15,46314,786-677881,546885,9770.46%+4,431
ETF SER SOLUTIONS33,17233,286+114737,414741,7780.39%+4,364
AMAZON COM INC(AMZN)2,2632,281+18496,480500,8390.26%+4,359
SPDR SERIES TRUST4,4234,4230211,528213,2530.11%+1,725
SCHWAB STRATEGIC TR7,9737,836-137212,720211,1800.11%-1,540
ISHARES TR10,1629,901-261439,202437,5250.23%-1,677
LEGG MASON ETF INVT21,50419,784-1,720699,955687,4940.36%-12,461
ETF SER SOLUTIONS65,60164,548-1,0531,885,3731,860,9190.97%-24,454
ISHARES INC4,3863,808-578275,441243,0650.13%-32,376
CROWDSTRIKE HLDGS INC(CRWD)1,9861,992+61,011,490976,8370.51%-34,653
GRACO INC(GGG)26,96226,762-2002,317,9232,273,7001.18%-44,223
TOAST INC(TOST)8,1868,204+18362,558299,5280.16%-63,030
SSGA ACTIVE TR29,14426,454-2,690753,081689,2590.36%-63,822
SELECT SECTOR SPDR TR5,3574,684-673722,070651,8720.34%-70,198
SPDR SERIES TRUST24,05019,050-5,000639,239513,3880.27%-125,851
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