Arkolith/Funds/Tru Independence Asset Management 2, LLC

Tru Independence Asset Management 2, LLC

CIK 1849497
Holdings as of Jun 30, 2026·disclosed Aug 11, 2026·~42-day 13F lag·13F-HR
Active Filer

Tru Independence Asset Management 2, LLC holds a diversified book of 97 stocks worth $184.7M as of Q2 2026 (disclosed Aug 11, 2026, a ~42-day 13F lag). This quarter they opened Datadog Inc - Class A and trimmed Dimensional Short Duration. Their largest long position is Dimensional US Core Equity 2 at 11% of the equity book. Cloning the disclosed picks since 2024 would be +27% (+14.4%/yr). That is a simulation of the disclosed long book, not audited returns.

Opened
63
bought for the first time
Added to
38
already held, bought more
Trimmed
20
sold some, still holds it
Sold out
6
exited the position entirely

Growth of $10,000: cloning the disclosed book

If you'd copied them
+27.2%
+14.4%/yr · since Nov '24
Their reported book
+23.5%
held from quarter-end
S&P 500
+37.4%
same window
$9K$10K$11K$13K$14KNov '24Mar '25Jul '25Nov '25Apr '26Aug '26
Tru Independence Asset Management 2, LLC (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 3.7 points over this window.

Growth of $10,000 cloning Tru Independence Asset Management 2, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~42 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: diversified book

Top 5 holdings
28%
Top 10 holdings
45%
Top 20 holdings
68%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

23% mapped to company sectors

ETF / fund or unclassified
77%
Information Technology
11%
Financials
6%
Consumer Discretionary
5%
Industrials
1%
Utilities
1%
Communication Services
0%
Materials
0%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Tru Independence Asset Management 2, LLC

Manager / fundShared namesTheir $ in those
OSAIC HOLDINGS, INC.80 / 80$13.5B
LPL Financial LLC79 / 80$72.4B
MORGAN STANLEY78 / 80$410.8B
JPMORGAN CHASE & CO78 / 80$388.0B
Allworth Financial LP78 / 80$4.4B
Farther Finance Advisors, LLC78 / 80$2.9B
UBS Group AG77 / 80$103.3B
ENVESTNET ASSET MANAGEMENT INC77 / 80$69.9B

Ranked by how many of Tru Independence Asset Management 2, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

97 positions
#SecurityValueShares% PortLast moveHistory
1Dimensional ETF Trust
US COR EQU 2 ETF
$20.2M455.6K
10.9%
+0.4%
Added · +2K sh
2Invesco QQQ TR
UNIT SER 1
$8.3M11.3K
4.5%
+0.6%
Added · +67 sh
3Ishares TR
CORE S&P500 ETF
$7.8M10.4K
4.2%
+3.6%
Added · +360 sh
4Amazon Com Inc
COM
$7.7M32.2K
4.2%
+19%
Added · +5K sh
5Dimensional ETF Trust
GLOB CO PLUS ETF
$7.6M138.8K
4.1%
+11%
Added · +14K sh
6Alphabet Inc
CAP STK CL A
$7.2M20.1K
3.9%
+3.6%
Added · +702 sh
7Dimensional ETF Trust
SHOR DUR FIX ETF
$7.0M145.9K
3.8%
−4.0%
Reduced · −6K sh
8Vanguard Malvern FDS
STRM INFPROIDX
$6.7M132.9K
3.6%
+5.1%
Added · +6K sh
9Dimensional ETF Trust
CORE FIXE IN ETF
$5.6M132.0K
3.0%
−6.7%
Reduced · −9K sh
10Ishares TR
3 7 YR TREAS BD
$5.5M47.0K
3.0%
+1.7%
Added · +777 sh
11Ishares TR
7-10 YR TRSY BD
$5.4M57.4K
2.9%
+0.9%
Added · +501 sh
12Dimensional ETF Trust
US HIGH PROF ETF
$5.1M122.8K
2.8%
+11%
Added · +12K sh
13Berkshire Hathaway Inc Del
CL B NEW
$5.0M10.0K
2.7%
+0.3%
Added · +25 sh
14Dimensional ETF Trust
INTL COR FIX ETF
$4.9M92.2K
2.7%
+1.8%
Added · +2K sh
15Dimensional ETF Trust
INTL CORE EQUITY
$4.3M116.4K
2.3%
−0.7%
Reduced · −861 sh
16Nvidia Corporation
COM
$4.0M20.0K
2.2%
+16%
Added · +3K sh
17Dimensional ETF Trust
GLOBAL CR ETF
$3.6M66.7K
2.0%
+24%
Added · +13K sh
18Dimensional ETF Trust
US SMALL CAP ETF
$3.3M85.1K
1.8%
−6.9%
Reduced · −6K sh
19Goldman Sachs ETF TR
ACCES TREASURY
$3.0M30.0K
1.6%
−2.7%
Reduced · −831 sh
20Ishares TR
CORE MSCI EURO
$2.9M38.0K
1.5%
+5.3%
Added · +2K sh
21Microsoft Corp
COM
$2.8M7.4K
1.5%
+6.0%
Added · +424 sh
22Ishares TR
CORE S&P MCP ETF
$2.8M35.9K
1.5%
+7.2%
Added · +2K sh
23Ishares Inc
CORE MSCI EMKT
$2.8M33.3K
1.5%
+7.4%
Added · +2K sh
24Apple Inc
COM
$2.6M9.0K
1.4%
+6.0%
Added · +508 sh
25Ishares TR
20 YR TR BD ETF
$2.4M27.4K
1.3%
+3.2%
Added · +851 sh
26Ishares TR
1 3 YR TREAS BD
$2.0M24.2K
1.1%
+4.1%
Added · +948 sh
27Ishares TR
CORE S&P SCP ETF
$1.7M11.6K
0.9%
+6.2%
Added · +673 sh
28Dimensional ETF Trust
EMERGING MKTS VA
$1.6M37.4K
0.9%
−4.5%
Reduced · −2K sh
29Dimensional ETF Trust
US TARGETED VLU
$1.5M22.2K
0.8%
−6.4%
Reduced · −2K sh
30Dimensional ETF Trust
EMERGING MKTS CO
$1.5M36.0K
0.8%
−1.6%
Reduced · −598 sh
31Dimensional ETF Trust
GLOBAL REAL EST
$1.4M49.4K
0.8%
+12%
Added · +5K sh
32Meta Platforms Inc
CL A
$1.4M2.5K
0.8%
+2.0%
Added · +50 sh
33Ishares TR
TRUST ISHARE 0-1
$1.4M12.5K
0.7%
+3.5%
Added · +417 sh
34Ishares Inc
MSCI PAC JP ETF
$1.3M25.3K
0.7%
+5.9%
Added · +1K sh
35Dimensional ETF Trust
INTL HIGH PROFIT
$1.3M38.4K
0.7%
+4.9%
Added · +2K sh
36Ishares Inc
MSCI JAPAN ETF
$1.3M13.8K
0.7%
+4.0%
Added · +530 sh
37Ishares Gold TR
ISHARES NEW
$1.3M16.8K
0.7%
+370%
Added · +13K sh
38Dimensional ETF Trust
US MKTWIDE VALUE
$1.3M22.8K
0.7%
−6.9%
Reduced · −2K sh
39Dimensional ETF Trust
EMGR CRE EQT MNG
$1.2M29.0K
0.6%
−19%
Reduced · −7K sh
40Fidelity Wise Origin Bitcoin
SHS
$1.1M22.0K
0.6%
Held
41Enterprise Prods Partners L
COM
$1.0M28.4K
0.6%
Held
42American Centy ETF TR
INTL SMCP VLU
$1.0M9.7K
0.5%
−0.2%
Reduced · −23 sh
43SPDR Index SHS FDS
ST STR PO EX ETF
$926K18.4K
0.5%
Held
44Lockheed Martin Corp
COM
$917K1.8K
0.5%
+0.2%
Added · +3 sh
45State STR SPDR S&P 500 ETF T
TR UNIT
$881K1.2K
0.5%
+4.1%
Added · +46 sh
46Dimensional ETF Trust
INTL SMALL CAP V
$865K21.6K
0.5%
−37%
Reduced · −13K sh
47Dimensional ETF Trust
INTERNATNAL VAL
$800K14.8K
0.4%
−25%
Reduced · −5K sh
48Ishares Inc
MSCI CDA ETF
$738K12.8K
0.4%
+6.1%
Added · +741 sh
49Ishares TR
CALIF MUN BD ETF
$681K11.8K
0.4%
Held
50Grayscale Ethereum Staking E
SHS
$643K50.4K
0.3%
−1.0%
Reduced · −500 sh
Showing 50 of 97 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 11, 202697$184.7M13F-HR
Q1 2026Mar 31, 2026Apr 22, 202682$162.6M13F-HR
Q4 2025Dec 31, 2025Feb 24, 202686$159.8M13F-HR
Q3 2025Sep 30, 2025Oct 22, 202586$152.1M13F-HR
Q2 2025Jun 30, 2025Jul 16, 202590$146.1M13F-HR
Q1 2025Mar 31, 2025Apr 30, 202590$133.6M13F-HR
Q4 2024Dec 31, 2024Jan 22, 202580$120.1M13F-HR
Q3 2024Sep 30, 2024Nov 4, 202482$118.7M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.