Trueblood Wealth Management, LLC holds a diversified book of 261 stocks worth $286.5M as of Q2 2026 (disclosed Jul 27, 2026, a ~45-day 13F lag). This quarter they opened Texas Instruments Inc and trimmed JPMorgan Chase & Co. Their largest long position is JPMorgan Chase & Co at 5% of the equity book. Cloning the disclosed picks since 2024 would be +21% (+11.3%/yr). That is a simulation of the disclosed long book, not audited returns.
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Use Arkolith to show Trueblood Wealth Management, LLC's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 1.6 points over this window.
Growth of $10,000 cloning Trueblood Wealth Management, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, 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.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
66% mapped to company sectors
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.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Trueblood Wealth Management, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 80 | $531.3B |
| WELLS FARGO & COMPANY/MN | 80 / 80 | $163.5B |
| ROYAL BANK OF CANADA | 80 / 80 | $149.6B |
| LPL Financial LLC | 80 / 80 | $76.1B |
| Cetera Investment Advisers | 80 / 80 | $20.1B |
| COMMONWEALTH EQUITY SERVICES, LLC | 80 / 80 | $17.5B |
| OSAIC HOLDINGS, INC. | 80 / 80 | $15.8B |
| NewEdge Advisors, LLC | 80 / 80 | $8.8B |
Ranked by how many of Trueblood Wealth Management, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | JPMorgan Chase & Co COM | $13.4M | 40.9K | 4.7% | ▼−0.6% Reduced · −244 sh | |
| 2 | Apple Inc COM | $10.0M | 34.6K | 3.5% | ▲+0.9% Added · +318 sh | |
| 3 | Caterpillar Inc COM | $5.9M | 5.6K | 2.1% | ▼−0.6% Reduced · −36 sh | |
| 4 | Microsoft Corp COM | $5.5M | 14.9K | 1.9% | ▲+2.6% Added · +378 sh | |
| 5 | Invesco Exchange Traded FD T S&P500 EQL WGT | $5.4M | 25.3K | 1.9% | ▲+5.1% Added · +1K sh | |
| 6 | First TR Exchange-Traded FD FT VEST RIS | $5.1M | 174.9K | 1.8% | ▲+4.1% Added · +7K sh | |
| 7 | Nvidia Corporation COM | $5.1M | 25.4K | 1.8% | ▲+8.3% Added · +2K sh | |
| 8 | Capital Group GBL Growth Eqt SHS CREAT UNIT | $4.2M | 99.3K | 1.5% | ▲+4.3% Added · +4K sh | |
| 9 | First TR Exchange Traded FD SMID RISNG ETF | $4.2M | 97.3K | 1.5% | ▲+2.0% Added · +2K sh | |
| 10 | First TR Exchange-Traded Alp COM SHS | $4.0M | 41.5K | 1.4% | ▲+1.3% Added · +518 sh | |
| 11 | First TR Exchange-Traded FD DJ GLBL DIVID | $3.4M | 106.9K | 1.2% | ▲+6.5% Added · +6K sh | |
| 12 | Analog Devices Inc COM | $3.4M | 8.5K | 1.2% | ▲+3.6% Added · +296 sh | |
| 13 | Cincinnati Finl Corp COM | $3.3M | 17.7K | 1.1% | ▲~0% Added · +3 sh | |
| 14 | Vanguard Index FDS S&P 500 ETF SHS | $3.2M | 4.6K | 1.1% | ▲+6.8% Added · +295 sh | |
| 15 | Capital Group Core Equity Et SHS CREAT UNIT | $3.0M | 67.0K | 1.0% | ▲+3.8% Added · +2K sh | |
| 16 | Taiwan Semiconductor Manufac SPONSORED ADS | $2.8M | 5.9K | 1.0% | ▲+0.7% Added · +38 sh | |
| 17 | First TR Exchange Traded FD DORSEY WRIGHT | $2.7M | 98.7K | 0.9% | ▲+3.0% Added · +3K sh | |
| 18 | Amphenol Corp CL A | $2.7M | 15.0K | 0.9% | ▲+1.7% Added · +257 sh | |
| 19 | Walmart Inc COM | $2.5M | 22.2K | 0.9% | ▲+0.9% Added · +195 sh | |
| 20 | Broadcom Inc COM | $2.5M | 6.5K | 0.9% | ▲+15% Added · +836 sh | |
| 21 | Abbvie Inc COM | $2.4M | 9.7K | 0.9% | ▲+0.8% Added · +81 sh | |
| 22 | Capital Group Dividend Growe SHS ETF | $2.4M | 64.2K | 0.8% | ▲+4.8% Added · +3K sh | |
| 23 | Linde PLC SHS | $2.4M | 4.6K | 0.8% | ▲+2.7% Added · +123 sh | |
| 24 | Capital Group Growth ETF SHS CREAT UNIT | $2.4M | 50.5K | 0.8% | ▲+6.0% Added · +3K sh | |
| 25 | Republic Svcs Inc COM | $2.4M | 11.2K | 0.8% | ▲+2.3% Added · +246 sh | |
| 26 | Chevron Corporation COM | $2.4M | 14.3K | 0.8% | ▲+0.5% Added · +77 sh | |
| 27 | Goldman Sachs Group Inc COM | $2.4M | 2.3K | 0.8% | ▲+1.9% Added · +43 sh | |
| 28 | Ishares TR CORE MSCI EAFE | $2.2M | 23.0K | 0.8% | ▲+9.7% Added · +2K sh | |
| 29 | Alphabet Inc CAP STK CL A | $2.2M | 6.2K | 0.8% | ▲+1.4% Added · +88 sh | |
| 30 | Amazon Com Inc COM | $2.1M | 8.9K | 0.7% | ▼−2.3% Reduced · −209 sh | |
| 31 | SPDR Series Trust ST STR SP600SM C | $2.1M | 19.1K | 0.7% | ▲+0.3% Added · +48 sh | |
| 32 | Capital Group Intl Focus Eqt SHS CREAT UNIT | $2.1M | 59.6K | 0.7% | ▲+1.0% Added · +579 sh | |
| 33 | Johnson & Johnson COM | $2.1M | 8.1K | 0.7% | ▲+1.4% Added · +116 sh | |
| 34 | Ishares Inc CORE MSCI EMKT | $2.0M | 24.7K | 0.7% | ▲+7.0% Added · +2K sh | |
| 35 | Caseys Gen Stores Inc COM | $2.0M | 2.6K | 0.7% | ▲+0.1% Added · +2 sh | |
| 36 | Capital Group International SHS | $2.0M | 54.6K | 0.7% | ▲+2.6% Added · +1K sh | |
| 37 | First TR Exchange Traded FD DORSEY WRT 5 ETF | $2.0M | 26.0K | 0.7% | ▲+2.2% Added · +561 sh | |
| 38 | Cummins Inc COM | $2.0M | 2.7K | 0.7% | ▲+1.2% Added · +33 sh | |
| 39 | Capital Group Dividend Value SHS CREAT UNIT | $2.0M | 39.6K | 0.7% | ▼−0.5% Reduced · −202 sh | |
| 40 | Welltower Inc COM | $1.9M | 8.5K | 0.7% | ▲+2.9% Added · +243 sh | |
| 41 | Snap On Inc COM | $1.9M | 4.7K | 0.7% | ▲+0.7% Added · +34 sh | |
| 42 | Visa Inc COM CL A | $1.9M | 5.4K | 0.6% | ▼−0.9% Reduced · −47 sh | |
| 43 | Oracle Corp COM | $1.8M | 12.5K | 0.6% | ▲+3.7% Added · +452 sh | |
| 44 | Chubb Limited COM | $1.8M | 5.4K | 0.6% | ▼−0.1% Reduced · −6 sh | |
| 45 | Vaneck ETF Trust GOLD MINERS ETF | $1.8M | 24.3K | 0.6% | ▲+0.1% Added · +33 sh | |
| 46 | Exxon Mobil Corp COM | $1.8M | 13.2K | 0.6% | ▲+0.4% Added · +58 sh | |
| 47 | First TR Exchange-Traded FD CAP STRENGTH ETF | $1.8M | 19.1K | 0.6% | ▲+0.3% Added · +48 sh | |
| 48 | Berkshire Hathaway Inc Del CL B NEW | $1.7M | 3.4K | 0.6% | ▼−2.5% Reduced · −88 sh | |
| 49 | Gallagher Arthur J & Co COM | $1.7M | 7.4K | 0.6% | ▼−0.5% Reduced · −39 sh | |
| 50 | Costco Wholesale Corporation COM | $1.7M | 1.8K | 0.6% | ▲+0.4% Added · +8 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 27, 2026 | 261 | $286.5M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 21, 2026 | 256 | $255.7M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 21, 2026 | 252 | $256.2M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 24, 2025 | 254 | $256.4M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 23, 2025 | 249 | $239.1M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 15, 2025 | 235 | $215.6M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 16, 2025 | 225 | $202.9M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 23, 2024 | 231 | $199.2M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~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.