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CIK: 0001785445
Total reported value
$228.7M
$228.7M
120 檔
31.3%
As reported in its official Q2 2025 Form 13F filing, tru Independence LLC's tracked investment portfolio stood at $228.7M with 120 total positions.
In Q2 2025, tru Independence LLC displayed an active expansion posture, initiating 7 new positions and adding to 23 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 4.78% | +0.23% | +1.97% | |
| 2 | FBND | Fidelity Total Bond ETF | ETF-Other | 4.20% | -0.22% | +4.43% | |
| 3 | FTCS | First Trust Capital Strength | ETF-Other | 4.04% | -0.32% | +2.27% | |
| 4 | RDVY | First Trust Rising Dividend | ETF-Other | 4.03% | +0.55% | +4.40% | |
| 5 | DFAI | Dimensional International Co | ETF-Other | 3.62% | -0.42% | +0.82% | |
| 6 | QGRW | Wisdomtree US Quality Growth | ETF-Other | 2.68% | +0.40% | -0.59% | |
| 7 | BAC | Bank Of America CORP | Stock-Financials | 2.45% | — | -1.91% | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.38% | -0.10% | -1.98% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 2.26% | +0.04% | +8.69% | |
| 10 | GM | General Motors Co | Stock-Consumer Disc | 2.23% | — | -1.62% | |
| 11 | GLW | Corning Inc | Stock-Tech | 2.14% | — | -1.70% | |
| 12 | T | At&t Inc | Stock-Comm Services | 1.98% | — | -7.62% | |
| 13 | BA | Boeing Co/the | Stock-Industrials | 1.92% | — | -1.72% | |
| 14 | CGGR | Cap Group Growth Equity | ETF-Other | 1.90% | +0.35% | +60.64% | |
| 15 | ALL | Allstate CORP | Stock-Financials | 1.78% | — | -2.89% | |
| 16 | MSFT | Microsoft CORP | Stock-Tech | 1.67% | -0.15% | +11.30% | |
| 17 | UL | Unilever PLC | Stock-Consumer Staples | 1.66% | — | -0.54% | |
| 18 | SHEL | Shell Plc-adr | Stock-Energy | 1.59% | — | +0.09% | |
| 19 | KIM | Kimco Realty CORP | Stock-Real Estate | 1.54% | — | -0.80% | |
| 20 | CSCO | Cisco Systems Inc | Stock-Tech | 1.54% | +0.11% | NEW | |
| 21 | TRV | Travelers Cos Inc/the | Stock-Financials | 1.53% | — | -1.59% | |
| 22 | C | Citigroup Inc | Stock-Financials | 1.53% | — | — | |
| 23 | CMA | Comerica Inc | Stock-Other | 1.50% | — | +2.34% | |
| 24 | OI | O-i Glass Inc | Stock-Other | 1.50% | — | -0.46% | |
| 25 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.49% | — | -3.74% | |
| 26 | XC | Wisdomtree True Emerging Mar | ETF-Emerging Markets | 1.45% | -0.14% | +3.24% | |
| 27 | GPK | Graphic Packaging Holding Co | Stock-Consumer Disc | 1.42% | — | +39.13% | |
| 28 | F | Ford Motor Co | Stock-Consumer Disc | 1.42% | — | -1.80% | |
| 29 | HGER | Harbor Commodity All Weather | ETF-Commodities | 1.42% | -0.39% | +21.00% | |
| 30 | ALK | Alaska Air Group Inc | Stock-Industrials | 1.41% | — | -1.12% | |
| 31 | CVS | Cvs Health CORP | Stock-Healthcare | 1.41% | — | -0.16% | |
| 32 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.41% | — | +1.35% | |
| 33 | FDX | Fedex CORP | Stock-Industrials | 1.39% | — | -0.62% | |
| 34 | UAL | United Airlines Holdings Inc | Stock-Industrials | 1.36% | — | +2.37% | |
| 35 | FMC | Fmc CORP | Stock-Materials | 1.36% | — | +2.93% | |
| 36 | CVX | Chevron CORP | Stock-Energy | 1.35% | -0.03% | +1.93% | |
| 37 | LYB | LyondellBasell Industries N.V. | Stock-Materials | 1.32% | — | +3.47% | |
| 38 | AIRR | First Trust Rba American Ind | ETF-Other | 1.26% | +0.18% | +3.03% | |
| 39 | TSN | Tyson Foods Inc-cl A | Stock-Consumer Staples | 1.22% | — | +3.54% | |
| 40 | SPG | Simon Property Group Inc | Stock-Real Estate | 1.22% | — | +0.02% | |
| 41 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.16% | -0.01% | -0.60% | |
| 42 | INCO | Columbia India Consumer ETF | ETF-Other | 1.07% | +0.06% | -0.16% | |
| 43 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.06% | -0.03% | -1.12% | |
| 44 | ABBV | Abbvie Inc | Stock-Healthcare | 1.04% | +0.01% | +1.08% | |
| 45 | BP | Bp Plc-spons Adr | Stock-Energy | 0.97% | — | +2.79% | |
| 46 | BRX | Brixmor Property Group Inc | Stock-Real Estate | 0.95% | — | +0.73% | |
| 47 | ENVX | Enovix CORP | Stock-Other | 0.88% | — | +0.39% | |
| 48 | ENR | Energizer Holdings Inc | Stock-Other | 0.88% | — | -4.46% | |
| 49 | HISF | First Tr Hi Inc Strat Foc | ETF-Other | 0.76% | -0.09% | +5.93% | |
| 50 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.73% | +0.20% | +0.10% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | C | Citigroup Inc | +1.5% | NEW | New buy |
| 2 | CGGR | Cap Group Growth Equity | +0.8% | +60.64% | Add |
| 3 | MSFT | Microsoft CORP | +0.5% | +11.30% | Add |
| 4 | QGRW | Wisdomtree US Quality Growth | +0.3% | -0.59% | Trim |
| 5 | OI | O-i Glass Inc | +0.2% | -0.46% | Trim |
| 6 | BA | Boeing Co/the | +0.2% | -1.72% | Trim |
| 7 | ENVX | Enovix CORP | +0.2% | +0.39% | Add |
| 8 | HGER | Harbor Commodity All Weather | +0.2% | +21.00% | Add |
| 9 | RDVY | First Trust Rising Dividend | +0.2% | +4.40% | Add |
| 10 | JPM | Jpmorgan Chase & Co | +0.2% | -1.98% | Trim |
| 11 | AIRR | First Trust Rba American Ind | +0.2% | +3.03% | Add |
| 12 | DFAC | Dimensional US Core Equity 2 | +0.2% | +1.97% | Add |
| 13 | XC | Wisdomtree True Emerging Mar | +0.2% | +3.24% | Add |
| 14 | FESM | Fidelity Enhanced Small Cap | +0.2% | NEW | New buy |
| 15 | DFAI | Dimensional International Co | +0.1% | +0.82% | Add |
| 16 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +120.55% | Add |
| 17 | UAL | United Airlines Holdings Inc | +0.1% | +2.37% | Add |
| 18 | GLW | Corning Inc | +0.1% | -1.70% | Trim |
| 19 | VGT | Vanguard Info Tech ETF | +0.1% | +0.10% | Add |
| 20 | GVA | Granite Construction Inc | +0.1% | NEW | New buy |
| 21 | BAC | Bank Of America CORP | +0.1% | -1.91% | Trim |
| 22 | AVGO | Broadcom Inc | +0.1% | NEW | New buy |
| 23 | ORCL | Oracle CORP | +0.1% | NEW | New buy |
| 24 | GPK | Graphic Packaging Holding Co | +0.1% | +39.13% | Add |
| 25 | AOA | Ishares Core 80/20 Aggressiv | +0.1% | NEW | New buy |
| 26 | TDIV | Ft Nasdaq Tech Dvd Index Fd | +0.1% | NEW | New buy |
| 27 | META | Meta Platforms Inc-class A | +0.1% | -5.38% | Trim |
| 28 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.1% | +27.08% | Add |
| 29 | NVDA | Nvidia CORP | +0.1% | +6.55% | Add |
| 30 | INCO | Columbia India Consumer ETF | 0% | -0.16% | Trim |
| 31 | CSCO | Cisco Systems Inc | 0% | -3.82% | Trim |
| 32 | F | Ford Motor Co | 0% | -1.80% | Trim |
| 33 | VYM | Vanguard High Dvd Yield ETF | 0% | +1.35% | Add |
| 34 | FBND | Fidelity Total Bond ETF | -0.1% | +4.43% | Add |
| 35 | FTCS | First Trust Capital Strength | -0.1% | +2.27% | Add |
| 36 | BP | Bp Plc-spons Adr | -0.2% | +2.79% | Add |
| 37 | JNJ | Johnson & Johnson | -0.2% | -1.12% | Trim |
| 38 | FTGC | First Trust Global Tactical | -0.2% | -47.80% | Trim |
| 39 | ABBV | Abbvie Inc | -0.2% | +1.08% | Add |
| 40 | FDX | Fedex CORP | -0.2% | -0.62% | Trim |
| 41 | TSN | Tyson Foods Inc-cl A | -0.2% | +3.54% | Add |
| 42 | VZ | Verizon Communications Inc | -0.3% | -3.74% | Trim |
| 43 | ALL | Allstate CORP | -0.3% | -2.89% | Trim |
| 44 | DOW | Dow Inc | -0.3% | -0.85% | Trim |
| 45 | MRK | Merck & Co. Inc. | -0.3% | -0.60% | Trim |
| 46 | T | At&t Inc | -0.3% | -7.62% | Trim |
| 47 | CVX | Chevron CORP | -0.3% | +1.93% | Add |
| 48 | LYB | LyondellBasell Industries N.V. | -0.3% | +3.47% | Add |
| 49 | ENR | Energizer Holdings Inc | -0.6% | -4.46% | Trim |
| 50 | ACI | Albertsons Cos Inc - Class A | -0.9% | EXIT | Sold out |
According to official SEC Form 13F filings, tru Independence LLC reported a total U.S. public equity portfolio value of $228.7M across 120 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including DFAC, FBND, FTCS) accounted for 31.3% of total reported equity market value during Q2 2025.
Top New Position Initiated
C
市值: $5.3M
Top Position Liquidated / Trimmed
ACI
前期市值: $2.8M
During Q2 2025, tru Independence LLC's top holdings by market value included DFAC (4.8%)、FBND (4.2%)、FTCS (4.0%). The largest single position, DFAC, represented 4.8% of total portfolio value.
In Q2 2025, tru Independence LLC made 50 total portfolio adjustments, initiating 7 new buys, adding to 23 positions, trimming 19 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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