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CIK: 0001785445
Total reported value
$228.7M
$228.7M
132 檔
37.5%
As reported in its official Q4 2025 Form 13F filing, tru Independence LLC's tracked investment portfolio stood at $228.7M with 132 total positions.
In Q4 2025, tru Independence LLC displayed an active expansion posture, initiating 9 new positions and adding to 20 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 | 5.07% | +0.23% | +5.78% | |
| 2 | FBND | Fidelity Total Bond ETF | ETF-Other | 4.36% | -0.22% | +10.80% | |
| 3 | RDVY | First Trust Rising Dividend | ETF-Other | 4.33% | +0.55% | +5.83% | |
| 4 | FTCS | First Trust Capital Strength | ETF-Other | 4.14% | -0.32% | +8.34% | |
| 5 | DFAI | Dimensional International Co | ETF-Other | 3.74% | -0.42% | +3.42% | |
| 6 | GM | General Motors Co | Stock-Consumer Disc | 2.96% | — | -6.12% | |
| 7 | QGRW | Wisdomtree US Quality Growth | ETF-Other | 2.71% | +0.40% | +2.41% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 2.62% | +0.04% | -0.30% | |
| 9 | BAC | Bank Of America CORP | Stock-Financials | 2.36% | — | -4.09% | |
| 10 | GLW | Corning Inc | Stock-Tech | 2.28% | — | -3.92% | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.24% | -0.10% | -2.29% | |
| 12 | CGGR | Cap Group Growth Equity | ETF-Other | 2.19% | +0.35% | +12.32% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 1.88% | -0.15% | +14.27% | |
| 14 | C | Citigroup Inc | Stock-Financials | 1.78% | — | -2.14% | |
| 15 | BA | Boeing Co/the | Stock-Industrials | 1.70% | — | -1.83% | |
| 16 | HGER | Harbor Commodity All Weather | ETF-Commodities | 1.65% | -0.39% | +18.71% | |
| 17 | UAL | United Airlines Holdings Inc | Stock-Industrials | 1.63% | — | -1.97% | |
| 18 | ALL | Allstate CORP | Stock-Financials | 1.58% | — | -1.87% | |
| 19 | FDX | Fedex CORP | Stock-Industrials | 1.53% | — | -1.46% | |
| 20 | T | At&t Inc | Stock-Comm Services | 1.47% | — | +1.69% | |
| 21 | XC | Wisdomtree True Emerging Mar | ETF-Emerging Markets | 1.46% | -0.14% | +14.33% | |
| 22 | F | Ford Motor Co | Stock-Consumer Disc | 1.45% | — | -2.69% | |
| 23 | TRV | Travelers Cos Inc/the | Stock-Financials | 1.44% | — | -0.93% | |
| 24 | CSCO | Cisco Systems Inc | Stock-Tech | 1.42% | +0.11% | NEW | |
| 25 | SHEL | Shell Plc-adr | Stock-Energy | 1.42% | — | -2.05% | |
| 26 | CVS | Cvs Health CORP | Stock-Healthcare | 1.37% | — | -2.78% | |
| 27 | UL | Unilever Plc-sponsored Adr | Stock-Consumer Staples | 1.36% | — | — | |
| 28 | AIRR | First Trust Rba American Ind | ETF-Other | 1.35% | +0.18% | +1.58% | |
| 29 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.34% | -0.01% | -2.59% | |
| 30 | OI | O-i Glass Inc | Stock-Other | 1.31% | — | -0.70% | |
| 31 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.30% | -0.03% | -1.09% | |
| 32 | KIM | Kimco Realty CORP | Stock-Real Estate | 1.30% | — | -1.37% | |
| 33 | ALK | Alaska Air Group Inc | Stock-Industrials | 1.29% | — | +4.39% | |
| 34 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.28% | — | -2.07% | |
| 35 | CVX | Chevron CORP | Stock-Energy | 1.27% | -0.03% | +1.59% | |
| 36 | JBS | Jbs N.v. | Stock-Other | 1.23% | — | — | |
| 37 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.23% | — | +0.32% | |
| 38 | SPG | Simon Property Group Inc | Stock-Real Estate | 1.22% | — | -0.77% | |
| 39 | FESM | Fidelity Enhanced Small Cap | ETF-Small Cap | 1.20% | +0.12% | +32.98% | |
| 40 | TSN | Tyson Foods Inc-cl A | Stock-Consumer Staples | 1.18% | — | +1.79% | |
| 41 | GIS | General Mills Inc | Stock-Consumer Staples | 1.17% | — | +9.34% | |
| 42 | INCO | Columbia India Consumer ETF | ETF-Other | 1.15% | +0.06% | +12.67% | |
| 43 | ABBV | Abbvie Inc | Stock-Healthcare | 1.12% | +0.01% | -0.16% | |
| 44 | BP | Bp Plc-spons Adr | Stock-Energy | 0.99% | — | -0.45% | |
| 45 | LYB | LyondellBasell Industries N.V. | Stock-Materials | 0.93% | — | -7.44% | |
| 46 | GPK | Graphic Packaging Holding Co | Stock-Consumer Disc | 0.90% | — | -0.69% | |
| 47 | BRX | Brixmor Property Group Inc | Stock-Real Estate | 0.86% | — | +1.45% | |
| 48 | HISF | First Tr Hi Inc Strat Foc | ETF-Other | 0.75% | -0.09% | +9.08% | |
| 49 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.73% | — | +5.85% | |
| 50 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.70% | +0.20% | -3.73% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GM | General Motors Co | +0.5% | -6.12% | Trim |
| 2 | FESM | Fidelity Enhanced Small Cap | +0.3% | +32.98% | Add |
| 3 | FBND | Fidelity Total Bond ETF | +0.3% | +10.80% | Add |
| 4 | DFAC | Dimensional US Core Equity 2 | +0.3% | +5.78% | Add |
| 5 | RDVY | First Trust Rising Dividend | +0.3% | +5.83% | Add |
| 6 | FDX | Fedex CORP | +0.2% | -1.46% | Trim |
| 7 | CGGR | Cap Group Growth Equity | +0.2% | +12.32% | Add |
| 8 | MRK | Merck & Co. Inc. | +0.2% | -2.59% | Trim |
| 9 | DFAI | Dimensional International Co | +0.2% | +3.42% | Add |
| 10 | HGER | Harbor Commodity All Weather | +0.2% | +18.71% | Add |
| 11 | FTCS | First Trust Capital Strength | +0.2% | +8.34% | Add |
| 12 | C | Citigroup Inc | +0.2% | -2.14% | Trim |
| 13 | UAL | United Airlines Holdings Inc | +0.2% | -1.97% | Trim |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +32.67% | Add |
| 15 | OI | O-i Glass Inc | +0.1% | -0.70% | Trim |
| 16 | INCO | Columbia India Consumer ETF | +0.1% | +12.67% | Add |
| 17 | AAPL | Apple Inc | +0.1% | -0.30% | Trim |
| 18 | JNJ | Johnson & Johnson | +0.1% | -1.09% | Trim |
| 19 | CSCO | Cisco Systems Inc | +0.1% | -3.43% | Trim |
| 20 | MCD | Mcdonald's CORP | +0.1% | +42.54% | Add |
| 21 | MSFT | Microsoft CORP | +0.1% | +14.27% | Add |
| 22 | TSN | Tyson Foods Inc-cl A | +0.1% | +1.79% | Add |
| 23 | GOOG | Alphabet Inc-cl C | +0.1% | +9.39% | Add |
| 24 | XC | Wisdomtree True Emerging Mar | +0.1% | +14.33% | Add |
| 25 | F | Ford Motor Co | +0.1% | -2.69% | Trim |
| 26 | HISF | First Tr Hi Inc Strat Foc | +0.1% | +9.08% | Add |
| 27 | QGRW | Wisdomtree US Quality Growth | 0% | +2.41% | Add |
| 28 | ALK | Alaska Air Group Inc | 0% | +4.39% | Add |
| 29 | VZ | Verizon Communications Inc | -0.1% | +0.32% | Add |
| 30 | ALL | Allstate CORP | -0.1% | -1.87% | Trim |
| 31 | KIM | Kimco Realty CORP | -0.2% | -1.37% | Trim |
| 32 | T | At&t Inc | -0.2% | +1.69% | Add |
| 33 | ENVX | Enovix CORP | -0.2% | -2.71% | Trim |
| 34 | LYB | LyondellBasell Industries N.V. | -0.2% | -7.44% | Trim |
| 35 | GPK | Graphic Packaging Holding Co | -0.3% | -0.69% | Trim |
| 36 | ENR | Energizer Holdings Inc | -0.7% | -71.62% | Trim |
| 37 | UL | Unilever PLC | — | EXIT | Sold out |
| 38 | UL | Unilever Plc-sponsored Adr | — | NEW | New buy |
| 39 | FMC | Fmc CORP | — | EXIT | Sold out |
| 40 | JBS | Jbs N.v. | — | NEW | New buy |
| 41 | CMA | Comerica Inc | — | EXIT | Sold out |
| 42 | DOW | Dow Inc | — | EXIT | Sold out |
| 43 | TPC | Tutor Perini CORP | — | NEW | New buy |
| 44 | DFSV | Dimensional US Small Cap Val | — | NEW | New buy |
| 45 | IJR | Ishares Core S&p Small-cap E | — | NEW | New buy |
| 46 | CLS | Celestica Inc | — | NEW | New buy |
| 47 | CP | Canadian Pacific Kansas City | — | EXIT | Sold out |
| 48 | EQT | Eqt CORP | — | NEW | New buy |
| 49 | MICC | The Magnum Ice Cream Company N. | — | NEW | New buy |
| 50 | QQA | Invesco Qqq Income Adv ETF | — | NEW | New buy |
According to official SEC Form 13F filings, tru Independence LLC reported a total U.S. public equity portfolio value of $228.7M across 132 disclosed positions in Q4 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, RDVY) accounted for 37.5% of total reported equity market value during Q4 2025.
Top New Position Initiated
UL
市值: $5.4M
Top Position Liquidated / Trimmed
UL
前期市值: $5.6M
During Q4 2025, tru Independence LLC's top holdings by market value included DFAC (5.1%)、FBND (4.4%)、RDVY (4.3%). The largest single position, DFAC, represented 5.1% of total portfolio value.
In Q4 2025, tru Independence LLC made 50 total portfolio adjustments, initiating 9 new buys, adding to 20 positions, trimming 16 holdings, and fully liquidating 5 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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