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CIK: 0001785445
Total reported value
$228.7M
$228.7M
102 檔
38.6%
According to the latest 13F quarterly dataset, tru Independence LLC managed an equity portfolio of $228.7M at the end of Q1 2026, spanning 102 distinct U.S. exchange-listed positions.
In Q1 2026, tru Independence LLC adopted a defensive or profit-taking posture, trimming 52 positions and completely liquidating 37 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 10.15% | +0.23% | +3.94% | |
| 2 | FBND | Fidelity Total Bond ETF | ETF-Other | 8.89% | -0.22% | +4.91% | |
| 3 | RDVY | First Trust Rising Dividend | ETF-Other | 8.69% | +0.55% | +4.12% | |
| 4 | FTCS | First Trust Capital Strength | ETF-Other | 8.50% | -0.32% | +4.37% | |
| 5 | DFAI | Dimensional International Co | ETF-Other | 7.42% | -0.42% | -0.99% | |
| 6 | QGRW | Wisdomtree US Quality Growth | ETF-Other | 5.26% | +0.40% | +8.53% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 4.44% | +0.04% | -7.47% | |
| 8 | CGGR | Cap Group Growth Equity | ETF-Other | 4.27% | +0.35% | +9.86% | |
| 9 | HGER | Harbor Commodity All Weather | ETF-Commodities | 3.55% | -0.39% | -11.95% | |
| 10 | XC | Wisdomtree True Emerging Mar | ETF-Emerging Markets | 3.17% | -0.14% | +15.37% | |
| 11 | AIRR | First Trust Rba American Ind | ETF-Other | 2.84% | +0.18% | -4.94% | |
| 12 | FESM | Fidelity Enhanced Small Cap | ETF-Small Cap | 2.47% | +0.12% | +4.61% | |
| 13 | INCO | Columbia India Consumer ETF | ETF-Other | 2.32% | +0.06% | +21.35% | |
| 14 | HISF | First Tr Hi Inc Strat Foc | ETF-Other | 1.56% | -0.09% | +8.39% | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 1.35% | -0.15% | -52.08% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.32% | — | -3.45% | |
| 17 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 1.32% | -0.07% | +20.52% | |
| 18 | VGT | Vanguard Info Tech ETF | ETF-Tech | 1.16% | +0.20% | -7.98% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.13% | -0.09% | -3.59% | |
| 20 | FVD | First Trust Value Line Dvd | ETF-Other | 0.65% | -0.10% | -8.62% | |
| 21 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.64% | +0.01% | +15.25% | |
| 22 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.61% | -0.10% | -84.79% | |
| 23 | SDVY | First Trust Smid Cap Rising | ETF-Other | 0.57% | -0.02% | -2.50% | |
| 24 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.54% | +0.01% | +4.81% | |
| 25 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.54% | -0.12% | +0.34% | |
| 26 | NVDA | Nvidia CORP | Stock-Tech | 0.50% | +0.02% | +14.87% | |
| 27 | BAC | Bank Of America CORP | Stock-Financials | 0.46% | — | -88.71% | |
| 28 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.46% | +0.01% | -3.12% | |
| 29 | VTV | Vanguard Value ETF | ETF-Other | 0.45% | -0.01% | -0.56% | |
| 30 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.44% | — | +0.19% | |
| 31 | FDL | First Trust Morn Dvd Lead In | ETF-Other | 0.43% | -0.07% | +0.05% | |
| 32 | CGBL | Cap Group Core Balanced | ETF-Other | 0.41% | +0.01% | +116.24% | |
| 33 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.39% | — | -15.18% | |
| 34 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.37% | -0.05% | -21.43% | |
| 35 | DUHP | Dimensional US High Profi Et | ETF-Other | 0.36% | -0.04% | -24.35% | |
| 36 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.36% | +0.02% | +0.44% | |
| 37 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.35% | -0.02% | -4.87% | |
| 38 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.32% | +0.04% | +10.48% | |
| 39 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.31% | -0.04% | -57.80% | |
| 40 | COF | Capital One Financial CORP | Stock-Financials | 0.29% | -0.01% | -0.93% | |
| 41 | CGUS | Cap Group Core Equity | ETF-Other | 0.28% | — | +10.32% | |
| 42 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.27% | -0.07% | +1.71% | |
| 43 | XLV | Ss Health Care Select Sector | ETF-Other | 0.27% | -0.04% | -11.23% | |
| 44 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.26% | -0.03% | -14.50% | |
| 45 | CGXU | Cap Group Intl Focus | ETF-Other | 0.26% | +0.01% | -0.52% | |
| 46 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.26% | +0.01% | -3.62% | |
| 47 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.26% | — | -13.10% | |
| 48 | REGL | Prshrs S&p Mid 400 Dvd Arist | ETF-Other | 0.25% | -0.06% | -1.32% | |
| 49 | XOM | Exxon Mobil CORP | Stock-Energy | 0.24% | -0.06% | -3.49% | |
| 50 | VIS | Vanguard Industrials ETF | ETF-Other | 0.24% | — | -26.13% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | +5.1% | +3.94% | Add |
| 2 | FBND | Fidelity Total Bond ETF | +4.5% | +4.91% | Add |
| 3 | FTCS | First Trust Capital Strength | +4.4% | +4.37% | Add |
| 4 | RDVY | First Trust Rising Dividend | +4.4% | +4.12% | Add |
| 5 | DFAI | Dimensional International Co | +3.7% | -0.99% | Trim |
| 6 | QGRW | Wisdomtree US Quality Growth | +2.6% | +8.53% | Add |
| 7 | CGGR | Cap Group Growth Equity | +2.1% | +9.86% | Add |
| 8 | HGER | Harbor Commodity All Weather | +1.9% | -11.95% | Trim |
| 9 | AAPL | Apple Inc | +1.8% | -7.47% | Trim |
| 10 | XC | Wisdomtree True Emerging Mar | +1.7% | +15.37% | Add |
| 11 | AIRR | First Trust Rba American Ind | +1.5% | -4.94% | Trim |
| 12 | FESM | Fidelity Enhanced Small Cap | +1.3% | +4.61% | Add |
| 13 | INCO | Columbia India Consumer ETF | +1.2% | +21.35% | Add |
| 14 | HISF | First Tr Hi Inc Strat Foc | +0.8% | +8.39% | Add |
| 15 | JAAA | Janus Henderson Aaa Clo ETF | +0.8% | +20.52% | Add |
| 16 | IVV | Ishares Core S&p 500 ETF | +0.6% | -3.45% | Trim |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | +0.5% | -3.59% | Trim |
| 18 | VGT | Vanguard Info Tech ETF | +0.5% | -7.98% | Trim |
| 19 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.3% | +15.25% | Add |
| 20 | CGBL | Cap Group Core Balanced | +0.3% | +116.24% | Add |
| 21 | FVD | First Trust Value Line Dvd | +0.3% | -8.62% | Trim |
| 22 | SDVY | First Trust Smid Cap Rising | +0.3% | -2.50% | Trim |
| 23 | MCD | Mcdonald's CORP | +0.3% | +0.34% | Add |
| 24 | NVDA | Nvidia CORP | +0.3% | +14.87% | Add |
| 25 | VTI | Vanguard Total Stock Mkt ETF | +0.3% | +4.81% | Add |
| 26 | FDL | First Trust Morn Dvd Lead In | +0.2% | +0.05% | Add |
| 27 | DFUV | Dimensional US Marketwide Va | +0.2% | +0.19% | Add |
| 28 | VTV | Vanguard Value ETF | +0.2% | -0.56% | Trim |
| 29 | AMZN | Amazon.com Inc | +0.2% | -3.12% | Trim |
| 30 | LMT | Lockheed Martin CORP | +0.2% | +1.71% | Add |
| 31 | IEMG | Ishares Core Msci Emerging | +0.2% | -15.18% | Trim |
| 32 | IVW | Ishares S&p 500 Growth ETF | +0.2% | +0.44% | Add |
| 33 | EFA | Ishares Msci Eafe ETF | +0.2% | -4.87% | Trim |
| 34 | GOOGL | Alphabet Inc-cl A | +0.2% | +10.48% | Add |
| 35 | XOM | Exxon Mobil CORP | +0.2% | -3.49% | Trim |
| 36 | CGUS | Cap Group Core Equity | +0.1% | +10.32% | Add |
| 37 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | -21.43% | Trim |
| 38 | WFC | Wells Fargo & Co | +0.1% | +24.53% | Add |
| 39 | REGL | Prshrs S&p Mid 400 Dvd Arist | +0.1% | -1.32% | Trim |
| 40 | CGXU | Cap Group Intl Focus | +0.1% | -0.52% | Trim |
| 41 | FTGC | First Trust Global Tactical | +0.1% | -6.83% | Trim |
| 42 | VOO | Vanguard S&p 500 ETF | +0.1% | -3.62% | Trim |
| 43 | DUHP | Dimensional US High Profi Et | +0.1% | -24.35% | Trim |
| 44 | XLV | Ss Health Care Select Sector | +0.1% | -11.23% | Trim |
| 45 | DFAE | Dimensional Emerging Core Eq | +0.1% | -13.10% | Trim |
| 46 | TPC | Tutor Perini CORP | +0.1% | — | Unchanged |
| 47 | AVGO | Broadcom Inc | +0.1% | +10.82% | Add |
| 48 | EQT | Eqt CORP | +0.1% | -0.71% | Trim |
| 49 | VFH | Vanguard Financials ETF | +0.1% | -0.41% | Trim |
| 50 | TT | Trane Technologies plc | +0.1% | -0.12% | Trim |
According to official SEC Form 13F filings, tru Independence LLC reported a total U.S. public equity portfolio value of $228.7M across 102 disclosed positions in Q1 2026.
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 38.6% of total reported equity market value during Q1 2026.
Top New Position Initiated
RSP
市值: $422.7K
Top Position Liquidated / Trimmed
GM
前期市值: $11.7M
During Q1 2026, tru Independence LLC's top holdings by market value included DFAC (10.2%)、FBND (8.9%)、RDVY (8.7%). The largest single position, DFAC, represented 10.2% of total portfolio value.
In Q1 2026, tru Independence LLC made 134 total portfolio adjustments, initiating 7 new buys, adding to 38 positions, trimming 52 holdings, and fully liquidating 37 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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