SEC Form 13F

Trueblood Wealth Management, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-28
Reported value$286,474,290
Positions261

Largest disclosed positions

IssuerTickerClassReported valueReported amount
JPMORGAN CHASE & COJPMCOM$13,383,93840,888
APPLE INCAAPLCOM$10,010,75234,596
CATERPILLAR INCCATCOM$5,919,6845,559
MICROSOFT CORPMSFTCOM$5,548,58714,875
INVESCO EXCHANGE TRADED FD TRSPS&P500 EQL WGT$5,377,33425,273
FIRST TR EXCHANGE-TRADED FDRDVIFT VEST RIS$5,142,044174,899
NVIDIA CORPORATIONNVDACOM$5,076,75525,372
CAPITAL GROUP GBL GROWTH EQTCGGOSHS CREAT UNIT$4,205,42399,349
FIRST TR EXCHANGE TRADED FDSDVYSMID RISNG ETF$4,199,01597,335
FIRST TR EXCHANGE-TRADED ALPFTACOM SHS$4,014,80241,476

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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