CIK 2005380
Trueblood Wealth Management, LLC
Institutional 13F holdings & portfolio
Holdings
252
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 252
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| JPM | JPMORGAN CHASE & CO. | 42K | $1M+ | SH |
| AAPL | APPLE INC | 35K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 14K | $1M+ | SH |
| RSP | INVESCO EXCHANGE TRADED FD T | 23K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 23K | $1M+ | SH |
| RDVI | FIRST TR EXCHANGE-TRADED FD | 163K | $1M+ | SH |
| SDVY | FIRST TR EXCHANGE-TRADED FD | 94K | $1M+ | SH |
| FTA | FIRST TR EXCHANGE-TRADED ALP | 41K | $1M+ | SH |
| CAT | CATERPILLAR INC | 6K | $1M+ | SH |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | 88K | $1M+ | SH |
| CINF | CINCINNATI FINL CORP | 18K | $1M+ | SH |
| FGD | FIRST TR EXCHANGE TRADED FD | 94K | $1M+ | SH |
| ORCL | ORACLE CORP | 14K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 4K | $1M+ | SH |
| WMT | WALMART INC | 23K | $1M+ | SH |
| CGUS | CAPITAL GROUP CORE EQUITY ET | 60K | $1M+ | SH |
| RSG | REPUBLIC SVCS INC | 11K | $1M+ | SH |
| IFV | FIRST TR EXCHANGE TRADED FD | 91K | $1M+ | SH |
| AMZN | AMAZON COM INC | 10K | $1M+ | SH |
| ABBV | ABBVIE INC | 10K | $1M+ | SH |
| CVX | CHEVRON CORP NEW | 14K | $1M+ | SH |
| ADI | ANALOG DEVICES INC | 8K | $1M+ | SH |
| GDX | VANECK ETF TRUST | 25K | $1M+ | SH |
| GS | GOLDMAN SACHS GROUP INC | 2K | $1M+ | SH |
| ACN | ACCENTURE PLC IRELAND | 8K | $1M+ | SH |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | 57K | $1M+ | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 7K | $1M+ | SH |
| AJG | GALLAGHER ARTHUR J & CO | 8K | $1M+ | SH |
| AVGO | BROADCOM INC | 6K | $1M+ | SH |
| APH | AMPHENOL CORP NEW | 15K | $1M+ | SH |
| FTCS | FIRST TR EXCHANGE-TRADED FD | 21K | $1M+ | SH |
| V | VISA INC | 5K | $1M+ | SH |
| CGGR | CAPITAL GROUP GROWTH ETF | 43K | $1M+ | SH |
| LIN | LINDE PLC | 4K | $1M+ | SH |
| GOOGL | ALPHABET INC | 6K | $1M+ | SH |
| CGIE | CAPITAL GROUP INTERNATIONAL | 51K | $1M+ | SH |
| SLYV | SPDR SERIES TRUST | 19K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 3K | $1M+ | SH |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | 58K | $1M+ | SH |
| IEFA | ISHARES TR | 19K | $1M+ | SH |
| HD | HOME DEPOT INC | 5K | $1M+ | SH |
| CB | CHUBB LIMITED | 5K | $1M+ | SH |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 38K | $1M+ | SH |
| SNA | SNAP ON INC | 5K | $1M+ | SH |
| SYK | STRYKER CORPORATION | 5K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 13K | $1M+ | SH |
| MCD | MCDONALDS CORP | 5K | $1M+ | SH |
| BRO | BROWN & BROWN INC | 20K | $1M+ | SH |
| FV | FIRST TR EXCHANGE TRADED FD | 25K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 8K | $1M+ | SH |