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Portfolio (Quarterly) Guide ↗

TRUEFG, LLC

· CIK 0001766067
13F Portfolio $377M AUM 71 positions Filed Apr 22, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 3 New 25 Added 15 Reduced 1 Exited
Page 2 of 2  ·  25 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IGSB ISHARES TR 7,073.0 $372K 0.10% +59.0 +0.8% $52.56 -0.4%
22 IREN IREN LIMITED Financial Services 9,473.0 $325K 0.09% +473.0 +5.3% $34.28 +46.7%
23 SCZ ISHARES TR 3,977.0 $312K 0.08% +46.0 +1.2% $78.42 +4.7%
24 LQD ISHARES TR 2,078.0 $227K 0.06% +78.0 +3.9% $109.01 +0.4%
25 BITFARMS LTD 51,000.0 $99K 0.03% +25K +96.2% $1.95
Page 2 of 2  ·  25 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 39.1%
Financial Services 21.4%
Consumer Cyclical 18.8%
Industrials 13.0%
Communication Services 3.3%
Healthcare 2.3%
Consumer Defensive 2.0%