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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 4  ·  71 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ITOT ISHARES TR 6,363.0 $906K 0.24% +56.0 +0.9% $142.43 +13.0%
22 MRSH MARSH & MCLENNAN COS INC Financial Services 5,000.0 $867K 0.23% $173.45 -6.1%
23 SPXV PROSHARES TR 11,909.0 $846K 0.22% -1K -11.1% $71.01 +13.3%
24 VOO VANGUARD INDEX FDS 1,326.0 $792K 0.21% -41.0 -3.0% $597.33 +13.0%
25 MSFT MICROSOFT CORP Technology 2,106.0 $780K 0.21% +68.0 +3.3% $370.19 -4.7%
26 AVGO BROADCOM INC Technology 2,488.0 $770K 0.20% +197.0 +8.6% $309.51 +22.3%
27 IMCB ISHARES TR 8,571.0 $715K 0.19% -48.0 -0.6% $83.43 +15.0%
28 AGG ISHARES TR 6,448.0 $640K 0.17% +155.0 +2.5% $99.26 -0.0%
29 NVDA NVIDIA CORPORATION Technology 3,596.0 $627K 0.17% +78.0 +2.2% $174.38 +11.7%
30 AMZN AMAZON COM INC Consumer Cyclical 2,964.0 $617K 0.16% -916.0 -23.6% $208.27 +9.4%
31 MELI MERCADOLIBRE INC Consumer Cyclical 356.0 $616K 0.16% $1729.02 -6.0%
32 IXUS ISHARES TR 7,069.0 $612K 0.16% -52.0 -0.7% $86.64 +9.5%
33 LMT LOCKHEED MARTIN CORP Industrials 1,013.0 $612K 0.16% +12.0 +1.2% $604.39 -16.7%
34 EAGG ISHARES TR 12,622.0 $600K 0.16% -109.0 -0.9% $47.55 -0.0%
35 BND VANGUARD BD INDEX FDS 7,994.0 $589K 0.16% +497.0 +6.6% $73.64 -0.1%
36 BERKSHIRE HATHAWAY INC DEL 1,199.0 $575K 0.15% $479.20
37 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 1,376.0 $539K 0.14% $391.76 +159.9%
38 IVW ISHARES TR 4,437.0 $502K 0.13% $113.11 +17.7%
39 VXF VANGUARD INDEX FDS 2,415.0 $497K 0.13% $205.80 +16.6%
40 PRF INVESCO EXCHANGE TRADED FD T 10,016.0 $476K 0.13% $47.53 +12.9%
Page 2 of 4  ·  71 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%