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Portfolio (Quarterly) Guide ↗

TRUEFG, LLC

· CIK 0001766067
13F Portfolio $373M AUM Filed Jan 21, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 69 New
Page 4 of 4  ·  69 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 IVE ISHARES TR 1,145.0 $243K 0.07% NEW $212.07 +6.7%
62 FAD FIRST TR EXCHANGE-TRADED ALP 1,474.0 $239K 0.06% NEW $161.85 +21.0%
63 FNX FIRST TR EXCHANGE-TRADED ALP 1,861.0 $234K 0.06% NEW $125.98 +15.3%
64 LQD ISHARES TR 2,000.0 $220K 0.06% NEW $110.18 -0.6%
65 WMT WALMART INC Consumer Defensive 1,930.0 $215K 0.06% NEW $111.41 +3.9%
66 IBM INTERNATIONAL BUSINESS MACHS Technology 687.0 $203K 0.06% NEW $296.21 -12.8%
67 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 10,000.0 $197K 0.05% NEW $19.71 -24.6%
68 BITFARMS LTD 26,000.0 $61K 0.02% NEW $2.35
69 OCGN OCUGEN INC Healthcare 21,000.0 $28K 0.01% NEW $1.35 +1.5%
Page 4 of 4  ·  69 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 39.2%
Financial Services 22.8%
Consumer Cyclical 21.6%
Industrials 8.9%
Communication Services 3.3%
Healthcare 2.5%
Consumer Defensive 1.6%