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Portfolio (Quarterly) Guide ↗

Trueblood Wealth Management, LLC

· CIK 0002005380
13F Portfolio $286M AUM 261 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 23 New 96 Added 101 Reduced 14 Exited
Page 2 of 2  ·  23 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ETHA ISHARES ETHEREUM TR Financial Services 16,130.0 $192K 0.07% NEW $11.89 +60.0%
22 NU NU HLDGS LTD Financial Services 12,931.0 $173K 0.06% NEW $13.36 +17.4%
23 FMNB FARMERS NATIONAL BANC CORP Financial Services 11,638.0 $170K 0.06% NEW $14.60 +8.4%
Page 2 of 2  ·  23 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 28.6%
Financial Services 20.2%
Industrials 16.2%
Healthcare 8.0%
Energy 6.9%
Consumer Cyclical 5.8%
Consumer Defensive 4.9%
Utilities 3.1%
Communication Services 2.5%
Basic Materials 2.3%