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Portfolio (Quarterly) Guide ↗

truNorth Financial Services, Inc.

· CIK 0002108201
13F Portfolio $112M AUM 59 positions Filed Jul 30, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 12 New 24 Added 12 Reduced 2 Exited
Page 1 of 3  ·  59 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 DGRO ISHARES TR 236,045.0 $17.9M 16.02% +9K +4.0% $75.79 +5.3%
2 SCHD SCHWAB STRATEGIC TR 488,015.0 $15.5M 13.86% +8K +1.6% $31.71 +10.7%
3 DLN WISDOMTREE TR 150,248.0 $14.5M 12.96% +6K +4.1% $96.32 +4.9%
4 VYM VANGUARD WHITEHALL FDS 90,239.0 $14.3M 12.77% +3K +3.0% $158.03 +4.3%
5 VGSH VANGUARD SCOTTSDALE FDS 103,562.0 $6.0M 5.40% +96K +1216.8% $58.20 +0.0%
6 GLD SPDR GOLD TR Financial Services 14,579.0 $5.4M 4.81% -262.0 -1.8% $368.38 +16.2%
7 VCSH VANGUARD SCOTTSDALE FDS 54,977.0 $4.3M 3.89% -11K -17.2% $79.03 -0.3%
8 SDY SPDR SERIES TRUST 16,065.0 $2.4M 2.19% +647.0 +4.2% $152.18 +4.0%
9 SLV ISHARES SILVER TR Financial Services 42,395.0 $2.3M 2.03% -5K -9.7% $53.47 +16.5%
10 NVDA NVIDIA CORPORATION Technology 11,160.0 $2.2M 2.00% +1K +11.6% $200.09 +6.4%
11 SPY STATE STR SPDR S&P 500 ETF T Financial Services 2,905.0 $2.2M 1.94% +139.0 +5.0% $746.72 +2.6%
12 VIG VANGUARD SPECIALIZED FUNDS 8,949.0 $2.1M 1.90% +259.0 +3.0% $236.62 +3.2%
13 PKW INVESCO EXCHANGE TRADED FD T 10,442.0 $1.5M 1.32% +816.0 +8.5% $141.65 +6.7%
14 AAPL APPLE INC Technology 4,917.0 $1.4M 1.27% +576.0 +13.3% $289.34 +7.1%
15 DIA STATE STR SPDR DOW JONES IND Financial Services 2,150.0 $1.1M 1.01% -65.0 -2.9% $522.44 +2.5%
16 ORRF ORRSTOWN FINL SVCS INC Financial Services 23,201.0 $947K 0.85% -266.0 -1.1% $40.83 +2.4%
17 VBR VANGUARD INDEX FDS 3,430.0 $833K 0.75% -295.0 -7.9% $242.96 +2.1%
18 AMZN AMAZON COM INC Consumer Cyclical 3,269.0 $779K 0.70% +419.0 +14.7% $238.34 +9.5%
19 QQQ INVESCO QQQ TR Financial Services 1,048.0 $772K 0.69% -25.0 -2.3% $736.61 -3.5%
20 CAT CATERPILLAR INC Industrials 678.0 $722K 0.65% $1065.20 -23.8%
Page 1 of 3  ·  59 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
Financial Services 53.6%
Technology 25.6%
Industrials 6.6%
Healthcare 3.8%
Consumer Cyclical 2.9%
Communication Services 2.2%
Consumer Defensive 2.2%
Utilities 1.2%
Basic Materials 1.1%
Energy 0.8%