Trueblood Wealth Management, LLC Q4 2025 Filing

Filed January 21, 2026

Portfolio Value

$256.2M

Holdings

252

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (252 positions)

#StockSharesValue% PortfolioType
1
JPMJPMORGAN CHASE & CO.
42,035$13.5M5.29%
2
AAPLAPPLE INC
34,590$9.4M3.67%
3
MSFTMICROSOFT CORP
14,389$7.0M2.72%
4
RSPINVESCO EXCHANGE TRADED FD T
22,616$4.3M1.69%
5
NVDANVIDIA CORPORATION
23,003$4.3M1.67%
6
RDVIFIRST TR EXCHANGE-TRADED FD
162,908$4.3M1.67%
7
SDVYFIRST TR EXCHANGE-TRADED FD
94,229$3.6M1.41%
8
FTAFIRST TR EXCHANGE-TRADED ALP
40,902$3.5M1.38%
9
CATCATERPILLAR INC
5,567$3.2M1.24%
10
CGGOCAPITAL GROUP GBL GROWTH EQT
88,207$3.1M1.19%
11
CINFCINCINNATI FINL CORP
17,708$2.9M1.13%
12
FGDFIRST TR EXCHANGE TRADED FD
93,973$2.8M1.11%
13
ORCLORACLE CORP
13,778$2.7M1.05%
14
VOOVANGUARD INDEX FDS
4,044$2.5M0.99%
15
WMTWALMART INC
22,633$2.5M0.98%
16
CGUSCAPITAL GROUP CORE EQUITY ET
60,130$2.4M0.94%
17
RSGREPUBLIC SVCS INC
10,934$2.3M0.90%
18
IFVFIRST TR EXCHANGE TRADED FD
91,392$2.3M0.89%
19
AMZNAMAZON COM INC
9,546$2.2M0.86%
20
ABBVABBVIE INC
9,642$2.2M0.86%
21
CVXCHEVRON CORP NEW
14,307$2.2M0.85%
22
ADIANALOG DEVICES INC
7,929$2.1M0.84%
23
GDXVANECK ETF TRUST
24,553$2.1M0.82%
24
GSGOLDMAN SACHS GROUP INC
2,335$2.1M0.80%
25
ACNACCENTURE PLC IRELAND
7,565$2.0M0.79%
26
CGDGCAPITAL GROUP DIVIDEND GROWE
56,658$2.0M0.79%
27
TSMTAIWAN SEMICONDUCTOR MFG LTD
6,637$2.0M0.79%
28
AJGGALLAGHER ARTHUR J & CO
7,782$2.0M0.79%
29
AVGOBROADCOM INC
5,757$2.0M0.78%
30
APHAMPHENOL CORP NEW
14,610$2.0M0.77%
31
FTCSFIRST TR EXCHANGE-TRADED FD
20,721$1.9M0.75%
32
VVISA INC
5,446$1.9M0.75%
33
CGGRCAPITAL GROUP GROWTH ETF
42,883$1.9M0.74%
34
LINLINDE PLC
4,469$1.9M0.74%
35
GOOGLALPHABET INC
5,948$1.9M0.73%
36
CGIECAPITAL GROUP INTERNATIONAL
51,095$1.8M0.69%
37
SLYVSPDR SERIES TRUST
19,169$1.7M0.68%
38
BRK/BBERKSHIRE HATHAWAY INC DEL
3,456$1.7M0.68%
39
CGXUCAPITAL GROUP INTL FOCUS EQT
58,350$1.7M0.67%
40
AQLTISHARES TR
19,174$1.7M0.67%
41
HDHOME DEPOT INC
4,979$1.7M0.67%
42
CBCHUBB LIMITED
5,452$1.7M0.66%
43
CGDGCAPITAL GROUP DIVIDEND VALUE
38,128$1.7M0.65%
44
SNASNAP ON INC
4,751$1.6M0.64%
45
SYKSTRYKER CORPORATION
4,592$1.6M0.63%
46
XOMEXXON MOBIL CORP
13,379$1.6M0.63%
47
MCDMCDONALDS CORP
5,150$1.6M0.61%
48
BROBROWN & BROWN INC
19,675$1.6M0.61%
49
FAIFIRST TR EXCHANGE TRADED FD
24,895$1.6M0.61%
50
JNJJOHNSON & JOHNSON
7,530$1.6M0.61%
51
AXPAMERICAN EXPRESS CO
4,180$1.5M0.60%
52
WELLWELLTOWER INC
8,298$1.5M0.60%
53
QCOMQUALCOMM INC
8,890$1.5M0.59%
54
BRBROADRIDGE FINL SOLUTIONS IN
6,732$1.5M0.59%
55
COSTCOSTCO WHSL CORP NEW
1,737$1.5M0.58%
56
IEMGISHARES INC
21,340$1.4M0.56%
57
INTUINTUIT
2,150$1.4M0.56%
58
TSCOTRACTOR SUPPLY CO
28,346$1.4M0.55%
59
CASYCASEYS GEN STORES INC
2,553$1.4M0.55%
60
KKRKKR & CO INC
11,000$1.4M0.55%
61
CMICUMMINS INC
2,730$1.4M0.54%
62
GOOGALPHABET INC
4,382$1.4M0.54%
63
IBMINTERNATIONAL BUSINESS MACHS
4,457$1.3M0.52%
64
JEPIJ P MORGAN EXCHANGE TRADED F
22,128$1.3M0.49%
65
NDAQNASDAQ INC
12,953$1.3M0.49%
66
VXUSVANGUARD STAR FDS
16,673$1.3M0.49%
67
TJXTJX COS INC NEW
8,052$1.2M0.48%
68
NSCNORFOLK SOUTHN CORP
4,192$1.2M0.47%
69
SPLVINVESCO EXCH TRADED FD TR II
16,507$1.2M0.46%
70
PGPROCTER AND GAMBLE CO
8,122$1.2M0.45%
71
FASTFASTENAL CO
28,827$1.2M0.45%
72
CITCINTAS CORP
6,151$1.2M0.45%
73
IJHISHARES TR
17,506$1.2M0.45%
74
STESTERIS PLC
4,332$1.1M0.43%
75
VIGVANGUARD SPECIALIZED FUNDS
4,921$1.1M0.42%
76
BKRBAKER HUGHES COMPANY
22,880$1.0M0.41%
77
VIGIVANGUARD WHITEHALL FDS
11,355$1.0M0.41%
78
SMDVPROSHARES TR
15,706$1.0M0.40%
79
SDVDFIRST TR EXCH TRADED FD III
47,740$1.0M0.40%
80
VOVANGUARD INDEX FDS
3,522$1.0M0.40%
81
WECWEC ENERGY GROUP INC
9,625$1.0M0.40%
82
PIZINVESCO EXCH TRADED FD TR II
20,587$1.0M0.39%
83
RDVYFIRST TR EXCHANGE TRADED FD
14,144$982K0.38%
84
MPCMARATHON PETE CORP
5,919$962K0.38%
85
KNGFIRST TR EXCHANGE-TRADED FD
19,034$935K0.36%
86
TSLATESLA INC
2,078$934K0.36%
87
DWASINVESCO EXCH TRADED FD TR II
9,432$912K0.36%
88
OKEONEOK INC NEW
12,393$910K0.36%
89
AIRRFIRST TR EXCHANGE TRADED FD
9,211$905K0.35%
90
LLYELI LILLY & CO
837$899K0.35%
91
FTQIFIRST TR EXCHANGE TRADED FD
42,652$888K0.35%
92
TMOTHERMO FISHER SCIENTIFIC INC
1,522$881K0.34%
93
NEENEXTERA ENERGY INC
10,910$875K0.34%
94
MTUMISHARES TR
3,456$865K0.34%
95
MSIMOTOROLA SOLUTIONS INC
2,199$842K0.33%
96
UNHUNITEDHEALTH GROUP INC
2,549$841K0.33%
97
ABTABBOTT LABS
6,633$831K0.32%
98
ELVELEVANCE HEALTH INC FORMERLY
2,368$830K0.32%
99
FVDFIRST TR EXCHANGE-TRADED FD
17,633$812K0.32%
100
DWDMORGAN STANLEY
4,565$810K0.32%
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