TruNorth Capital Management, LLC Q4 2025 Filing

Filed February 11, 2026

Portfolio Value

$526.9B

Holdings

118

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (118 positions)

StockValue
SCHBSCHWAB STRATEGIC TR
$133.5M
SCHFSCHWAB STRATEGIC TR
$52.8M
SCHOSCHWAB STRATEGIC TR
$47.2M
SCHZSCHWAB STRATEGIC TR
$29.7M
SCHASCHWAB STRATEGIC TR
$26.5M
DFCFDIMENSIONAL ETF TRUST
$25.9M
FNDXSCHWAB STRATEGIC TR
$23.7M
ITOTISHARES TR
$22.2M
SCHESCHWAB STRATEGIC TR
$14.8M
DFGPDIMENSIONAL ETF TRUST
$14.6M
SHMSPDR SERIES TRUST
$8.2M
SYKSTRYKER CORPORATION
$7.7M
DFUVDIMENSIONAL ETF TRUST
$7.6M
SPYSPDR S&P 500 ETF TR
$7.1M
AQLTISHARES TR
$6.8M
NVDANVIDIA CORPORATION
$6.2M
TFISPDR SERIES TRUST
$6.2M
VTIVANGUARD INDEX FDS
$4.8M
MUBISHARES TR
$4.3M
AAPLAPPLE INC
$4.2M
DFIVDIMENSIONAL ETF TRUST
$4.2M
DFASDIMENSIONAL ETF TRUST
$4.0M
MSFTMICROSOFT CORP
$3.7M
VOOVANGUARD INDEX FDS
$3.0M
IJRISHARES TR
$2.6M
DFATDIMENSIONAL ETF TRUST
$2.5M
HDVISHARES TR
$2.2M
PHYS/USPROTT ASSET MANAGEMENT LP
$1.8M
GOOGLALPHABET INC
$1.7M
IVVISHARES TR
$1.5M
AMZNAMAZON COM INC
$1.4M
SCHDSCHWAB STRATEGIC TR
$1.3M
VEAVANGUARD TAX-MANAGED FDS
$1.3M
DFAXDIMENSIONAL ETF TRUST
$1.2M
ORCLORACLE CORP
$1.2M
TTTRANE TECHNOLOGIES PLC
$1.2M
TSLATESLA INC
$1.2M
VBRVANGUARD INDEX FDS
$1.1M
AGGISHARES TR
$1.1M
DFACDIMENSIONAL ETF TRUST
$1.1M
IWFISHARES TR
$1.1M
BSVVANGUARD BD INDEX FDS
$1.1M
JPMJPMORGAN CHASE & CO.
$1.1M
SUBISHARES TR
$1.1M
VVISA INC
$1.0M
VTVVANGUARD INDEX FDS
$962K
IEMGISHARES INC
$917K
MDYSPDR S&P MIDCAP 400 ETF TR
$763K
DFUSDIMENSIONAL ETF TRUST
$758K
SPYDSPDR SERIES TRUST
$755K
EFAISHARES TR
$745K
GOOGALPHABET INC
$717K
AVGOBROADCOM INC
$717K
SUSAISHARES TR
$687K
LLYELI LILLY & CO
$671K
METAMETA PLATFORMS INC
$662K
AMATAPPLIED MATLS INC
$642K
QUALISHARES TR
$608K
MCDMCDONALDS CORP
$567K
IBMINTERNATIONAL BUSINESS MACHS
$546K
ABTABBOTT LABS
$543K
VOVANGUARD INDEX FDS
$541K
SDYSPDR SERIES TRUST
$523K
HYGISHARES TR
$484K
SCHVSCHWAB STRATEGIC TR
$470K
IBKRINTERACTIVE BROKERS GROUP IN
$447K
DSIISHARES TR
$431K
DLNWISDOMTREE TR
$427K
ABBVABBVIE INC
$408K
VBVANGUARD INDEX FDS
$404K
ETNEATON CORP PLC
$397K
LPLALPL FINL HLDGS INC
$396K
WRBBERKLEY W R CORP
$367K
NDQINVESCO QQQ TR
$366K
BRK/BBERKSHIRE HATHAWAY INC DEL
$344K
VIGVANGUARD SPECIALIZED FUNDS
$344K
VIOVVANGUARD ADMIRAL FDS INC
$333K
ZWSZURN ELKAY WATER SOLNS CORP
$333K
ALLEALLEGION PLC
$326K
CVXCHEVRON CORP NEW
$315K
SOXXISHARES TR
$314K
SHOPSHOPIFY INC
$313K
ROLROLLINS INC
$311K
VTVANGUARD INTL EQUITY INDEX F
$302K
CRBNISHARES TR
$299K
MAMASTERCARD INCORPORATED
$295K
JNJJOHNSON & JOHNSON
$287K
IWMISHARES TR
$280K
NUENUCOR CORP
$276K
PHPARKER-HANNIFIN CORP
$272K
VGTVANGUARD WORLD FD
$271K
COOCOOPER COS INC
$265K
AVDVAMERICAN CENTY ETF TR
$264K
USBUS BANCORP DEL
$262K
VOEVANGUARD INDEX FDS
$261K
NDSNNORDSON CORP
$257K
BSYBENTLEY SYS INC
$246K
TDYTELEDYNE TECHNOLOGIES INC
$245K
NOWSERVICENOW INC
$241K
JKHYHENRY JACK & ASSOC INC
$240K
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