Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

True Blue Financial, LLC 13F Holdings -- Portfolio & Top Positions (2026-06-30)

True Blue Financial, LLC (CIK 2010212) reported $236.9M across 61 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SPYG ($21.2M, 8.93%), SPYV ($19.6M, 8.29%), FMB ($14.5M, 6.11%), SPTI ($13.6M, 5.75%), SPIB ($11.3M, 4.76%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1SPYGSPDR SERIES TRUST$21.2M8.93%177,816Added
2SPYVSPDR SERIES TRUST$19.6M8.29%322,945Added
3FMBFIRST TR EXCH TRADED FD III$14.5M6.11%281,978Added
4SPTISPDR SERIES TRUST$13.6M5.75%479,886Added
5SPIBSPDR SERIES TRUST$11.3M4.76%337,154Trimmed
6SPSMSPDR SERIES TRUST$10.5M4.43%182,168Added
7DFAXDIMENSIONAL ETF TRUST$8.8M3.72%239,116Trimmed
8SPDWSPDR INDEX SHS FDS$8.4M3.55%166,870Added
9SPTMSPDR SERIES TRUST$7.9M3.32%86,731Added
10DFACDIMENSIONAL ETF TRUST$6.7M2.84%151,468Trimmed
11SPMBSPDR SERIES TRUST$6.5M2.72%289,271Added
12NULVNUSHARES ETF TR$6.3M2.67%126,415New
13NULGNUSHARES ETF TR$5.3M2.26%45,647Trimmed
14ESGDISHARES TR$5.1M2.17%50,024Added
15CGGRCAPITAL GROUP GROWTH ETF$5.0M2.11%105,788Added
16CGDVCAPITAL GROUP DIVIDEND VALUE$4.9M2.06%98,977Added
17FSMBFIRST TR EXCH TRADED FD III$4.8M2.01%238,019Added
18SPEMSPDR INDEX SHS FDS$4.6M1.94%88,617Added
19ESGUISHARES TR$4.4M1.87%27,079Added
20DSIISHARES TR$4.4M1.86%30,923Added
21CGUSCAPITAL GROUP CORE EQUITY ET$4.0M1.69%90,176Added
22FRIFIRST TR EXCHANGE-TRADED FD$3.9M1.65%123,223Added
23FTSLFIRST TR EXCHANGE-TRADED FD$3.4M1.45%76,879Added
24NUSCNUSHARES ETF TR$3.3M1.38%62,651Trimmed
25ESGEISHARES INC$3.2M1.34%58,081Added

Source: SEC Form 13F filings · as of 2026-06-30