Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
TRUEFG, LLC (CIK 1766067) reported $377.3M across 71 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPDW ($62.9M, 16.68%), IJH ($56.1M, 14.87%), VTV ($48.4M, 12.82%), SPYG ($44.5M, 11.80%), SPAB ($31.8M, 8.43%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPDW | SPDR INDEX SHS FDS | $62.9M | 16.68% | 1.4M | Trimmed |
| 2 | IJH | ISHARES TR | $56.1M | 14.87% | 830,771 | Added |
| 3 | VTV | VANGUARD INDEX FDS | $48.4M | 12.82% | 246,498 | Added |
| 4 | SPYG | SPDR SERIES TRUST | $44.5M | 11.80% | 454,660 | Added |
| 5 | SPAB | SPDR SERIES TRUST | $31.8M | 8.43% | 1.2M | Added |
| 6 | IJR | ISHARES TR | $26.9M | 7.12% | 216,066 | Added |
| 7 | FREL | FIDELITY COVINGTON TRUST | $18.6M | 4.93% | 691,622 | Added |
| 8 | SPIB | SPDR SERIES TRUST | $18.2M | 4.81% | 541,472 | Added |
| 9 | SPEM | SPDR INDEX SHS FDS | $12.9M | 3.42% | 275,306 | Added |
| 10 | SPSB | SPDR SERIES TRUST | $9.3M | 2.48% | 310,765 | Added |
| 11 | IVV | ISHARES TR | $5.7M | 1.50% | 8,680 | Trimmed |
| 12 | SPLG | SPDR SERIES TRUST | $5.6M | 1.48% | 72,799 | Added |
| 13 | SPMD | SPDR SERIES TRUST | $4.9M | 1.31% | 83,537 | Added |
| 14 | VUG | VANGUARD INDEX FDS | $2.3M | 0.61% | 5,243 | Trimmed |
| 15 | AAPL | APPLE INC | $1.8M | 0.48% | 7,134 | Hold |
| 16 | V | VISA INC | $1.2M | 0.31% | 3,844 | Hold |
| 17 | SPLB | SPDR SERIES TRUST | $1.1M | 0.30% | 50,344 | Added |
| 18 | EFA | ISHARES TR | $1.1M | 0.29% | 11,302 | Trimmed |
| 19 | IEFA | ISHARES TR | $1.1M | 0.28% | 11,680 | Added |
| 20 | ESGV | VANGUARD WORLD FD | $945,762 | 0.25% | 8,424 | Trimmed |
| 21 | ITOT | ISHARES TR | $906,282 | 0.24% | 6,363 | Added |
| 22 | MMC | MARSH & MCLENNAN COS INC | $867,250 | 0.23% | 5,000 | Hold |
| 23 | SPXV | PROSHARES TR | $845,683 | 0.22% | 11,909 | Trimmed |
| 24 | MSFT | MICROSOFT CORP | $779,624 | 0.21% | 2,106 | Added |
| 25 | VOO | VANGUARD INDEX FDS | $792,058 | 0.21% | 1,326 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31