TRUEFG, LLC - Portfolio overview

TRUEFG, LLC has 74 reported holdings in this dataset, with the latest filing dated 2026-04-22.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. SPDW - SPDR INDEX SHS FDS, 16.39%
2. IJH - ISHARES TR, 14.61%
3. VTV - VANGUARD INDEX FDS, 12.60%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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