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Truefg, LLC

SEC CIK
0001766067
Latest filing
Jul 16, 2026

Holdings in Q4 2025

Holdings as of Dec 31, 2025, filed Jan 21, 2026. Long positions only; changes compare share counts with Q3 2025.

Institution overview
Positions
69
+6 vs. Q3 2025
Portfolio value
$372.7M
+$10.7M (+3.0%) vs. Q3 2025
Filed
Jan 21, 2026
SEC
Holdings of Truefg, LLC in Q4 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
State Street SPDR Portfolio Developed World Ex-US ETF78463X889ETF1,385,208$61.5M16.5%−7,472−0.5%Reduced–
iShares Core S&P Mid-Cap ETF464287507ETF830,208$54.8M14.7%+12,122+1.5%Added–
State Street SPDR Portfolio S&P 500 Growth ETF78464A409ETF442,944$47.3M12.7%−5,739−1.3%Reduced–
Vanguard Morningstar Value ETF922908744ETF245,399$46.9M12.6%+1,063+0.4%Added–
State Street SPDR Portfolio Aggregate Bond ETF78464A649ETF1,180,299$30.4M8.2%+40,548+3.6%Added–
iShares Core S&P Small Cap ETF464287804ETF214,722$25.8M6.9%−343−0.2%Reduced–
Fidelity Covington Trust316092857MSCI RL EST ETF665,978$17.9M4.8%+24,540+3.8%Added–
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375ETF509,031$17.2M4.6%+19,263+3.9%Added–
SPDR Index Shs FDS78463X509ST PORT MARK ETF271,073$12.7M3.4%−4,641−1.7%Reduced–
State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474ETF301,143$9.09M2.4%+4,162+1.4%Added–
iShares Core S&P 500 ETF464287200ETF8,983$6.15M1.7%−41−0.5%Reduced–
State Street SPDR Portfolio S&P 500 ETF78464A854ETF69,266$5.56M1.5%+1,293+1.9%Added–
State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847ETF83,014$4.81M1.3%+5,558+7.2%Added–
Vanguard Morningstar Growth ETF922908736ETF5,274$2.57M0.7%+43+0.8%Added–
AAPLApple Inc.Stock7,134$1.94M0.5%−30−0.4%ReducedHistory
VVisa Inc.Stock3,844$1.35M0.4%00.0%UnchangedHistory
State Street SPDR Portfolio Long Term Corporate Bond ETF78464A367ETF50,338$1.14M0.3%+450+0.9%Added–
iShares MSCI Eafe ETF464287465ETF11,347$1.09M0.3%−38−0.3%Reduced–
Vanguard World FD921910733ESG US STK ETF8,623$1.04M0.3%+10.0%Added–
iShares Core MSCI Eafe ETF46432F842ETF11,591$1.04M0.3%+456+4.1%Added–
ProShares Tr74347B565SP500 EX HLTH13,391$998.7K0.3%+3,508+35.5%Added–
MSFTMicrosoft CorpStock2,038$985.6K0.3%+822+67.6%AddedHistory
iShares Tr464287150CORE S&P TTL STK6,307$937.8K0.3%+74+1.2%Added–
MRSHMarsh & McLennan Companies, Inc.Stock5,000$927.6K0.2%00.0%UnchangedHistory
AMZNAmazon Com IncStock3,880$895.6K0.2%+1,025+35.9%AddedHistory
Vanguard S&P 500 ETF922908363ETF1,367$857.0K0.2%+1,367New–
AVGOBroadcom Inc.Stock2,291$792.9K0.2%+433+23.3%AddedHistory
MELIMercadolibre IncCOM356$717.1K0.2%+85+31.4%AddedHistory
iShares Tr464288208MRGSTR MD CP ETF8,619$713.0K0.2%−190−2.2%Reduced–
NVDANVIDIA CorpStock3,518$656.1K0.2%+343+10.8%AddedHistory
iShares Core U.S. Aggregate Bond ETF464287226ETF6,293$628.5K0.2%+66+1.1%Added–
iShares Esg Aware US Aggregate Bond ETF46435U549ETF12,731$609.2K0.2%+235+1.9%Added–
iShares Core MSCI Total International Stock ETF46432F834ETF7,121$602.7K0.2%−7−0.1%Reduced–
BRK.BBerkshire Hathaway IncStock1,199$602.7K0.2%−300−20.0%ReducedHistory
Vanguard Total Bond Market ETF921937835ETF7,497$555.3K0.1%+93+1.3%Added–
iShares S&P 500 Growth ETF464287309ETF4,437$546.9K0.1%00.0%Unchanged–
TSLATesla, Inc.Stock1,163$523.0K0.1%−499−30.0%ReducedHistory
Vanguard Index FDS922908652EXTEND MKT ETF2,406$503.1K0.1%+57+2.4%Added–
LMTLockheed Martin CorpStock1,001$484.2K0.1%00.0%UnchangedHistory
Invesco Exchange Traded FD T46137V613RAFI US 1000 ETF10,016$470.0K0.1%00.0%Unchanged–
RKLBRocket Lab CorpCOM6,583$459.2K0.1%00.0%UnchangedHistory
iShares Tr46435U663ESG AWARE MSCI9,951$457.5K0.1%−46−0.5%Reduced–
GOOGAlphabet Inc.Stock1,408$441.8K0.1%+4+0.3%AddedHistory
iShares Tr46435G516ESG AW MSCI EAFE4,630$440.3K0.1%+46+1.0%Added–
SOFISoFi Technologies, Inc.Stock16,300$426.7K0.1%00.0%UnchangedHistory
iShares Tr46435G243ESG AWRE 1 5 YR15,651$395.0K0.1%+297+1.9%Added–
STXSeagate Technology Holdings plcORD SHS1,376$378.9K0.1%00.0%UnchangedHistory
iShares Tr464288646ISHS 1-5YR INVS7,014$370.9K0.1%+46+0.7%Added–
Vanguard Ftse All-World Ex-US Index Fund922042775ETF4,787$352.1K0.1%+7+0.1%Added–
IRENIREN LtdORDINARY SHARES9,000$339.9K0.1%00.0%UnchangedHistory
BABAAlibaba Group Holding LtdADR2,090$306.4K0.1%+35+1.7%AddedHistory
iShares Tr464288273EAFE SML CP ETF3,931$304.8K0.1%+4+0.1%Added–
TMDXTransMedics Group, Inc.COM2,500$304.1K0.1%+2,500NewHistory
iShares Tr464287234MSCI EMG MKT ETF5,150$281.8K0.1%+121+2.4%Added–
Vanguard Ftse Developed Markets ETF921943858ETF4,417$276.0K0.1%+17+0.4%Added–
NXPINXP Semiconductors N.V.COM1,249$271.1K0.1%+1,249NewHistory
Invesco Exchange Traded FD T46137V266S&P500 PUR GWT5,607$261.7K0.1%00.0%Unchanged–
State Street Energy Select Sector SPDR ETF81369Y506ETF5,560$248.6K0.1%+5,560New–
ETNEaton Corp plcStock775$246.8K0.1%00.0%UnchangedHistory
CPSCooper-Standard Holdings Inc.COM7,500$246.2K0.1%00.0%UnchangedHistory
iShares S&P 500 Value ETF464287408ETF1,145$242.8K0.1%00.0%Unchanged–
First Trust Multi Cap Growth Alphadex Fund33733F101ETF1,474$238.6K0.1%00.0%Unchanged–
First Tr Exchange-Traded Alp33735B108COM SHS1,861$234.4K0.1%00.0%Unchanged–
iShares Iboxx $ Investment Grade Corporate Bond ETF464287242ETF2,000$220.4K0.1%+37+1.9%Added–
WMTWalmart Inc.Stock1,930$215.0K0.1%+1,930NewHistory
IBMInternational Business Machines CorpStock687$203.5K0.1%+687NewHistory
RIVNRivian Automotive, Inc.Stock10,000$197.1K0.1%+10,000NewHistory
Bitfarms Ltd Com09173B107Stock26,000$61.1K<0.1%00.0%Unchanged–
OCGNOcugen, Inc.COM21,000$28.4K<0.1%00.0%UnchangedHistory

Sold out since Q3 2025 (1)

Positions held at the end of Q3 2025 that are gone from this filing.

Positions of Truefg, LLC sold out since Q3 2025
SecurityClassShares in Q3 2025Value in Q3 2025% of portfolio in Q3 2025History
SHOPShopify Inc.Stock2,210$328.4K0.1%History