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Truefg, LLC

SEC CIK
0001766067
Latest filing
Jul 16, 2026

Holdings in Q1 2026

Holdings as of Mar 31, 2026, filed Apr 22, 2026. Long positions only; changes compare share counts with Q4 2025.

Institution overview
Positions
71
+2 vs. Q4 2025
Portfolio value
$377.3M
+$4.59M (+1.2%) vs. Q4 2025
Filed
Apr 22, 2026
SEC
Holdings of Truefg, LLC in Q1 2026
SecurityClassSharesValue% of portfolioShare changeActionHistory
State Street SPDR Portfolio Developed World Ex-US ETF78463X889ETF1,378,289$62.9M16.7%−6,919−0.5%Reduced–
iShares Core S&P Mid-Cap ETF464287507ETF830,771$56.1M14.9%+563+0.1%Added–
Vanguard Morningstar Value ETF922908744ETF246,498$48.4M12.8%+1,099+0.4%Added–
State Street SPDR Portfolio S&P 500 Growth ETF78464A409ETF454,660$44.5M11.8%+11,716+2.6%Added–
State Street SPDR Portfolio Aggregate Bond ETF78464A649ETF1,241,952$31.8M8.4%+61,653+5.2%Added–
iShares Core S&P Small Cap ETF464287804ETF216,066$26.9M7.1%+1,344+0.6%Added–
Fidelity Covington Trust316092857MSCI RL EST ETF691,622$18.6M4.9%+25,644+3.9%Added–
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375ETF541,472$18.2M4.8%+32,441+6.4%Added–
SPDR Index Shs FDS78463X509ST PORT MARK ETF275,306$12.9M3.4%+4,233+1.6%Added–
State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474ETF310,765$9.34M2.5%+9,622+3.2%Added–
iShares Core S&P 500 ETF464287200ETF8,680$5.67M1.5%−303−3.4%Reduced–
State Street SPDR Portfolio S&P 500 ETF78464A854ETF72,799$5.57M1.5%+3,533+5.1%Added–
State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847ETF83,537$4.95M1.3%+523+0.6%Added–
Vanguard Morningstar Growth ETF922908736ETF5,243$2.29M0.6%−31−0.6%Reduced–
AAPLApple Inc.Stock7,134$1.81M0.5%00.0%UnchangedHistory
VVisa Inc.Stock3,844$1.16M0.3%00.0%UnchangedHistory
State Street SPDR Portfolio Long Term Corporate Bond ETF78464A367ETF50,344$1.12M0.3%+60.0%Added–
iShares MSCI Eafe ETF464287465ETF11,302$1.10M0.3%−45−0.4%Reduced–
iShares Core MSCI Eafe ETF46432F842ETF11,680$1.06M0.3%+89+0.8%Added–
Vanguard World FD921910733ESG US STK ETF8,424$945.8K0.3%−199−2.3%Reduced–
iShares Tr464287150CORE S&P TTL STK6,363$906.3K0.2%+56+0.9%Added–
MRSHMarsh & McLennan Companies, Inc.Stock5,000$867.3K0.2%00.0%UnchangedHistory
ProShares Tr74347B565SP500 EX HLTH11,909$845.7K0.2%−1,482−11.1%Reduced–
Vanguard S&P 500 ETF922908363ETF1,326$792.1K0.2%−41−3.0%Reduced–
MSFTMicrosoft CorpStock2,106$779.6K0.2%+68+3.3%AddedHistory
AVGOBroadcom Inc.Stock2,488$770.1K0.2%+197+8.6%AddedHistory
iShares Tr464288208MRGSTR MD CP ETF8,571$715.1K0.2%−48−0.6%Reduced–
iShares Core U.S. Aggregate Bond ETF464287226ETF6,448$640.0K0.2%+155+2.5%Added–
NVDANVIDIA CorpStock3,596$627.1K0.2%+78+2.2%AddedHistory
AMZNAmazon Com IncStock2,964$617.3K0.2%−916−23.6%ReducedHistory
MELIMercadolibre IncCOM356$615.5K0.2%00.0%UnchangedHistory
iShares Core MSCI Total International Stock ETF46432F834ETF7,069$612.5K0.2%−52−0.7%Reduced–
LMTLockheed Martin CorpStock1,013$612.2K0.2%+12+1.2%AddedHistory
iShares Esg Aware US Aggregate Bond ETF46435U549ETF12,622$600.2K0.2%−109−0.9%Reduced–
Vanguard Total Bond Market ETF921937835ETF7,994$588.7K0.2%+497+6.6%Added–
BRK.BBerkshire Hathaway IncStock1,199$574.6K0.2%00.0%UnchangedHistory
STXSeagate Technology Holdings plcORD SHS1,376$539.1K0.1%00.0%UnchangedHistory
iShares S&P 500 Growth ETF464287309ETF4,437$501.9K0.1%00.0%Unchanged–
Vanguard Index FDS922908652EXTEND MKT ETF2,415$497.0K0.1%+9+0.4%Added–
Invesco Exchange Traded FD T46137V613RAFI US 1000 ETF10,016$476.1K0.1%00.0%Unchanged–
iShares Tr46435G243ESG AWRE 1 5 YR18,506$463.9K0.1%+2,855+18.2%Added–
iShares Tr46435U663ESG AWARE MSCI9,508$447.1K0.1%−443−4.5%Reduced–
TSLATesla, Inc.Stock1,182$439.4K0.1%+19+1.6%AddedHistory
RKLBRocket Lab CorpCOM6,638$426.3K0.1%+55+0.8%AddedHistory
iShares Tr46435G516ESG AW MSCI EAFE4,352$416.1K0.1%−278−6.0%Reduced–
GOOGAlphabet Inc.Stock1,415$405.9K0.1%+7+0.5%AddedHistory
iShares Tr464288646ISHS 1-5YR INVS7,073$371.7K0.1%+59+0.8%Added–
Vanguard Ftse All-World Ex-US Index Fund922042775ETF4,735$355.6K0.1%−52−1.1%Reduced–
IRENIREN LtdORDINARY SHARES9,473$324.7K0.1%+473+5.3%AddedHistory
iShares Tr464288273EAFE SML CP ETF3,977$311.9K0.1%+46+1.2%Added–
Vanguard Long-Term Treasury ETF92206C847ETF5,632$311.8K0.1%+5,632New–
iShares Tr464287234MSCI EMG MKT ETF5,093$289.2K0.1%−57−1.1%Reduced–
Vanguard Ftse Developed Markets ETF921943858ETF4,419$283.2K0.1%+20.0%Added–
ETNEaton Corp plcStock775$277.2K0.1%00.0%UnchangedHistory
BEBloom Energy CorpCOM CL A2,000$271.0K0.1%+2,000NewHistory
BABAAlibaba Group Holding LtdADR2,090$262.2K0.1%00.0%UnchangedHistory
Invesco Exchange Traded FD T46137V266S&P500 PUR GWT5,607$262.1K0.1%00.0%Unchanged–
SOFISoFi Technologies, Inc.Stock16,125$256.1K0.1%−175−1.1%ReducedHistory
State Street Energy Select Sector SPDR ETF81369Y506ETF4,125$252.7K0.1%−1,435−25.8%Reduced–
TMDXTransMedics Group, Inc.COM2,500$248.5K0.1%00.0%UnchangedHistory
NXPINXP Semiconductors N.V.COM1,249$245.9K0.1%00.0%UnchangedHistory
iShares S&P 500 Value ETF464287408ETF1,145$241.8K0.1%00.0%Unchanged–
WMTWalmart Inc.Stock1,930$239.9K0.1%00.0%UnchangedHistory
First Tr Exchange-Traded Alp33735B108COM SHS1,861$238.7K0.1%00.0%Unchanged–
First Trust Multi Cap Growth Alphadex Fund33733F101ETF1,474$234.3K0.1%00.0%Unchanged–
iShares Iboxx $ Investment Grade Corporate Bond ETF464287242ETF2,078$226.5K0.1%+78+3.9%Added–
American Centy ETF Tr025072877US SML CP VALU1,990$219.8K0.1%+1,990New–
CPSCooper-Standard Holdings Inc.COM7,500$209.0K0.1%00.0%UnchangedHistory
RIVNRivian Automotive, Inc.Stock10,000$150.5K<0.1%00.0%UnchangedHistory
Bitfarms Ltd Com09173B107Stock51,000$99.5K<0.1%+25,000+96.2%Added–
OCGNOcugen, Inc.COM21,000$38.0K<0.1%00.0%UnchangedHistory

Sold out since Q4 2025 (1)

Positions held at the end of Q4 2025 that are gone from this filing.

Positions of Truefg, LLC sold out since Q4 2025
SecurityClassShares in Q4 2025Value in Q4 2025% of portfolio in Q4 2025History
IBMInternational Business Machines CorpStock687$203.5K0.1%History