Truvestments Capital LLC
All 13F Filings
- Location
- Sarasota, FL
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 673,148
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/12/2026 | 1,150 | 673,148 | 13F-HR | Truvestments Capital LLC |
| Q1 2026 | 5/13/2026 | 1,176 | 554,496 | 13F-HR | Truvestments Capital LLC |
| Q4 2025 | 2/13/2026 | 1,038 | 550,323 | 13F-HR | Truvestments Capital LLC |
| Q3 2025 | 11/14/2025 | 1,057 | 553,449 | 13F-HR | Truvestments Capital LLC |
| Q2 2025 | 8/13/2025 | 988 | 500,019 | 13F-HR | Truvestments Capital LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 612.3 K | 91.0% | 107.1 K | 0 | 107.1 K |
| ETFs | 60.41 K | 9.0% | 11.56 K | 0 | 11.56 K |
| Debt | 447 | 0.1% | 28 | 0 | 28 |
| Other | 9 | 0.0% | 0 | 2 | -2 |
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Fund Snapshot
Q2 2026
Latest filed
8/12/2026
Total value ($000)
673,148
Holdings
1150
QoQ value change ($000)
118,652
(21.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.