tru Independence LLC
All 13F Filings
- Location
- Portland, OR
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 396,567
- 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 |
|---|---|---|---|---|---|
| Q4 2025 | 1/22/2026 | 132 | 396,567 | 13F-HR | tru Independence LLC |
| Q3 2025 | 10/23/2025 | 125 | 384,955 | 13F-HR | tru Independence LLC |
| Q2 2025 | 7/15/2025 | 120 | 345,836 | 13F-HR | tru Independence LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 339.3 K | 85.6% | 7.766 K | 0 | 7.766 K |
| ETFs | 57.23 K | 14.4% | 3.843 K | 0 | 3.843 K |
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Fund Snapshot
Q4 2025
Latest filed
1/22/2026
Total value ($000)
396,567
Holdings
132
QoQ value change ($000)
11,612
(3.0%)
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.