Trueblood Wealth Management, LLC
All 13F Filings
- Location
- Lima, OH
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 256,207
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- 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 | 1/21/2026 | 252 | 256,207 | 13F-HR | Trueblood Wealth Management, LLC |
| Q3 2025 | 10/24/2025 | 254 | 256,406 | 13F-HR | Trueblood Wealth Management, LLC |
| Q2 2025 | 7/23/2025 | 249 | 239,145 | 13F-HR | Trueblood Wealth Management, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 230.5 K | 91.0% | 0 | 1.759 K | -1.759 K |
| ETFs | 21.57 K | 8.5% | 1.414 K | 0 | 1.414 K |
| Other | 1.098 K | 0.4% | 1 | 0 | 1 |
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Fund Snapshot
Q4 2025
Latest filed
1/21/2026
Total value ($000)
256,207
Holdings
252
QoQ value change ($000)
-199
(-0.1%)
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.