Trueblood Wealth Management, LLC
All 13F Filings
- Location
- Lima, OH
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 286,474
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/27/2026 | 261 | 286,474 | 13F-HR | Trueblood Wealth Management, LLC |
| Q1 2026 | 4/21/2026 | 256 | 255,670 | 13F-HR | Trueblood Wealth Management, LLC |
| 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 | 222.4 K | 78.5% | 22.21 K | 0 | 22.21 K |
| ETFs | 59.86 K | 21.1% | 8.493 K | 0 | 8.493 K |
| Other | 893 | 0.3% | 0 | 44 | -44 |
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Fund Snapshot
Q2 2026
Latest filed
7/27/2026
Total value ($000)
286,474
Holdings
261
QoQ value change ($000)
30,804
(12.0%)
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.